Long-term investor
Smith Asset Management Co., LLC @smithassetmanagementcoll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002068217).
Record
- Tracked since 2025-06-30 (454 days), 60 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +788.8% · all +788.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 6.3% · long · since 2025-06-30
- 67073B106 · 5.5% · long · since 2025-06-30
- ARCC · 5.1% · long · since 2025-06-30
- 92204A702 · 4.3% · long · since 2025-06-30
- CSQ · 3.7% · long · since 2025-06-30
- 78462F103 · 3.5% · long · since 2025-06-30
- 23325P104 · 3.4% · long · since 2025-06-30
- 01879R106 · 3.1% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- 19247R103 · 3.0% · long · since 2025-06-30
- 92204A603 · 2.8% · long · since 2025-06-30
- 337318109 · 2.6% · long · since 2025-06-30