Long-term investor
Somerset Group LLC @somersetgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001567912).
Record
- Tracked since 2025-06-30 (473 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days +1.7% · 6 months +7.1% · 1 year +5.9% · all +5.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 12541W209 · 9.6% · long · since 2025-06-30
- 46090E103 · 8.5% · long · since 2025-06-30
- MMM · 6.3% · long · since 2025-06-30
- 808524201 · 5.3% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- AMZN · 4.3% · long · since 2025-06-30
- MSFT · 3.8% · long · since 2025-06-30
- PANW · 3.3% · long · since 2025-06-30
- NEE · 3.1% · long · since 2025-06-30
- WFC · 2.9% · long · since 2025-06-30
- COST · 2.8% · long · since 2025-06-30
- LLY · 2.6% · long · since 2025-06-30