Long-term investor
Somerville Kurt F @somervillekurtf
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001215208).
Record
- Tracked since 2025-06-30 (446 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months n/a · 1 year +13.4% · all +13.4%
- Max drawdown n/a · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMD · 7.1% · long · since 2025-06-30
- GOOGL · 6.4% · long · since 2025-06-30
- NVDA · 5.6% · long · since 2025-06-30
- AAPL · 5.1% · long · since 2025-06-30
- ADI · 4.7% · long · since 2025-06-30
- AMAT · 3.6% · long · since 2025-06-30
- JNJ · 3.6% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- MA · 3.1% · long · since 2025-06-30
- ROK · 3.0% · long · since 2025-06-30
- TJX · 2.8% · long · since 2025-06-30