Long-term investor
Surience Private Wealth LLC @surienceprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001900195).
Record
- Tracked since 2025-06-30 (478 days), 243 trades recorded
- Returns: week n/a · month n/a · 90 days -0.6% · 6 months +6.8% · 1 year +4.3% · all +4.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 10.8% · long · since 2025-09-30
- 78462F103 · 10.6% · long · since 2025-09-30
- 464287655 · 10.1% · long · since 2025-09-30
- 464288661 · 9.4% · long · since 2026-03-31
- 808524797 · 5.6% · long · since 2025-12-31
- 92189F676 · 5.6% · long · since 2025-12-31
- 81369Y803 · 5.5% · long · since 2025-12-31
- 81369Y886 · 4.0% · long · since 2026-03-31
- 81369Y209 · 2.8% · long · since 2026-06-30
- DLTR · 2.6% · long · since 2026-09-30
- 922907746 · 2.3% · long · since 2025-12-31
- 72201R833 · 2.2% · long · since 2026-03-31