Long-term investor
Tcv Trust & Wealth Management, Inc. @tcvtrustwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001135439).
Record
- Tracked since 2025-06-30 (450 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +30.3% · 1 year n/a · all +39.9%
- Max drawdown n/a · win rate 59% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 5.9% · long · since 2025-06-30
- 78464A375 · 4.1% · long · since 2025-06-30
- 922908751 · 3.9% · long · since 2025-06-30
- 464288612 · 3.8% · long · since 2025-06-30
- 922908629 · 3.8% · long · since 2025-06-30
- GLW · 3.6% · long · since 2025-06-30
- AAPL · 3.5% · long · since 2025-06-30
- MSFT · 3.2% · long · since 2025-06-30
- 78462F103 · 3.0% · long · since 2025-06-30
- CSCO · 2.3% · long · since 2025-06-30
- LLY · 2.1% · long · since 2025-06-30
- JPM · 2.1% · long · since 2025-06-30