Long-term investor
Trademark Financial Management, LLC @trademarkfinancialmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011736).
Record
- Tracked since 2025-06-30 (481 days), 149 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +0.1% · 1 year +0.0% · all +0.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 9.4% · long · since 2025-09-30
- 746729300 · 6.2% · long · since 2025-09-30
- 25434V807 · 5.7% · long · since 2025-09-30
- 46138G649 · 5.6% · long · since 2025-09-30
- 46641Q670 · 4.8% · long · since 2025-09-30
- 78464A854 · 4.4% · long · since 2025-09-30
- 92647X830 · 4.0% · long · since 2025-09-30
- 46138E222 · 3.9% · long · since 2025-09-30
- 46138E339 · 3.8% · long · since 2025-09-30
- 922908769 · 3.1% · long · since 2025-09-30
- 02072L607 · 3.0% · long · since 2025-09-30
- 92647N535 · 2.7% · long · since 2025-09-30