Long-term investor
Trailhead Planners LLC @trailheadplannersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109534).
Record
- Tracked since 2025-12-31 (262 days), 31 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months n/a · 1 year n/a · all +12.7%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V203 · 10.5% · long · since 2025-12-31
- 025072349 · 10.3% · long · since 2025-12-31
- 25434V831 · 9.3% · long · since 2025-12-31
- 025072877 · 6.6% · long · since 2025-12-31
- 025072281 · 4.5% · long · since 2025-12-31
- 084670108 · 4.3% · long · since 2026-06-30
- 25434V765 · 3.8% · long · since 2025-12-31
- 025072299 · 3.3% · long · since 2025-12-31
- 025072372 · 3.2% · long · since 2025-12-31
- 025072802 · 3.1% · long · since 2025-12-31
- 25434V815 · 3.1% · long · since 2025-12-31
- 88636J105 · 2.7% · long · since 2025-12-31