Long-term investor
Trillium Asset Management, LLC @trilliumassetmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000884541).
Record
- Tracked since 2025-06-30 (450 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +16.8% · 1 year n/a · all +22.8%
- Max drawdown n/a · win rate 48% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 7.3% · long · since 2025-06-30
- GOOGL · 6.2% · long · since 2025-06-30
- AAPL · 4.6% · long · since 2025-06-30
- MSFT · 4.6% · long · since 2025-06-30
- PANW · 3.0% · long · since 2025-06-30
- TSM · 2.2% · long · since 2025-06-30
- ASML · 2.1% · long · since 2025-06-30
- MA · 1.8% · long · since 2025-06-30
- TJX · 1.8% · long · since 2025-06-30
- AVGO · 1.5% · long · since 2025-06-30
- PNC · 1.5% · long · since 2025-06-30
- BAC · 1.4% · long · since 2025-06-30