Long-term investor
US Asset Management LLC @usassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001882673).
Record
- Tracked since 2025-06-30 (434 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days +11.5% · 6 months +6.6% · 1 year +16.0% · all +16.0%
- Max drawdown -6.0% · Sharpe 0.67 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.0% · long · since 2025-06-30
- NVDA · 7.9% · long · since 2025-06-30
- GOOGL · 5.9% · long · since 2025-06-30
- MSFT · 4.7% · long · since 2025-06-30
- AMZN · 3.9% · long · since 2025-06-30
- AVGO · 2.6% · long · since 2025-06-30
- AMD · 2.5% · long · since 2025-06-30
- JPM · 2.5% · long · since 2025-06-30
- CAT · 2.3% · long · since 2025-06-30
- MU · 2.2% · long · since 2026-06-30
- GOOG · 2.1% · long · since 2025-06-30
- TSLA · 2.0% · long · since 2025-06-30