Long-term investor
Waddell & Associates, LLC @waddellassociatesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001776757).
Record
- Tracked since 2025-06-30 (479 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -14.1% · 1 year +27.9% · all +27.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FDX · 21.2% · long · since 2025-06-30
- 37954Y673 · 5.7% · long · since 2025-06-30
- 808524763 · 5.5% · long · since 2025-06-30
- 78467Y107 · 5.4% · long · since 2025-06-30
- 314352105 · 5.1% · long · since 2026-06-30
- 97717X669 · 4.9% · long · since 2025-06-30
- 69374H709 · 4.4% · long · since 2026-03-31
- 37954Y574 · 4.2% · long · since 2025-06-30
- 808524722 · 3.8% · long · since 2025-06-30
- 46432F842 · 3.1% · long · since 2025-06-30
- 46138G649 · 3.0% · long · since 2025-06-30
- 025072604 · 2.7% · long · since 2025-06-30