Long-term investor
Weatherly Asset Management L. P. @weatherlyassetmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000934745).
Record
- Tracked since 2025-06-30 (434 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +11.1% · 6 months +15.7% · 1 year +20.0% · all +20.0%
- Max drawdown -4.4% · Sharpe 1.01 · win rate 31% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 23.2% · long · since 2025-06-30
- AAPL · 6.5% · long · since 2025-06-30
- AMZN · 3.6% · long · since 2025-06-30
- PANW · 3.2% · long · since 2025-06-30
- FBND · 3.0% · long · since 2025-06-30
- JMST · 2.6% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- GOOGL · 2.5% · long · since 2025-06-30
- NFLX · 2.0% · long · since 2025-06-30
- JPST · 2.0% · long · since 2025-06-30
- ASML · 1.9% · long · since 2025-06-30
- VIGI · 1.9% · long · since 2025-06-30