Long-term investor

Wellington-altus USA Inc. @wellingtonaltususainc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001760398).

Record

  • Tracked since 2025-12-31 (279 days), 148 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.5% · 6 months +13.8% · 1 year n/a · all +13.8%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908769 · 8.3% · long · since 2025-12-31
  • 46434V803 · 4.9% · long · since 2025-12-31
  • 464287457 · 4.4% · long · since 2025-12-31
  • 464287226 · 3.9% · long · since 2025-12-31
  • 72201R775 · 2.1% · long · since 2025-12-31
  • AAPL · 1.9% · long · since 2025-12-31
  • 092528603 · 1.8% · long · since 2025-12-31
  • NVDA · 1.8% · long · since 2025-12-31
  • 46090E103 · 1.6% · long · since 2025-12-31
  • 78464A649 · 1.5% · long · since 2025-12-31
  • MSFT · 1.5% · long · since 2025-12-31
  • 46432F842 · 1.2% · long · since 2025-12-31

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