Long-term investor
Wellington Grp LLC @wellingtongrpllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002134013).
Record
- Tracked since 2026-03-31 (182 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days -0.0% · 6 months n/a · 1 year n/a · all -2.1%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IGSB · 7.6% · long · since 2026-03-31
- RWJ · 7.5% · long · since 2026-03-31
- VO · 6.1% · long · since 2026-03-31
- BKLN · 5.1% · long · since 2026-03-31
- DBEF · 4.7% · long · since 2026-03-31
- ICSH · 4.3% · long · since 2026-03-31
- TFLO · 4.2% · long · since 2026-03-31
- JPST · 3.9% · long · since 2026-03-31
- LLY · 3.4% · long · since 2026-03-31
- IWY · 2.9% · long · since 2026-03-31
- SPSB · 2.8% · long · since 2026-03-31
- VBK · 2.6% · long · since 2026-03-31