Long-term investor
Willner & Heller, LLC @willnerhellerllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001927796).
Record
- Tracked since 2025-06-30 (434 days), 103 trades recorded
- Returns: week n/a · month n/a · 90 days +12.7% · 6 months +11.6% · 1 year +20.5% · all +20.5%
- Max drawdown -3.5% · Sharpe 1.03 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 5.4% · long · since 2025-06-30
- RDVY · 3.4% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- IWF · 3.0% · long · since 2025-06-30
- AMD · 3.0% · long · since 2025-06-30
- LRCX · 2.4% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- GOOGL · 2.3% · long · since 2025-06-30
- AMAT · 2.1% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- ARM · 2.0% · long · since 2025-06-30
- CATY · 1.6% · long · since 2025-06-30