Long-term investor
Allred Capital Management, LLC @allredcapitalmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001765885).
Record
- Tracked since 2025-06-30 (441 days), 81 trades recorded
- Returns: week n/a · month n/a · 90 days +3.5% · 6 months n/a · 1 year +7.1% · all +7.1%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SHV · 9.5% · long · since 2025-06-30
- VIG · 4.9% · long · since 2025-06-30
- MSFT · 4.9% · long · since 2025-06-30
- XLV · 3.1% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- NOBL · 2.8% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- JNJ · 2.4% · long · since 2025-06-30
- USMV · 2.2% · long · since 2025-06-30
- GOOGL · 2.1% · long · since 2025-06-30
- JEPI · 1.9% · long · since 2025-06-30
- DIVO · 1.9% · long · since 2025-06-30