Long-term investor
Barnes Pettey Financial Advisors, LLC @barnespetteyfinancialadv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908288).
Record
- Tracked since 2025-06-30 (448 days), 129 trades recorded
- Returns: week n/a · month n/a · 90 days +10.2% · 6 months n/a · 1 year +16.6% · all +16.6%
- Max drawdown n/a · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020G101 · 12.6% · long · since 2025-06-30
- 33738R506 · 5.0% · long · since 2025-06-30
- 316092352 · 4.9% · long · since 2025-09-30
- 14020W106 · 4.6% · long · since 2025-06-30
- 25434V807 · 3.2% · long · since 2025-06-30
- 46641Q118 · 3.0% · long · since 2025-06-30
- 032108409 · 2.2% · long · since 2025-06-30
- 46090E103 · 2.0% · long · since 2025-06-30
- 808524797 · 1.8% · long · since 2025-06-30
- 41456U106 · 1.7% · long · since 2025-12-31
- 31609A503 · 1.7% · long · since 2025-12-31
- 14021M107 · 1.7% · long · since 2025-06-30