Long-term investor
Bradley & Co. Private Wealth Management, LLC @bradleycoprivatewealthma
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001861678).
Record
- Tracked since 2025-06-30 (476 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +0.1% · 6 months +1.2% · 1 year +5.1% · all +5.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K107 · 8.7% · long · since 2025-06-30
- 922908769 · 8.2% · long · since 2025-06-30
- AAPL · 8.1% · long · since 2025-06-30
- AXP · 6.2% · long · since 2025-06-30
- JPM · 6.1% · long · since 2025-06-30
- BRK-B · 6.1% · long · since 2025-06-30
- NVDA · 5.9% · long · since 2025-06-30
- AMZN · 5.7% · long · since 2025-06-30
- WMT · 5.4% · long · since 2025-06-30
- COST · 5.3% · long · since 2025-06-30
- MSFT · 4.6% · long · since 2025-06-30
- 464287150 · 4.3% · long · since 2025-06-30