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 (431 days), 48 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.7% · 6 months +7.9% · 1 year +18.5% · all +18.5%
  • Max drawdown -5.2% · Sharpe 0.92 · win rate 41% · 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

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