Long-term investor

Braun Stacey Associates Inc. @braunstaceyassociatesinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000872080).

Record

  • Tracked since 2025-06-30 (441 days), 87 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.1% · 6 months n/a · 1 year +19.7% · all +19.7%
  • Max drawdown n/a · win rate 24% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 6.3% · long · since 2025-06-30
  • AAPL · 5.5% · long · since 2025-06-30
  • MSFT · 3.6% · long · since 2025-06-30
  • GOOGL · 3.3% · long · since 2025-06-30
  • MU · 3.1% · long · since 2025-06-30
  • AMZN · 3.1% · long · since 2025-06-30
  • WDC · 2.8% · long · since 2025-09-30
  • AVGO · 2.2% · long · since 2025-06-30
  • VRT · 1.9% · long · since 2025-06-30
  • LRCX · 1.9% · long · since 2025-06-30
  • CRDO · 1.8% · long · since 2025-06-30
  • LITE · 1.8% · long · since 2025-09-30

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