Long-term investor
Brendel Financial Advisors LLC @brendelfinancialadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001768065).
Record
- Tracked since 2025-06-30 (434 days), 216 trades recorded
- Returns: week n/a · month n/a · 90 days +5.6% · 6 months +8.4% · 1 year +16.1% · all +16.1%
- Max drawdown -0.6% · Sharpe 1.41 · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SHW · 4.7% · long · since 2025-06-30
- CAT · 4.1% · long · since 2025-06-30
- JNJ · 3.0% · long · since 2025-06-30
- BAR · 2.7% · long · since 2025-06-30
- ABBV · 2.6% · long · since 2025-06-30
- 33738D788 · 2.6% · long · since 2026-03-31
- 33738D770 · 2.5% · long · since 2026-03-31
- 512807306 · 2.5% · long · since 2026-03-31
- 464287226 · 2.5% · long · since 2025-09-30
- WMT · 2.4% · long · since 2025-06-30
- DOV · 2.4% · long · since 2025-06-30
- CTAS · 2.3% · long · since 2025-06-30
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