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 (484 days), 217 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +5.7% · 1 year +11.0% · all +11.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SHW · 4.7% · long · since 2025-06-30
- 149123101 · 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