Long-term investor
Brogan Financial, Inc. @broganfinancialinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001889918).
Record
- Tracked since 2025-06-30 (448 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months n/a · 1 year +12.7% · all +12.7%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 26922A222 · 35.9% · long · since 2025-06-30
- 26922A446 · 13.9% · long · since 2025-06-30
- 26922A388 · 11.7% · long · since 2025-06-30
- 46137V357 · 11.6% · long · since 2025-06-30
- 25434V203 · 10.5% · long · since 2025-06-30
- 78464A854 · 2.9% · long · since 2025-06-30
- AAPL · 1.8% · long · since 2025-06-30
- AMZN · 0.5% · long · since 2025-06-30
- TXN · 0.5% · long · since 2025-06-30
- MSFT · 0.5% · long · since 2025-06-30
- CAT · 0.5% · long · since 2025-06-30
- 922908363 · 0.5% · long · since 2025-06-30