Long-term investor
Brooks, Moore & Associates, Inc. @brooksmooreassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767040).
Record
- Tracked since 2025-06-30 (446 days), 99 trades recorded
- Returns: week n/a · month n/a · 90 days +5.4% · 6 months n/a · 1 year +13.7% · all +13.7%
- Max drawdown n/a · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JPM · 4.2% · long · since 2025-06-30
- JNJ · 3.9% · long · since 2025-06-30
- 922908363 · 3.9% · long · since 2025-06-30
- KO · 3.4% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- GOOGL · 3.4% · long · since 2025-06-30
- 46641Q837 · 3.4% · long · since 2025-06-30
- ABBV · 3.3% · long · since 2025-06-30
- 808524755 · 3.2% · long · since 2025-06-30
- CSCO · 2.8% · long · since 2025-06-30
- XOM · 2.7% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30