Long-term investor
Calton & Associates, Inc. @caltonassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000822648).
Record
- Tracked since 2025-06-30 (472 days), 206 trades recorded
- Returns: week n/a · month n/a · 90 days +1.1% · 6 months +9.8% · 1 year +15.7% · all +15.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 6.1% · long · since 2025-06-30
- 66538F140 · 3.8% · long · since 2025-06-30
- 78464A854 · 3.4% · long · since 2025-06-30
- 78462F103 · 3.2% · long · since 2025-06-30
- 316092840 · 2.6% · long · since 2025-06-30
- AAPL · 2.2% · long · since 2025-06-30
- 46090A879 · 1.8% · long · since 2025-06-30
- 808524300 · 1.8% · long · since 2025-06-30
- 233051200 · 1.8% · long · since 2025-06-30
- 78468R663 · 1.7% · long · since 2025-06-30
- 97717Y527 · 1.7% · long · since 2025-06-30
- 46138G649 · 1.5% · long · since 2025-06-30