Long-term investor
Carlton Hofferkamp & Jenks Wealth Management, LLC @carltonhofferkampjenkswe
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001510870).
Record
- Tracked since 2025-06-30 (434 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days +4.0% · 6 months +10.9% · 1 year +18.4% · all +18.4%
- Max drawdown 0.0% · Sharpe 1.77 · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46137V357 · 8.2% · long · since 2025-06-30
- 808524102 · 7.8% · long · since 2025-06-30
- SPY · 6.7% · long · since 2025-06-30
- 922908769 · 4.6% · long · since 2025-06-30
- AAPL · 3.6% · long · since 2025-06-30
- 922908637 · 3.5% · long · since 2025-06-30
- 922908736 · 3.3% · long · since 2025-06-30
- 922908363 · 3.0% · long · since 2025-06-30
- XOM · 2.8% · long · since 2025-06-30
- GOOGL · 2.2% · long · since 2025-06-30
- QQQ · 2.2% · long · since 2025-06-30
- COST · 1.9% · long · since 2025-06-30
Copy on paper, free More traders How copying works
Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.