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 (479 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +10.4% · 1 year +14.9% · all +14.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46137V357 · 8.1% · long · since 2025-09-30
- 808524102 · 7.7% · long · since 2025-09-30
- 78462F103 · 6.8% · long · since 2025-09-30
- 922908769 · 4.6% · long · since 2025-09-30
- AAPL · 3.6% · long · since 2025-09-30
- 922908637 · 3.6% · long · since 2025-09-30
- 922908736 · 3.4% · long · since 2025-09-30
- 30233Q108 · 3.3% · long · since 2026-09-30
- 922908363 · 3.1% · long · since 2025-09-30
- 46090E103 · 2.2% · long · since 2025-09-30
- GOOGL · 2.1% · long · since 2025-09-30
- COST · 1.9% · long · since 2025-09-30