Long-term investor
Dividend Assets Capital, LLC @dividendassetscapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001365167).
Record
- Tracked since 2025-12-31 (257 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +4.7% · 6 months n/a · 1 year n/a · all +5.8%
- Max drawdown n/a · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 5.0% · long · since 2025-12-31
- COST · 4.3% · long · since 2025-12-31
- KLAC · 3.6% · long · since 2025-12-31
- JPM · 3.2% · long · since 2025-12-31
- V · 3.2% · long · since 2025-12-31
- TXN · 3.0% · long · since 2025-12-31
- HEI · 3.0% · long · since 2025-12-31
- UNH · 2.9% · long · since 2025-12-31
- AVGO · 2.9% · long · since 2025-12-31
- NEE · 2.6% · long · since 2025-12-31
- AMGN · 2.5% · long · since 2025-12-31
- ORCL · 2.4% · long · since 2025-12-31