Long-term investor
Dougherty & Associates, LLC @doughertyassociatesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109295).
Record
- Tracked since 2025-12-31 (261 days), 12 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.3%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 11.0% · long · since 2025-12-31
- RCL · 9.4% · long · since 2025-12-31
- VGT · 8.0% · long · since 2025-12-31
- PFXF · 7.3% · long · since 2025-12-31
- GOOGL · 6.2% · long · since 2025-12-31
- VOO · 6.2% · long · since 2025-12-31
- PANW · 3.9% · long · since 2025-12-31
- AAPL · 3.6% · long · since 2025-12-31
- AMZN · 3.2% · long · since 2025-12-31
- MSFT · 2.5% · long · since 2025-12-31
- QQQM · 2.4% · long · since 2025-12-31
- GE · 2.3% · long · since 2025-12-31