Long-term investor
Drake & Associates, LLC @drakeassociatesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001935795).
Record
- Tracked since 2025-12-31 (257 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.8%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- RECS · 9.1% · long · since 2025-12-31
- FBND · 8.4% · long · since 2025-12-31
- PVAL · 8.2% · long · since 2025-12-31
- SPYG · 7.6% · long · since 2025-12-31
- IJH · 7.5% · long · since 2025-12-31
- ACWI · 7.3% · long · since 2025-12-31
- JAAA · 6.5% · long · since 2025-12-31
- AFIF · 6.1% · long · since 2026-06-30
- IDMO · 6.1% · long · since 2025-12-31
- PYLD · 4.6% · long · since 2025-12-31
- AVUV · 4.5% · long · since 2025-12-31
- OUNZ · 3.6% · long · since 2025-12-31