Long-term investor

Estabrook Capital Management @estabrookcapitalmanageme

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001344717).

Record

  • Tracked since 2025-12-31 (257 days), 21 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.9% · 6 months n/a · 1 year n/a · all +8.3%
  • Max drawdown n/a · win rate 5% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MSFT · 7.8% · long · since 2025-12-31
  • JPM · 7.1% · long · since 2025-12-31
  • AAPL · 6.9% · long · since 2025-12-31
  • COST · 4.1% · long · since 2025-12-31
  • GOOGL · 3.2% · long · since 2025-12-31
  • JNJ · 3.1% · long · since 2025-12-31
  • CSCO · 2.8% · long · since 2025-12-31
  • GLW · 2.6% · long · since 2025-12-31
  • C · 2.6% · long · since 2025-12-31
  • IBM · 2.5% · long · since 2025-12-31
  • PNC · 2.4% · long · since 2025-12-31
  • BAC · 2.2% · long · since 2025-12-31

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