Long-term investor
Heffernan Advisory, Inc. @heffernanadvisoryinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001536230).
Record
- Tracked since 2025-12-31 (287 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days -9.5% · 6 months -9.5% · 1 year n/a · all -9.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V872 · 31.3% · long · since 2025-12-31
- AJG · 19.4% · long · since 2026-09-30
- 25434V708 · 10.1% · long · since 2025-12-31
- 25434V864 · 6.0% · long · since 2025-12-31
- 25434V799 · 5.5% · long · since 2025-12-31
- 25434V575 · 4.0% · long · since 2025-12-31
- 25434V732 · 2.5% · long · since 2025-12-31
- 52468L406 · 2.4% · long · since 2025-12-31
- 25434V567 · 2.2% · long · since 2025-12-31
- STX · 1.0% · long · since 2026-06-30
- 922908769 · 0.9% · long · since 2025-12-31
- 26923G806 · 0.9% · long · since 2025-12-31