Long-term investor
Jackson, Grant Investment Advisers, Inc. @jacksongrantinvestmentad
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001650300).
Record
- Tracked since 2025-06-30 (448 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months n/a · 1 year +14.0% · all +14.0%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 13.4% · long · since 2025-06-30
- 46137V357 · 10.1% · long · since 2025-06-30
- 78464A763 · 8.0% · long · since 2025-06-30
- 921908844 · 7.2% · long · since 2025-06-30
- 922908629 · 5.2% · long · since 2025-06-30
- ABBV · 2.4% · long · since 2025-06-30
- 46138E354 · 2.3% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- 922908363 · 2.0% · long · since 2025-06-30
- 78464A854 · 2.0% · long · since 2025-06-30
- AAPL · 1.9% · long · since 2025-06-30
- 464287168 · 1.7% · long · since 2025-06-30