Long-term investor

Janney Montgomery Scott LLC @janneymontgomeryscottllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001329948).

Record

  • Tracked since 2025-06-30 (464 days), 105 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.4% · 6 months +2.9% · 1 year +2.6% · all +2.6%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 2.8% · long · since 2025-06-30
  • 464287200 · 2.7% · long · since 2025-06-30
  • NVDA · 1.8% · long · since 2025-06-30
  • 81369Y803 · 1.8% · long · since 2025-06-30
  • MSFT · 1.7% · long · since 2025-06-30
  • AVGO · 1.3% · long · since 2025-06-30
  • 023135106 · 1.3% · long · since 2025-06-30
  • 02079K305 · 1.3% · long · since 2025-06-30
  • 46090E103 · 1.2% · long · since 2025-06-30
  • JPM · 1.1% · long · since 2025-06-30
  • 78462F103 · 1.0% · long · since 2025-06-30
  • 81369Y605 · 1.0% · long · since 2025-06-30

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