Long-term investor

John A. Wolfe & Associates, Inc. @johnawolfeassociatesinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002118722).

Record

  • Tracked since 2025-12-31 (264 days), 46 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.8%
  • Max drawdown n/a · win rate 0% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 72201R874 · 28.1% · long · since 2025-12-31
  • 46641Q332 · 18.2% · long · since 2025-12-31
  • 921946794 · 7.3% · long · since 2025-12-31
  • 92204A702 · 5.7% · long · since 2025-12-31
  • 464287507 · 5.6% · long · since 2025-12-31
  • 464287887 · 4.9% · long · since 2025-12-31
  • 46090E103 · 3.0% · long · since 2025-12-31
  • 922908629 · 2.8% · long · since 2025-12-31
  • 025072877 · 2.3% · long · since 2025-12-31
  • 25434V302 · 2.3% · long · since 2026-03-31
  • 464286525 · 2.1% · long · since 2025-12-31
  • 921946406 · 1.9% · long · since 2025-12-31

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