Long-term investor
Marotta Asset Management @marottaassetmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802091).
Record
- Tracked since 2025-06-30 (460 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months +0.9% · 1 year +0.9% · all +0.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908512 · 7.2% · long · since 2025-09-30
- 19762B202 · 6.8% · long · since 2025-09-30
- 922908611 · 5.8% · long · since 2025-09-30
- 92204A702 · 5.7% · long · since 2025-09-30
- 922020805 · 5.5% · long · since 2025-09-30
- 92203J407 · 5.2% · long · since 2025-09-30
- 316092808 · 3.9% · long · since 2025-09-30
- 922042858 · 3.4% · long · since 2025-09-30
- 78468R812 · 3.0% · long · since 2025-09-30
- 921946885 · 2.8% · long · since 2025-09-30
- 316092600 · 2.6% · long · since 2025-09-30
- 316092303 · 2.2% · long · since 2025-09-30