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 (434 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months +11.4% · 1 year +17.2% · all +17.2%
- Max drawdown 0.0% · Sharpe 1.42 · win rate 46% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908512 · 7.1% · long · since 2025-06-30
- 19762B202 · 7.0% · long · since 2025-06-30
- 922908611 · 6.0% · long · since 2025-06-30
- 92204A702 · 5.8% · long · since 2025-06-30
- 922020805 · 5.5% · long · since 2025-06-30
- 92203J407 · 5.1% · long · since 2025-06-30
- 316092808 · 3.4% · long · since 2025-06-30
- 922042858 · 3.3% · long · since 2025-06-30
- 921946885 · 2.9% · long · since 2025-06-30
- 78468R812 · 2.6% · long · since 2025-06-30
- 316092600 · 2.6% · long · since 2025-06-30
- 92204A504 · 2.5% · long · since 2025-06-30
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