Long-term investor

Mason & Associates Inc. @masonassociatesinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001917686).

Record

  • Tracked since 2025-06-30 (473 days), 107 trades recorded
  • Returns: week n/a · month n/a · 90 days -1.1% · 6 months +2.4% · 1 year +0.7% · all +0.7%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287622 · 11.0% · long · since 2025-12-31
  • 19761L706 · 7.1% · long · since 2025-06-30
  • 25434V401 · 6.4% · long · since 2025-06-30
  • 92189F676 · 4.2% · long · since 2025-06-30
  • 45409B560 · 4.0% · long · since 2025-06-30
  • 025072703 · 3.9% · long · since 2025-06-30
  • 47103U845 · 3.0% · long · since 2025-06-30
  • 92206C409 · 3.0% · long · since 2025-06-30
  • 46641Q761 · 2.9% · long · since 2025-06-30
  • 78468R408 · 2.6% · long · since 2025-06-30
  • AMD · 2.3% · long · since 2025-06-30
  • 025072604 · 2.2% · long · since 2025-06-30

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