Long-term investor
Mcalister, Sweet & Associates, Inc. @mcalistersweetassociates
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001774087).
Record
- Tracked since 2025-06-30 (445 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months n/a · 1 year +20.3% · all +20.3%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 33.0% · long · since 2025-06-30
- 46090E103 · 8.0% · long · since 2026-03-31
- SCHD · 5.7% · long · since 2025-06-30
- AAPL · 5.7% · long · since 2025-06-30
- FLHY · 5.5% · long · since 2026-03-31
- XLF · 4.6% · long · since 2026-03-31
- AMZN · 3.7% · long · since 2025-06-30
- 097023105 · 3.3% · long · since 2026-03-31
- VXUS · 3.2% · long · since 2025-09-30
- PAUG · 3.0% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- PMAY · 2.8% · long · since 2025-06-30