Long-term investor
Mccarley & Cook Financial Planners @mccarleycookfinancialpla
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002159252).
Record
- Tracked since 2025-12-31 (300 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +2.5% · 1 year n/a · all +2.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 34.4% · long · since 2025-12-31
- 921943858 · 16.6% · long · since 2025-12-31
- 25239Y212 · 4.6% · long · since 2025-12-31
- 025072877 · 3.6% · long · since 2025-12-31
- 464287507 · 3.5% · long · since 2025-12-31
- 25434V666 · 3.2% · long · since 2025-12-31
- 46434G103 · 3.0% · long · since 2025-12-31
- 14020Y102 · 2.4% · long · since 2025-12-31
- 19762B202 · 2.3% · long · since 2025-12-31
- PG · 2.2% · long · since 2025-12-31
- 25434V799 · 1.8% · long · since 2025-12-31
- 464287614 · 1.5% · long · since 2025-12-31