Long-term investor

Mcgrath & Associates, Inc. @mcgrathassociatesinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054701).

Record

  • Tracked since 2025-06-30 (431 days), 38 trades recorded
  • Returns: week n/a · month n/a · 90 days +4.3% · 6 months +8.3% · 1 year +16.2% · all +16.2%
  • Max drawdown 0.0% · Sharpe 1.71 · win rate 63% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 72201R775 · 21.1% · long · since 2025-06-30
  • 97717Y568 · 10.5% · long · since 2025-06-30
  • 88636J345 · 9.9% · long · since 2025-06-30
  • 25434V708 · 8.3% · long · since 2025-06-30
  • 25434V880 · 6.2% · long · since 2025-06-30
  • 88636J816 · 5.5% · long · since 2025-06-30
  • 808524797 · 4.5% · long · since 2025-06-30
  • 25434V740 · 3.2% · long · since 2025-06-30
  • 808524763 · 2.9% · long · since 2025-06-30
  • 808524755 · 2.6% · long · since 2025-06-30
  • 808524748 · 2.6% · long · since 2025-06-30
  • 25434V799 · 2.3% · long · since 2025-06-30

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