Long-term investor

M.e. Allison & Co., Inc. @meallisoncoinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001619532).

Record

  • Tracked since 2025-06-30 (476 days), 141 trades recorded
  • Returns: week n/a · month n/a · 90 days -3.3% · 6 months +15.8% · 1 year +20.3% · all +20.3%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 14020G101 · 5.0% · long · since 2025-09-30
  • 14020W106 · 4.3% · long · since 2025-09-30
  • AAPL · 3.1% · long · since 2025-09-30
  • 78462F103 · 2.8% · long · since 2025-09-30
  • 46641Q332 · 2.4% · long · since 2025-09-30
  • MSFT · 2.2% · long · since 2025-09-30
  • 14020V108 · 2.2% · long · since 2025-09-30
  • BE · 2.1% · long · since 2025-09-30
  • 46654Q203 · 2.1% · long · since 2025-09-30
  • 92647X830 · 1.8% · long · since 2025-09-30
  • 47103U845 · 1.8% · long · since 2025-09-30
  • AVGO · 1.7% · long · since 2025-09-30

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