Long-term investor
Michael Brady & Co., LLC @michaelbradycollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002095497).
Record
- Tracked since 2025-12-31 (297 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -0.8% · 1 year n/a · all -0.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020G101 · 14.6% · long · since 2025-12-31
- 14020W106 · 14.0% · long · since 2025-12-31
- 14020V108 · 10.5% · long · since 2025-12-31
- 14020Y201 · 9.3% · long · since 2025-12-31
- 14020X104 · 8.6% · long · since 2025-12-31
- 14019W109 · 8.1% · long · since 2025-12-31
- 14021D107 · 5.1% · long · since 2025-12-31
- AAPL · 2.2% · long · since 2025-12-31
- 464287804 · 1.7% · long · since 2025-12-31
- MSFT · 1.6% · long · since 2025-12-31
- 14022A102 · 1.5% · long · since 2025-12-31
- 14020Y102 · 1.4% · long · since 2025-12-31