Long-term investor
Money Concepts Capital Corp. @moneyconceptscapitalcorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000716851).
Record
- Tracked since 2025-06-30 (462 days), 131 trades recorded
- Returns: week n/a · month n/a · 90 days +1.0% · 6 months +4.7% · 1 year +4.0% · all +4.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46436E536 · 5.5% · long · since 2025-06-30
- 46138E339 · 4.5% · long · since 2025-06-30
- 46434G103 · 4.0% · long · since 2026-03-31
- 922908363 · 3.6% · long · since 2025-06-30
- 464287473 · 3.4% · long · since 2025-06-30
- 46090E103 · 2.7% · long · since 2025-06-30
- 53656G498 · 2.0% · long · since 2025-06-30
- AAPL · 1.9% · long · since 2025-06-30
- 81369Y704 · 1.7% · long · since 2025-06-30
- 81369Y605 · 1.5% · long · since 2025-06-30
- 78464A805 · 1.4% · long · since 2025-06-30
- 46137V357 · 1.3% · long · since 2025-06-30