Long-term investor
Moors & Cabot, Inc. @moorscabotinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001607239).
Record
- Tracked since 2025-06-30 (434 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days +5.7% · 6 months +5.2% · 1 year +12.9% · all +12.9%
- Max drawdown -1.3% · Sharpe 0.88 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.8% · long · since 2025-06-30
- NVDA · 4.4% · long · since 2025-06-30
- TPL · 2.9% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- GOOGL · 2.1% · long · since 2025-06-30
- JPM · 1.6% · long · since 2025-06-30
- AVGO · 1.4% · long · since 2025-06-30
- JNJ · 1.2% · long · since 2025-06-30
- WMT · 1.1% · long · since 2025-06-30
- MU · 1.1% · long · since 2025-06-30
- LLY · 1.1% · long · since 2025-06-30