Long-term investor
Notis-mcconarty Edward @notismcconartyedward
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001592616).
Record
- Tracked since 2025-06-30 (448 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days +1.8% · 6 months n/a · 1 year +13.2% · all +13.2%
- Max drawdown n/a · win rate 7% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 6.9% · long · since 2025-06-30
- NVDA · 6.0% · long · since 2025-06-30
- AMD · 5.3% · long · since 2025-06-30
- AAPL · 5.2% · long · since 2025-06-30
- AMAT · 4.5% · long · since 2025-06-30
- ADI · 4.2% · long · since 2025-06-30
- MA · 3.6% · long · since 2025-06-30
- MSFT · 3.6% · long · since 2025-06-30
- RTX · 3.4% · long · since 2025-06-30
- ROK · 3.4% · long · since 2025-06-30
- JNJ · 3.3% · long · since 2025-06-30
- AMZN · 3.3% · long · since 2025-06-30