Long-term investor
Rhodes Investment Advisors Inc. /Adv @rhodesinvestmentadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001005186).
Record
- Tracked since 2025-12-31 (250 days), 89 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months n/a · 1 year n/a · all +5.4%
- Max drawdown n/a · win rate 4% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 4.6% · long · since 2025-12-31
- GOOG · 3.2% · long · since 2025-12-31
- META · 3.2% · long · since 2025-12-31
- GE · 2.9% · long · since 2025-12-31
- JPM · 2.7% · long · since 2025-12-31
- AIRR · 2.6% · long · since 2025-12-31
- AAPL · 2.5% · long · since 2025-12-31
- GDX · 2.5% · long · since 2025-12-31
- IWY · 2.5% · long · since 2025-12-31
- AMZN · 2.3% · long · since 2025-12-31
- NVDA · 2.2% · long · since 2025-12-31
- GEV · 2.1% · long · since 2025-12-31