Long-term investor
Valley Brook Capital Group, Inc. @valleybrookcapitalgroupi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001851418).
Record
- Tracked since 2025-06-30 (448 days), 79 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months n/a · 1 year +19.6% · all +19.6%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 7.1% · long · since 2025-06-30
- MSFT · 5.4% · long · since 2025-06-30
- CAT · 4.7% · long · since 2025-06-30
- JPM · 3.5% · long · since 2025-06-30
- NVDA · 3.5% · long · since 2025-06-30
- AVGO · 3.5% · long · since 2025-06-30
- ABBV · 3.3% · long · since 2025-06-30
- HD · 2.7% · long · since 2025-06-30
- AMZN · 2.5% · long · since 2025-06-30
- 02079K107 · 2.3% · long · since 2025-06-30
- RTX · 2.1% · long · since 2025-06-30
- 907818108 · 2.1% · long · since 2025-06-30