Long-term investor
William Mack & Associates, Inc. @williammackassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002096700).
Record
- Tracked since 2025-03-31 (547 days), 163 trades recorded
- Returns: week n/a · month n/a · 90 days +7.1% · 6 months +21.4% · 1 year +21.4% · all +17.3%
- Max drawdown -3.4% · Sharpe 1.05 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VCSH · 17.0% · long · since 2025-03-31
- VEA · 15.0% · long · since 2025-03-31
- VO · 14.1% · long · since 2025-03-31
- DISV · 8.3% · long · since 2025-03-31
- FNDF · 5.4% · long · since 2025-03-31
- CWB · 4.5% · long · since 2025-03-31
- SCHG · 4.5% · long · since 2025-03-31
- AAPL · 3.6% · long · since 2025-03-31
- MSFT · 1.5% · long · since 2025-03-31
- VTEB · 1.3% · long · since 2025-03-31
- VV · 1.2% · long · since 2025-03-31
- AMZN · 0.9% · long · since 2025-03-31