Long-term investor
Basepoint Wealth LLC @basepointwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002088236).
Record
- Tracked since 2023-09-30 (1073 days), 177 trades recorded
- Returns: week n/a · month n/a · 90 days -2.2% · 6 months +15.5% · 1 year +28.5% · all +28.5%
- Max drawdown -2.2% · Sharpe 1.47 · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 85207H104 · 12.6% · long · since 2023-09-30
- 81369Y886 · 10.0% · long · since 2026-03-31
- 85207K107 · 9.3% · long · since 2023-09-30
- 74316P579 · 5.9% · long · since 2026-03-31
- DE · 4.3% · long · since 2023-09-30
- BRK-B · 2.8% · long · since 2023-09-30
- 00548F105 · 2.3% · long · since 2023-09-30
- AAPL · 2.1% · long · since 2023-09-30
- NVDA · 1.7% · long · since 2023-09-30
- INGR · 1.5% · long · since 2023-09-30
- GD · 1.3% · long · since 2023-09-30
- MSFT · 1.2% · long · since 2023-09-30
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