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 (1110 days), 181 trades recorded
- Returns: week n/a · month n/a · 90 days +0.7% · 6 months +1.9% · 1 year +1.4% · all +1.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 85207H104 · 12.6% · long · since 2025-06-30
- 81369Y886 · 10.0% · long · since 2026-03-31
- 85207K107 · 9.3% · long · since 2025-06-30
- 74316P579 · 5.9% · long · since 2026-03-31
- DE · 4.3% · long · since 2025-06-30
- BRK-B · 2.8% · long · since 2025-06-30
- 00548F105 · 2.3% · long · since 2025-06-30
- AAPL · 2.1% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30
- INGR · 1.5% · long · since 2025-06-30
- GD · 1.3% · long · since 2025-06-30
- MSFT · 1.2% · long · since 2025-06-30