Long-term investor
Bokf, Na @bokfna
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000009634).
Record
- Tracked since 2025-06-30 (446 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days +8.8% · 6 months n/a · 1 year +18.4% · all +18.4%
- Max drawdown n/a · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287622 · 7.2% · long · since 2025-06-30
- 922908363 · 5.9% · long · since 2025-06-30
- XOM · 3.4% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- 922042858 · 2.8% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- 025072604 · 2.0% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30
- 464287507 · 1.8% · long · since 2025-06-30
- 46090E103 · 1.4% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30
- 78462F103 · 1.4% · long · since 2025-06-30