Long-term investor
Bull Oak Capital, LLC @bulloakcapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001824263).
Record
- Tracked since 2025-06-30 (448 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months n/a · 1 year +16.4% · all +16.4%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 36.1% · long · since 2025-06-30
- 46432F842 · 13.0% · long · since 2025-06-30
- 46138E339 · 10.2% · long · since 2025-06-30
- 464288679 · 9.3% · long · since 2025-06-30
- 025072885 · 4.3% · long · since 2025-06-30
- 46436E718 · 3.5% · long · since 2025-06-30
- 78464A854 · 3.4% · long · since 2025-06-30
- 025072802 · 2.6% · long · since 2025-06-30
- 025072877 · 2.6% · long · since 2025-06-30
- IAU · 2.5% · long · since 2025-06-30
- 921937827 · 2.1% · long · since 2025-06-30
- 78464A649 · 1.4% · long · since 2025-06-30