Long-term investor

Oregon Pacific Wealth Management, LLC @oregonpacificwealthmanag

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002043757).

Record

  • Tracked since 2025-06-30 (431 days), 198 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.7% · 6 months +8.8% · 1 year +14.9% · all +14.9%
  • Max drawdown -1.9% · Sharpe 0.90 · win rate 39% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 02072L185 · 10.1% · long · since 2025-06-30
  • 78463X889 · 7.1% · long · since 2025-09-30
  • 02072Q663 · 6.3% · long · since 2025-09-30
  • 02072L433 · 4.6% · long · since 2025-06-30
  • 46434G103 · 4.3% · long · since 2025-09-30
  • 78464A854 · 4.0% · long · since 2025-06-30
  • 25861R402 · 3.5% · long · since 2025-09-30
  • 46141T117 · 3.4% · long · since 2025-09-30
  • 72201R585 · 2.5% · long · since 2025-06-30
  • 464287200 · 2.4% · long · since 2025-06-30
  • 88636R586 · 1.7% · long · since 2026-03-31
  • 88636J204 · 1.6% · long · since 2025-06-30

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