Long-term investor
Pacific Sage Partners, LLC @pacificsagepartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001936845).
Record
- Tracked since 2025-06-30 (434 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days +3.8% · 6 months +0.8% · 1 year +5.7% · all +5.7%
- Max drawdown -3.7% · Sharpe 0.06 · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHR · 13.4% · long · since 2025-06-30
- MSFT · 9.9% · long · since 2025-06-30
- BINC · 9.6% · long · since 2025-09-30
- SCHF · 6.8% · long · since 2025-06-30
- VGSH · 5.8% · long · since 2025-06-30
- VTIP · 5.8% · long · since 2025-06-30
- IWD · 5.7% · long · since 2025-06-30
- SSUS · 2.8% · long · since 2025-06-30
- SLDR · 2.5% · long · since 2025-06-30
- IWF · 2.5% · long · since 2025-06-30
- AVXC · 2.3% · long · since 2025-09-30
- SCHM · 2.3% · long · since 2025-06-30