Long-term investor

Sacks & Associates, LLC @sacksassociatesllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002145868).

Record

  • Tracked since 2026-03-31 (181 days), 41 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.5% · 6 months n/a · 1 year n/a · all +8.3%
  • Max drawdown n/a · win rate 29% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287408 · 10.7% · long · since 2026-03-31
  • BRK-B · 5.5% · long · since 2026-03-31
  • 81369Y308 · 4.5% · long · since 2026-03-31
  • 78468R663 · 4.3% · long · since 2026-03-31
  • 46641Q134 · 4.1% · long · since 2026-03-31
  • 33740F748 · 3.5% · long · since 2026-06-30
  • 92189F676 · 3.3% · long · since 2026-03-31
  • 464287309 · 3.2% · long · since 2026-03-31
  • 33738D309 · 3.2% · long · since 2026-03-31
  • 00162Q452 · 3.1% · long · since 2026-03-31
  • 78464A839 · 3.0% · long · since 2026-03-31
  • 464287648 · 2.9% · long · since 2026-03-31

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