Long-term investor
Sacks & Associates, LLC @sacksassociatesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002145868).
Record
- Tracked since 2025-12-31 (284 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +1.7% · 6 months +4.0% · 1 year n/a · all -5.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287408 · 10.4% · long · since 2025-12-31
- BRK-B · 5.6% · long · since 2025-12-31
- 78468R663 · 4.3% · long · since 2025-12-31
- 81369Y308 · 4.2% · long · since 2025-12-31
- 46641Q134 · 4.2% · long · since 2025-12-31
- 92189F676 · 3.7% · long · since 2025-12-31
- 33740F748 · 3.7% · long · since 2026-06-30
- 464287309 · 3.5% · long · since 2025-12-31
- 33738D309 · 3.3% · long · since 2025-12-31
- 00162Q452 · 3.1% · long · since 2025-12-31
- 464287648 · 2.8% · long · since 2025-12-31
- GOOGL · 2.8% · long · since 2025-12-31