Long-term investor
Sageguard Financial Group, LLC @sageguardfinancialgroupl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001861378).
Record
- Tracked since 2021-06-30 (1895 days), 365 trades recorded
- Returns: week n/a · month n/a · 90 days +5.9% · 6 months +36.0% · 1 year +36.0% · all +33.3%
- Max drawdown -1.9% · Sharpe 0.95 · win rate 2% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.7% · long · since 2021-06-30
- NVDA · 3.4% · long · since 2021-06-30
- 46654Q203 · 3.3% · long · since 2025-12-31
- WMT · 3.2% · long · since 2021-06-30
- AMZN · 3.0% · long · since 2021-06-30
- BRK-B · 2.6% · long · since 2021-06-30
- QQQ · 2.6% · long · since 2021-06-30
- MSFT · 2.3% · long · since 2021-06-30
- CAT · 2.2% · long · since 2021-06-30
- KO · 2.2% · long · since 2021-06-30
- 369604301 · 2.1% · long · since 2025-12-31
- COST · 1.9% · long · since 2025-12-31
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