Long-term investor
Sageoak Financial, LLC @sageoakfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055829).
Record
- Tracked since 2025-06-30 (477 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days +5.5% · 6 months -0.0% · 1 year -0.0% · all -0.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 21.5% · long · since 2025-09-30
- 25239Y220 · 14.7% · long · since 2026-09-30
- 25434V864 · 13.4% · long · since 2025-09-30
- 25434V799 · 9.3% · long · since 2025-09-30
- 25434V575 · 8.7% · long · since 2025-09-30
- 25434V872 · 8.6% · long · since 2025-09-30
- 25434V567 · 5.0% · long · since 2025-09-30
- 25434V732 · 4.3% · long · since 2025-09-30
- 66538H419 · 1.6% · long · since 2025-09-30
- 886364801 · 1.3% · long · since 2025-09-30
- 86280R787 · 1.3% · long · since 2025-09-30
- 25434V658 · 1.2% · long · since 2025-09-30