Long-term investor

Sageview Advisory Group, LLC @sageviewadvisorygroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001914558).

Record

  • Tracked since 2025-06-30 (431 days), 48 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.1% · 6 months +7.7% · 1 year +12.0% · all +12.0%
  • Max drawdown -2.1% · Sharpe 0.52 · win rate 5% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287226 · 13.5% · long · since 2025-06-30
  • 92206C714 · 10.2% · long · since 2025-06-30
  • 92206C680 · 8.3% · long · since 2025-06-30
  • 808524805 · 6.0% · long · since 2025-06-30
  • 922908652 · 5.0% · long · since 2025-06-30
  • 808524706 · 4.1% · long · since 2025-06-30
  • 46435G672 · 4.0% · long · since 2025-06-30
  • 46434V647 · 3.1% · long · since 2025-06-30
  • 808524888 · 3.0% · long · since 2025-06-30
  • AAPL · 1.7% · long · since 2025-06-30
  • 78468R606 · 1.1% · long · since 2025-06-30
  • 464287200 · 1.0% · long · since 2025-06-30

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