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 (465 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months +1.1% · 1 year +17.6% · all +17.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287226 · 11.5% · long · since 2025-06-30
- 92206C714 · 9.6% · long · since 2025-06-30
- 92206C680 · 8.1% · long · since 2025-06-30
- 808524805 · 5.7% · long · since 2025-06-30
- 922908652 · 5.2% · long · since 2025-06-30
- 808524706 · 3.8% · long · since 2025-06-30
- 46435G672 · 3.4% · long · since 2025-06-30
- 46434V647 · 2.9% · long · since 2025-06-30
- 808524888 · 2.7% · long · since 2025-06-30
- 464287200 · 2.3% · long · since 2025-06-30
- AAPL · 1.7% · long · since 2025-06-30
- 921937835 · 1.4% · long · since 2025-06-30