Long-term investor
Silver Oak Securities, Incorporated @silveroaksecuritiesincor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001080576).
Record
- Tracked since 2025-06-30 (464 days), 189 trades recorded
- Returns: week n/a · month n/a · 90 days +0.5% · 6 months +4.0% · 1 year +5.5% · all +5.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020V108 · 2.7% · long · since 2025-12-31
- 33733E104 · 2.2% · long · since 2025-06-30
- 92647N824 · 2.1% · long · since 2025-06-30
- 14020W106 · 2.1% · long · since 2025-06-30
- AAPL · 2.0% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30
- 46090E103 · 1.6% · long · since 2025-06-30
- 33738R506 · 1.5% · long · since 2025-06-30
- 92647N782 · 1.4% · long · since 2026-06-30
- CAT · 1.3% · long · since 2025-06-30
- 746729300 · 1.3% · long · since 2025-06-30
- 922908769 · 1.3% · long · since 2025-06-30