SageOak Financial, LLC
Nilai portofolio QoQ: +8.0% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,17% Perkiraan pembelian $4.567.228 · penjualan $3.218.049
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 88,1% masih dipegang
Rincian sektor
Portofolio lengkap 37 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $33.108.386 | 21,53% | 746.357 | $3.115.006 | Turun ×1 | ||
| DCOR | $22.290.378 | 14,50% | 271.900 | $2.814.866 | Naik ×2 | ||
| DFSD | $19.973.167 | 12,99% | 418.286 | $759.751 | Naik ×4 | ||
| DFIC | $14.097.911 | 9,17% | 378.366 | $444.942 | Turun ×3 | ||
| DFGX | $13.223.552 | 8,60% | 246.732 | $789.269 | Naik ×4 | ||
| DFCF | $13.040.768 | 8,48% | 308.950 | $605.463 | Naik ×6 | ||
| DGCB | $7.605.723 | 4,95% | 139.121 | $499.677 | Naik ×6 | ||
| DFEM | $6.642.747 | 4,32% | 163.453 | $450.802 | Turun ×3 | ||
| WWJD | $2.234.837 | 1,45% | 58.611 | $489.098 | Naik ×1 | ||
| SPUS | $1.985.422 | 1,29% | 34.529 | $312.338 | Turun ×4 | ||
| DFGR | $1.909.413 | 1,24% | 65.910 | $140.681 | Turun ×1 | ||
| ESUM | $1.838.106 | 1,20% | 60.000 | $239.445 | Turun ×1 | ||
| PTL | $1.560.285 | 1,01% | 5.454 | $139.638 | Turun ×2 | ||
| XOM | $1.251.075 | 0,81% | 9.151 | $-301.236 | Naik ×2 | ||
| OKE | $1.217.988 | 0,79% | 14.010 | $271.766 | Naik ×1 | ||
| VOO | $1.156.588 | 0,75% | 1.684 | $150.314 | |||
| ELCV | $990.318 | 0,64% | 30.128 | $65.339 | Turun ×2 | ||
| TPSC | $935.730 | 0,61% | 19.502 | $81.883 | Turun ×2 | ||
| UMMA | $932.201 | 0,61% | 23.615 | $168.986 | Turun ×3 | ||
| DFAU | $916.981 | 0,60% | 17.740 | $56.227 | Turun ×1 | ||
| SO | $750.749 | 0,49% | 7.844 | $-6.354 | |||
| NVDL | $745.250 | 0,48% | 25.000 | Opsi beli | $19.550 | Naik ×1 | |
| DOV | $612.060 | 0,40% | 2.729 | $43.200 | |||
| DUSB | $584.903 | 0,38% | 11.518 | $-457.249 | Turun ×1 | ||
| DFAX | $567.557 | 0,37% | 15.406 | $51.043 | Naik ×2 | ||
| WMT | $485.546 | 0,32% | 4.287 | $-47.242 | |||
| VGMS | $398.010 | 0,26% | 7.760 | Naik ×1 | |||
| AAPL | $393.819 | 0,26% | 1.361 | $48.411 | |||
| FDVV | $335.616 | 0,22% | 5.567 | $28.112 | |||
| MSFT | $297.297 | 0,19% | 797 | $2.272 | |||
| BLES | $272.739 | 0,18% | 5.719 | $19.078 | |||
| SPSK | $269.140 | 0,18% | 14.944 | $3.789 | Naik ×6 | ||
| FDL | $246.562 | 0,16% | 5.067 | $-10.844 | |||
| VTI | $242.376 | 0,16% | 655 | $-3.364 | Turun ×1 | ||
| DFSU | $223.451 | 0,15% | 4.792 | ||||
| FV | $218.762 | 0,14% | 2.883 | Naik ×1 | |||
| DFIP | $213.236 | 0,14% | 5.169 | $-13.429 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFAC | Dipangkas | -25K | +$3.1M |
| DCOR | Beli lebih banyak | +2K | +$2.8M |
| DFGX | Beli lebih banyak | +10K | +$789K |
| DFSD | Beli lebih banyak | +17K | +$760K |
| DFCF | Beli lebih banyak | +14K | +$605K |
| DGCB | Beli lebih banyak | +8K | +$500K |
| WWJD | Beli lebih banyak | +12K | +$489K |
| DUSB | Dipangkas | -9K | -$457K |
| DFEM | Dipangkas | -16K | +$451K |
| DFIC | Dipangkas | -6K | +$445K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.