Managed by Sageoak Financial, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $33.1M | 746.4K | 0.00% | — |
| 2 | ? N/A — | $30M | 771.8K | 0.00% | — |
| 3 | ? N/A — | $29.9M | 754.1K | 0.00% | — |
| 4 | ? N/A — | $29.7M | 769.3K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $27.3M |
| 762.3K |
| 0.00% |
| — |
| 6 | ? N/A — | $23.1M | 700.1K | 0.00% | — |
| 7 | ? N/A — | $22.3M | 271.9K | 0.00% | — |
| 8 | ? N/A — | $20.3M | 585.7K | 0.00% | — |
| 9 | ? N/A — | $20M | 418.3K | 0.00% | — |
| 10 | ? N/A — | $19.5M | 270.2K | 0.00% | — |
| 11 | ? N/A — | $19.5M | 264.5K | 0.00% | — |
| 12 | ? N/A — | $19.4M | 270.2K | 0.00% | — |
| 13 | ? N/A — | $19.2M | 401.3K | 0.00% | — |
| 14 | ? N/A — | $19M | 397.2K | 0.00% | — |
| 15 | ? N/A — | $18.5M | 383.1K | 0.00% | — |
| 16 | ? N/A — | $18M | 378.0K | 0.00% | — |
| 17 | ? N/A — | $17.6M | 262.9K | 0.00% | — |
| 18 | ? N/A — | $17M | 353.6K | 0.00% | — |
| 19 | ? N/A — | $14.1M | 378.4K | 0.00% | — |
| 20 | ? N/A — | $14M | 228.3K | 0.00% | — |