Ownership history in Strive Asset Management, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Strive Asset Management, LLC reported a position in Strive 500 ETF (STRV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Strive Asset Management, LLC outperformed the S&P 500 by +0.2% annually on this STRV position. Timing score: 50% (2/4 decisions correct). Average cost basis: $38.32. Maximum drawdown during holding period: β4.4%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $35.74 (2025 Q1) Β· Worst: $39.84 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Strive Asset Management, LLC has been actively increasing its STRV allocation β a bullish signal from insiders.
Currently 14.41% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.