EdgeMarket › What Sageguard Financial Group, Llc reported owning
What Sageguard Financial Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
646.3MPositions
196Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 36.2M | 5.6% | 142.8K | 309.35 | +36.9% |
| WMT Walmart Inc. | 24.2M | 3.8% | 195.0K | 103.70 | +1.1% |
| NVDA NVIDIA CORP | 22.2M | 3.4% | 127.6K | 214.72 | +22.4% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 19.6M | 3.0% | 352.5K | 59.84 | +8.5% |
| AMZN AMAZON COM INC | 19.5M | 3.0% | 93.6K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 18.6M | 2.9% | 50.3K | 483.24 | -4.4% |
| unmapped CUSIP 084670702 | 17.9M | 2.8% | 37.3K | — | — |
| KO COCA COLA CO | 16.1M | 2.5% | 211.5K | 91.10 | +28.9% |
| GLD SPDR GOLD TRUST | 15.5M | 2.4% | 36.0K | 423.36 | +37.3% |
| COST COSTCO WHOLESALE CORP /NEW | 15.3M | 2.4% | 15.3K | 947.74 | -4.7% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 14.5M | 2.2% | 25.1K | 713.44 | +26.1% |
| BUFR FT Vest Laddered Buffer ETF | 12.9M | 2.0% | 381.9K | 37.30 | +14.5% |
| DUK Duke Energy CORP | 12.7M | 2.0% | 97.1K | 119.85 | -3.7% |
| JEPI JPMorgan Equity Premium Income ETF | 12.7M | 2.0% | 224.2K | 57.92 | +1.4% |
| LMT LOCKHEED MARTIN CORP | 12.2M | 1.9% | 20.2K | 563.57 | +26.4% |
| XOM ExxonMobil Holdings Corp | 11.5M | 1.8% | 67.6K | 165.11 | +52.1% |
| GE GENERAL ELECTRIC CO | 11.4M | 1.8% | 40.2K | 348.37 | +30.7% |
| MCD MCDONALDS CORP | 11.2M | 1.7% | 36.2K | 270.95 | -13.5% |
| PGR PROGRESSIVE CORP/OH/ | 11.0M | 1.7% | 55.4K | 219.28 | -13.2% |
| CAT CATERPILLAR INC | 10.8M | 1.7% | 15.3K | 827.90 | +96.8% |
| XLP State Street Consumer Staples Select Sector SP | 9.4M | 1.5% | 115.2K | 85.99 | +3.3% |
| CL COLGATE PALMOLIVE CO | 8.8M | 1.4% | 102.8K | 91.08 | +5.8% |
| META Meta Platforms, Inc. | 8.5M | 1.3% | 14.9K | 549.90 | -26.5% |
| XLF State Street Financial Select Sector SPDR ETF | 8.3M | 1.3% | 168.2K | 57.48 | +8.7% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 7.2M | 1.1% | 29.9K | 235.68 | -2.8% |
| PPA Invesco Aerospace & Defense ETF | 7.2M | 1.1% | 43.6K | 173.67 | +19.5% |
| IAU ISHARES GOLD TRUST | 7.0M | 1.1% | 79.2K | 86.79 | +37.5% |
| GOOG Alphabet Inc. | 6.9M | 1.1% | 24.0K | 341.75 | +70.7% |
| STLD STEEL DYNAMICS INC | 6.8M | 1.0% | 37.5K | 228.68 | +82.3% |
| CEG Constellation Energy Corp | 6.7M | 1.0% | 24.0K | 272.88 | -13.2% |
| IUSB iShares Core Universal USD Bond ETF | 6.6M | 1.0% | 141.8K | 45.43 | -1.7% |
| SPYI NEOS S&P 500 High Income ETF | 6.5M | 1.0% | 131.2K | 53.46 | +4.9% |
| IEF iShares 7-10 Year Treasury Bond ETF | 6.5M | 1.0% | 67.7K | 92.82 | -2.8% |
| FTCB First Trust Core Investment Grade ETF | 6.3M | 1.0% | 300.0K | 20.49 | -2.8% |
| XLK State Street Technology Select Sector SPDR ETF | 6.3M | 1.0% | 47.3K | 183.31 | +41.1% |
| ET Energy Transfer LP | 6.3M | 1.0% | 324.2K | 21.19 | +22.3% |
| T AT&T INC. | 6.0M | 0.9% | 206.3K | 25.29 | -13.6% |
| QQA Invesco QQQ Income Advantage ETF | 5.6M | 0.9% | 111.9K | 56.24 | +11.2% |
| VGT Vanguard Information Tech ETF | 5.5M | 0.8% | 7.9K | 118.42 | +38.5% |
| CVX CHEVRON CORP | 5.4M | 0.8% | 25.9K | 205.27 | +34.0% |
| TMFE Motley Fool Capital Efficiency 100 Index ETF | 5.3M | 0.8% | 194.3K | 30.77 | +8.5% |
| FENY Fidelity MSCI Energy Index ETF | 5.1M | 0.8% | 150.8K | 35.32 | +49.3% |
| FTSM First Trust Enhanced Short Maturity ETF | 5.0M | 0.8% | 83.8K | 59.87 | -0.3% |
| ISPY ProShares S&P 500 High Income ETF | 4.9M | 0.8% | 113.1K | 48.45 | +11.7% |
| WM WASTE MANAGEMENT INC | 4.9M | 0.8% | 21.3K | 224.06 | -2.6% |
| HCA HCA Healthcare, Inc. | 4.7M | 0.7% | 9.8K | 429.19 | +4.6% |
| ABBV AbbVie Inc. | 4.1M | 0.6% | 18.7K | 264.96 | +26.7% |
| GEV GE Vernova Inc. | 3.9M | 0.6% | 4.5K | 956.85 | +58.3% |
| JPM JPMORGAN CHASE & CO | 3.9M | 0.6% | 13.2K | 351.58 | +20.3% |
| XLI State Street Industrial Select Sector SPDR ETF | 3.7M | 0.6% | 22.8K | 180.25 | +19.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →