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Portfolio (Quarterly) Guide ↗

SAGE PRIVATE WEALTH GROUP, LLC

· CIK 0001845635
13F Portfolio $222M AUM 100 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 100 New
Page 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSCO CISCO SYS INC COM Technology 5,486.0 $644K 0.29% NEW $117.45 -7.0%
42 CMCSA COMCAST CORP NEW CL A Communication Services 25,836.0 $634K 0.28% NEW $24.55 +7.9%
43 FDS FACTSET RESH SYS INC COM Financial Services 2,752.0 $633K 0.28% NEW $230.04 +31.3%
44 JCI JOHNSON CTLS INTL PLC SHS Industrials 4,295.0 $628K 0.28% NEW $146.12 -0.8%
45 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 664.0 $621K 0.28% NEW $935.20 -2.1%
46 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 2,114.0 $620K 0.28% NEW $293.24 +2.7%
47 FSLR FIRST SOLAR INC COM Energy 2,588.0 $611K 0.28% NEW $235.96 -13.4%
48 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 6,291.0 $605K 0.27% NEW $96.12 -54.4%
49 AXP AMERICAN EXPRESS CO COM Financial Services 1,756.0 $594K 0.27% NEW $338.31 -3.6%
50 TGT TARGET CORP COM Consumer Defensive 4,454.0 $582K 0.26% NEW $130.62 +25.9%
51 AFL AFLAC INC COM Financial Services 4,957.0 $581K 0.26% NEW $117.24 -0.0%
52 CMG Chipotle Mexican Grill Inc Consumer Cyclical 16,288.0 $554K 0.25% NEW $34.00 +8.6%
53 CRM SALESFORCE INC COM Technology 3,483.0 $546K 0.24% NEW $156.68 +65.5%
54 TSLA TESLA INC COM Consumer Cyclical 1,263.0 $531K 0.24% NEW $420.60 -15.8%
55 BBY BEST BUY INC COM Consumer Cyclical 6,575.0 $499K 0.22% NEW $75.87 +19.0%
56 SJM SMUCKER J M CO COM NEW Consumer Defensive 4,393.0 $494K 0.22% NEW $112.49 +12.1%
57 STE STERIS PLC SHS USD Healthcare 2,297.0 $484K 0.22% NEW $210.56 +6.7%
58 IVV ISHARES CORE S&P 500 ETF 628.0 $470K 0.21% NEW $748.57 +3.4%
59 O REALTY INCOME CORP COM Real Estate 7,511.0 $465K 0.21% NEW $61.96 -1.1%
60 INTU INTUIT COM Technology 1,775.0 $463K 0.21% NEW $260.93 +27.5%
Page 3 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.6%
Technology 30.8%
Consumer Cyclical 7.1%
Healthcare 7.0%
Consumer Defensive 5.0%
Industrials 4.3%
Communication Services 2.9%
Energy 1.6%
Basic Materials 0.9%
Real Estate 0.5%