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Portfolio (Quarterly) Guide ↗

SageGuard Financial Group, LLC

· CIK 0001861378
13F Portfolio $712M AUM 211 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 46 New 54 Added 98 Reduced 12 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VRT VERTIV HOLDINGS CO Industrials 2,548.0 $853K 0.12% NEW $334.82 -21.8%
22 TJX TJX COS INC NEW Consumer Cyclical 5,524.0 $837K 0.12% NEW $151.51 -7.3%
23 TSPA T ROWE PRICE EXCHANGE-TRADED 15,234.0 $724K 0.10% NEW $47.53 +1.5%
24 SPACE EXPLORATION TECHN CORP 4,026.0 $688K 0.10% NEW $170.86
25 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 6,258.0 $576K 0.08% NEW $92.09 -3.2%
26 TEMA ETF TRUST 18,396.0 $559K 0.08% NEW $30.38
27 AMCOR PLC 12,202.0 $529K 0.07% NEW $43.35
28 MU MICRON TECHNOLOGY INC Technology 422.0 $487K 0.07% NEW $1153.31 -16.2%
29 DMLP DORCHESTER MINERALS L P Energy 17,387.0 $439K 0.06% NEW $25.25 +14.9%
30 NLR VANECK ETF TRUST 3,269.0 $379K 0.05% NEW $115.99 +3.4%
31 SOXX ISHARES TR 567.0 $363K 0.05% NEW $640.79 -18.8%
32 COPX GLOBAL X FDS 3,966.0 $305K 0.04% NEW $76.97 +22.9%
33 MRVL MARVELL TECHNOLOGY INC Technology 953.0 $284K 0.04% NEW $297.89 -20.4%
34 IJH ISHARES TR 3,511.0 $271K 0.04% NEW $77.12 -0.5%
35 SHW SHERWIN WILLIAMS CO Basic Materials 773.0 $266K 0.04% NEW $344.38 +0.6%
36 ANNALY CAPITAL MANAGEMENT IN 11,673.0 $261K 0.04% NEW $22.36
37 HAL HALLIBURTON CO Energy 7,034.0 $239K 0.03% NEW $33.95 +4.1%
38 ASML ASML HLDG NV Technology 117.0 $233K 0.03% NEW $1989.44 -11.3%
39 TER TERADYNE INC Technology 472.0 $228K 0.03% NEW $483.85 -22.3%
40 VTV VANGUARD INDEX FDS 1,045.0 $228K 0.03% NEW $218.00 +3.9%
Page 2 of 3  ·  46 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
Technology 24.6%
Financial Services 15.0%
Consumer Defensive 14.5%
Industrials 12.5%
Consumer Cyclical 8.8%
Energy 6.8%
Utilities 6.5%
Healthcare 4.9%
Communication Services 4.1%
Basic Materials 1.8%