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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 1 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 139,881.0 $40.5M 5.69% -5K -3.5% $289.36 +6.9%
2 NVDA NVIDIA CORPORATION Technology 119,956.0 $24.0M 3.37% -21K -14.8% $200.09 +7.3%
3 WMT WALMART INC Consumer Defensive 199,823.0 $22.6M 3.18% -6K -2.8% $113.26 -8.4%
4 AMZN AMAZON COM INC Consumer Cyclical 90,105.0 $21.5M 3.02% -7K -7.1% $238.34 +8.5%
5 BERKSHIRE HATHAWAY INC DEL 37,392.0 $18.7M 2.63% -2K -5.1% $500.38
6 MSFT MICROSOFT CORP Technology 42,979.0 $16.0M 2.25% -10K -19.4% $373.02 +29.5%
7 CAT CATERPILLAR INC Industrials 14,886.0 $15.9M 2.23% -464.0 -3.0% $1064.88 -22.3%
8 KO COCA COLA CO Consumer Defensive 192,968.0 $15.7M 2.20% -51K -21.0% $81.27 +12.1%
9 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 14,133.0 $13.2M 1.86% -1K -9.2% $935.45 +1.3%
10 BUFR FIRST TR EXCHNG TRADED FD VI 335,902.0 $12.3M 1.72% -119K -26.2% $36.53 +2.1%
11 DUK DUKE ENERGY CORP NEW Utilities 94,682.0 $12.0M 1.68% -2K -2.2% $126.58 -5.3%
12 JEPI J P MORGAN EXCHANGE TRADED F 172,323.0 $9.7M 1.37% -126K -42.3% $56.48 +2.5%
13 GLD SPDR GOLD TR Financial Services 25,826.0 $9.5M 1.34% -25K -49.0% $368.37 +14.9%
14 MCD MCDONALDS CORP Consumer Cyclical 35,112.0 $9.5M 1.33% -1K -3.7% $270.31 +0.2%
15 XLP SELECT SECTOR SPDR TR 108,685.0 $9.0M 1.27% -12K -10.2% $83.07 +3.5%
16 GOOG ALPHABET INC 22,890.0 $8.1M 1.14% -1K -6.1% $353.32
17 IBM INTERNATIONAL BUSINESS MACHS Technology 27,975.0 $7.9M 1.10% -5K -15.1% $281.21 -16.2%
18 PGR PROGRESSIVE CORP Financial Services 35,206.0 $7.7M 1.08% -22K -39.0% $218.45 +0.4%
19 XLF SELECT SECTOR SPDR TR 142,808.0 $7.7M 1.08% -33K -18.7% $53.61 +7.2%
20 STLD STEEL DYNAMICS INC Basic Materials 31,802.0 $7.3M 1.02% -17K -34.2% $229.46 -0.3%
Page 1 of 5  ·  98 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%