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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 3 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 3,699.0 $1.3M 0.18% -646.0 -14.9% $352.69 -4.8%
42 JNJ JOHNSON & JOHNSON Healthcare 4,833.0 $1.2M 0.17% -92.0 -1.9% $253.97 +6.4%
43 MPC MARATHON PETE CORP Energy 3,982.0 $1.0M 0.14% -256.0 -6.0% $255.67 +41.1%
44 XYLD GLOBAL X FDS 23,867.0 $974K 0.14% -14K -36.5% $40.79 +2.1%
45 SPH SUBURBAN PROPANE PARTNERS L Utilities 52,879.0 $904K 0.13% -6K -9.8% $17.10 +3.2%
46 BBDC BARINGS BDC INC Financial Services 105,864.0 $902K 0.13% -1K -1.3% $8.52 +9.6%
47 TXN TEXAS INSTRS INC Technology 3,011.0 $897K 0.13% -188.0 -5.9% $298.02 -11.3%
48 VLO VALERO ENERGY CORP Energy 3,429.0 $893K 0.12% -703.0 -17.0% $260.47 +33.9%
49 MPLX MPLX LP Energy 15,127.0 $852K 0.12% -2K -9.3% $56.33 +3.7%
50 BND VANGUARD BD INDEX FDS 11,304.0 $830K 0.12% -10K -48.1% $73.41 -1.6%
51 XLU SELECT SECTOR SPDR TR 17,032.0 $772K 0.11% -2K -10.7% $45.34 -5.7%
52 RYLD GLOBAL X FDS 47,698.0 $763K 0.11% -30K -38.3% $15.99 +2.8%
53 PM PHILIP MORRIS INTL INC Consumer Defensive 4,164.0 $753K 0.11% -4K -47.1% $180.91 +4.0%
54 MO ALTRIA GROUP INC Consumer Defensive 10,292.0 $741K 0.10% -2K -17.0% $71.95 -8.1%
55 SPY STATE STR SPDR S&P 500 ETF T Financial Services 948.0 $708K 0.10% -360.0 -27.5% $746.89 +2.5%
56 CSCO CISCO SYS INC Technology 5,893.0 $692K 0.10% -299.0 -4.8% $117.45 -5.5%
57 DVY ISHARES TR 4,362.0 $682K 0.10% -1K -20.4% $156.29 +5.0%
58 HSY HERSHEY CO Consumer Defensive 3,639.0 $638K 0.09% -401.0 -9.9% $175.46 +6.3%
59 EPD ENTERPRISE PRODS PARTNERS L 15,999.0 $588K 0.08% -2K -10.4% $36.76
60 UAL UNITED AIRLS HLDGS INC Industrials 4,227.0 $575K 0.08% -255.0 -5.7% $135.99 -16.8%
Page 3 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%