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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 6 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XYLD GLOBAL X FDS 23,867.0 $974K 0.14% -14K -36.5% $40.79 +2.1%
102 SPBU AIM ETF PRODUCTS TRUST 31,863.0 $964K 0.14% NEW $30.24 +1.7%
103 UBER UBER TECHNOLOGIES INC Technology 13,074.0 $943K 0.13% NEW $72.16 +9.2%
104 ATO ATMOS ENERGY CORP Utilities 5,387.0 $928K 0.13% +58.0 +1.1% $172.27 -3.1%
105 SPH SUBURBAN PROPANE PARTNERS L Utilities 52,879.0 $904K 0.13% -6K -9.8% $17.10 +3.2%
106 BBDC BARINGS BDC INC Financial Services 105,864.0 $902K 0.13% -1K -1.3% $8.52 +9.6%
107 TXN TEXAS INSTRS INC Technology 3,011.0 $897K 0.13% -188.0 -5.9% $298.02 -11.3%
108 HONEYWELL INTL INC 4,007.0 $897K 0.13% NEW $223.90
109 VLO VALERO ENERGY CORP Energy 3,429.0 $893K 0.12% -703.0 -17.0% $260.47 +33.9%
110 HONEYWELL AEROSPACE INC 4,007.0 $886K 0.12% NEW $221.08
111 VRT VERTIV HOLDINGS CO Industrials 2,548.0 $853K 0.12% NEW $334.82 -21.8%
112 MPLX MPLX LP Energy 15,127.0 $852K 0.12% -2K -9.3% $56.33 +3.7%
113 TJX TJX COS INC NEW Consumer Cyclical 5,524.0 $837K 0.12% NEW $151.51 -7.3%
114 BND VANGUARD BD INDEX FDS 11,304.0 $830K 0.12% -10K -48.1% $73.41 -1.6%
115 XLU SELECT SECTOR SPDR TR 17,032.0 $772K 0.11% -2K -10.7% $45.34 -5.7%
116 RYLD GLOBAL X FDS 47,698.0 $763K 0.11% -30K -38.3% $15.99 +2.8%
117 PM PHILIP MORRIS INTL INC Consumer Defensive 4,164.0 $753K 0.11% -4K -47.1% $180.91 +4.0%
118 FLEX FLEX LTD Technology 4,626.0 $750K 0.10% $162.07 -31.9%
119 MO ALTRIA GROUP INC Consumer Defensive 10,292.0 $741K 0.10% -2K -17.0% $71.95 -8.1%
120 CMI CUMMINS INC Industrials 1,016.0 $725K 0.10% $713.21 -17.6%
Page 6 of 11  ·  211 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%