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Portfolio (Quarterly) Guide ↗

SAGESPRING WEALTH PARTNERS, LLC

· CIK 0002056425
13F Portfolio $6.5B AUM 846 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 138 New 379 Added 291 Reduced 75 Exited
Page 5 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMI CUMMINS INC Industrials 5,488.0 $3.9M 0.06% +307.0 +5.9% $713.27 -19.7%
82 ZALT INNOVATOR ETFS TRUST 108,936.0 $3.7M 0.06% +7K +6.5% $33.87 +1.7%
83 VUG VANGUARD INDEX FDS 42,784.0 $3.7M 0.06% +36K +574.1% $86.14 +1.5%
84 ORCL ORACLE CORP Technology 24,824.0 $3.6M 0.06% +4K +19.1% $146.55 -1.3%
85 FDX FEDEX CORP Industrials 11,560.0 $3.6M 0.06% +8K +242.1% $313.12 +6.6%
86 NSC NORFOLK SOUTHN CORP Industrials 10,762.0 $3.4M 0.05% +6K +132.3% $314.58 +11.7%
87 QQQM INVESCO EXCH TRADED FD TR II 11,145.0 $3.4M 0.05% +4K +46.9% $302.97 -3.4%
88 LIN LINDE PLC Basic Materials 6,389.0 $3.3M 0.05% +1K +25.9% $518.97 -6.1%
89 DE DEERE & CO Industrials 5,092.0 $3.2M 0.05% +37.0 +0.7% $634.32 -0.6%
90 FCX FREEPORT-MCMORAN INC Basic Materials 48,651.0 $3.1M 0.05% +29K +146.3% $62.89 +27.1%
91 JMST J P MORGAN EXCHANGE TRADED F 59,482.0 $3.0M 0.05% +5K +8.9% $51.00 -0.1%
92 VGT VANGUARD WORLD FDS 25,064.0 $3.0M 0.05% +22K +639.8% $119.52 -1.7%
93 MRVL MARVELL TECHNOLOGY INC Technology 9,776.0 $2.9M 0.04% +3K +43.0% $297.88 -19.3%
94 PANW PALO ALTO NETWORKS INC Technology 8,525.0 $2.9M 0.04% +1K +13.6% $341.01 -0.3%
95 CRWD CROWDSTRIKE HLDGS INC Technology 3,802.0 $2.9M 0.04% +740.0 +24.2% $190.78 -2.8%
96 HYG ISHARES TR 36,052.0 $2.9M 0.04% +32K +838.1% $79.97 -0.1%
97 EFA ISHARES TR 27,622.0 $2.9M 0.04% +7K +32.1% $103.88 +4.7%
98 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,797.0 $2.7M 0.04% +736.0 +35.7% $964.84 -14.8%
99 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 35,002.0 $2.7M 0.04% +25K +242.1% $76.40 +3.6%
100 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 8,022.0 $2.5M 0.04% +220.0 +2.8% $317.52 -7.9%
Page 5 of 19  ·  379 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 31.3%
Financial Services 23.6%
Industrials 9.1%
Consumer Cyclical 8.9%
Healthcare 7.5%
Consumer Defensive 5.8%
Communication Services 5.2%
Energy 2.8%
Utilities 2.7%
Basic Materials 1.8%