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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 21 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XLE SELECT SECTOR SPDR TR 15,083.0 $801K 0.01% +963.0 +6.8% $53.11 +17.5%
402 UBS UBS GROUP AG Financial Services 16,144.0 $800K 0.01% +251.0 +1.6% $49.56 +10.0%
403 CPRT COPART INC Industrials 28,283.0 $797K 0.01% -1K -4.5% $28.19 +15.9%
404 DAUG FIRST TR EXCHNG TRADED FD VI 17,015.0 $797K 0.01% -1K -6.5% $46.85 +1.5%
405 INTU INTUIT Technology 3,041.0 $794K 0.01% -1K -26.9% $260.98 +32.5%
406 JKHY HENRY JACK & ASSOC INC Technology 5,759.0 $793K 0.01% -587.0 -9.2% $137.75 +25.1%
407 AN AUTONATION INC Consumer Cyclical 4,262.0 $792K 0.01% -823.0 -16.2% $185.78 +5.8%
408 YUM YUM BRANDS INC Consumer Cyclical 4,944.0 $790K 0.01% -193.0 -3.8% $159.85 -3.4%
409 WSM WILLIAMS SONOMA INC Consumer Cyclical 3,390.0 $790K 0.01% -513.0 -13.1% $233.12 +1.9%
410 MPWR MONOLITHIC PWR SYS INC Technology 572.0 $790K 0.01% +65.0 +12.8% $1381.18 -5.6%
411 RIO RIO TINTO PLC Basic Materials 8,297.0 $788K 0.01% +1K +14.1% $94.93 +10.3%
412 FLEX FLEX LTD Technology 4,830.0 $783K 0.01% +866.0 +21.9% $162.07 -31.0%
413 CIEN CIENA CORP Technology 1,593.0 $781K 0.01% +645.0 +68.0% $490.51 -17.6%
414 SYY SYSCO CORP Consumer Defensive 9,339.0 $781K 0.01% +2K +33.8% $83.58 -0.4%
415 MRSH MARSH & MCLENNAN COS INC Financial Services 4,585.0 $764K 0.01% -381.0 -7.7% $166.66 +16.0%
416 NVO NOVO-NORDISK A S Healthcare 15,840.0 $759K 0.01% +674.0 +4.4% $47.94 -1.6%
417 FAST FASTENAL CO Industrials 15,761.0 $757K 0.01% +2K +11.7% $48.03 +6.5%
418 JEPQ J P MORGAN EXCHANGE TRADED F 12,221.0 $751K 0.01% +7K +131.2% $61.46 -2.7%
419 CGXU CAPITAL GROUP INTL FOCUS EQT 21,689.0 $751K 0.01% -2K -7.1% $34.62 +1.6%
420 PSA PUBLIC STORAGE OPER CO Real Estate 2,353.0 $749K 0.01% +1K +81.8% $318.25 -0.3%
Page 21 of 43  ·  846 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%