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Portfolio (Quarterly) Guide ↗

SageGuard Financial Group, LLC

· CIK 0001861378
13F Portfolio $628M AUM 177 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2021 · All 170 New 4 Added 3 Reduced 8 Exited
Page 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TMO THERMO FISHER SCIENTIFIC INC Healthcare 763.0 $442K 0.07% NEW $579.45 -23.5%
122 IVV ISHARES TR 641.0 $439K 0.07% NEW $685.34 +7.7%
123 SLV ISHARES SILVER TR Financial Services 6,725.0 $433K 0.07% NEW $64.42 +3.0%
124 ARCC ARES CAPITAL CORP Financial Services 20,402.0 $413K 0.07% NEW $20.23 -8.1%
125 MA MASTERCARD INCORPORATED Financial Services 701.0 $400K 0.06% NEW $571.10 -11.0%
126 VHT VANGUARD WORLD FD 1,305.0 $376K 0.06% NEW $287.90 -6.3%
127 PNW PINNACLE WEST CAP CORP Utilities 4,216.0 $374K 0.06% NEW $88.69 +13.2%
128 AMCOR PLC 43,903.0 $366K 0.06% NEW $8.34
129 SYY SYSCO CORP Consumer Defensive 4,783.0 $352K 0.06% NEW $73.69 -0.7%
130 VZ VERIZON COMMUNICATIONS INC Communication Services 8,428.0 $343K 0.06% NEW $40.73 +15.6%
131 VEA VANGUARD TAX-MANAGED FDS 5,439.0 $340K 0.05% NEW $62.47 +10.4%
132 IEF ISHARES TR 3,531.0 $340K 0.05% NEW $96.17 -3.2%
133 XEL XCEL ENERGY INC Utilities 4,498.0 $332K 0.05% NEW $73.85 +6.1%
134 F FORD MTR CO Consumer Cyclical 24,777.0 $325K 0.05% NEW $13.12 -2.4%
135 PH PARKER-HANNIFIN CORP Industrials 363.0 $319K 0.05% NEW $878.96 -3.5%
136 MCK MCKESSON CORP Healthcare 386.0 $317K 0.05% NEW $820.29 -5.5%
137 HII HUNTINGTON INGALLS INDS INC Industrials 914.0 $311K 0.05% NEW $340.25 -4.1%
138 AXON AXON ENTERPRISE INC Industrials 534.0 $303K 0.05% NEW $567.93 -31.1%
139 ENTERGY CORP NEW 3,185.0 $294K 0.05% NEW $92.44
140 MTD METTLER TOLEDO INTERNATIONAL Healthcare 208.0 $290K 0.05% NEW $1394.19 -23.1%
Page 7 of 9  ·  170 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 24.7%
Consumer Defensive 16.5%
Financial Services 15.1%
Industrials 11.3%
Consumer Cyclical 8.8%
Energy 5.9%
Utilities 5.8%
Communication Services 5.3%
Healthcare 4.3%
Basic Materials 1.9%