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Portfolio (Quarterly) Guide ↗

Sagace Wealth Management LLC

· CIK 0002027449
13F Portfolio $149M AUM 75 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 17 Added 38 Reduced 6 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSCO CISCO SYS INC Technology 3,621.0 $281K 0.19% -753.0 -17.2% $77.59 +55.2%
62 GEV GE VERNOVA INC Utilities 311.0 $271K 0.18% -11.0 -3.4% $872.90 +19.0%
63 ETN EATON CORP PLC Industrials 752.0 $269K 0.18% NEW $357.67 +9.4%
64 PH PARKER-HANNIFIN CORP Industrials 266.0 $238K 0.16% +5.0 +1.9% $895.24 -3.2%
65 NEE NEXTERA ENERGY INC Utilities 2,519.0 $234K 0.16% NEW $92.88 -4.7%
66 LMT LOCKHEED MARTIN CORP Industrials 344.0 $208K 0.14% NEW $604.39 -11.8%
67 MMM 3M CO Industrials 1,430.0 $208K 0.14% -183.0 -11.3% $145.23 +5.0%
68 CAT CATERPILLAR INC Industrials 292.0 $207K 0.14% -121.0 -29.3% $708.46 +24.2%
69 GE GE AEROSPACE Industrials 720.0 $204K 0.14% -36.0 -4.8% $283.77 +6.7%
70 ISHARES TR 4,327.0 $200K 0.13% -2K -33.2% $46.23
Page 4 of 4  ·  70 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
Financial Services 39.0%
Real Estate 15.6%
Technology 14.3%
Industrials 9.1%
Communication Services 5.6%
Consumer Cyclical 5.1%
Utilities 2.8%
Energy 2.6%
Healthcare 2.5%
Basic Materials 1.7%