SageGuard Financial Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1861378
Institutional-grade research for retail investors
13F Reported Value
ⓘ$646.3M
Holdings
196
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SageGuard Financial Group, LLC disclosed 196 positions worth $646.3M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 5.6% of the equity portfolio, followed by $WMT and $NVDA. During the quarter the fund opened 17 new positions and exited 3 and a full exit from $GRAL. The portfolio is most concentrated in Other (32.7% of disclosed assets). All figures are sourced directly from SageGuard Financial Group, LLC’s Form 13F-HR filing with the SEC under CIK 1861378.
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsIndustrialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$36.2M142,762 sh - 63.2#694
Quality
$24.2M195,038 sh - 90.2#1
Quality
$22.2M127,564 sh J P MORGAN EXCHANGE TRADED F
—Quality
$19.6M352,467 sh- 74.6
Quality
$19.5M93,606 sh - 83.7
Quality
$18.6M50,253 sh - 64.5
Quality
$17.9M37,312 sh - 74.0
Quality
$16.1M211,501 sh - —
Quality
$15.5M35,985 sh - 67.0
Quality
$15.3M15,346 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $36.2M | 142,762 |
 Walmart Inc.$WMT | 63.2#694 | $24.2M | 195,038 |
 NVIDIA CORP$NVDA | 90.2#1 | $22.2M | 127,564 |
| J P MORGAN EXCHANGE TRADED F | — | $19.6M | 352,467 |
 AMAZON COM INC$AMZN | 74.6 | $19.5M | 93,606 |
 MICROSOFT CORP$MSFT | 83.7 | $18.6M | 50,253 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $17.9M | 37,312 |
 COCA COLA CO$KO | 74.0 | $16.1M | 211,501 |
 SPDR GOLD TRUST$GLD | — | $15.5M | 35,985 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $15.3M | 15,346 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SageGuard Financial Group, LLC's 196 positions.
Showing top 10 of 196 holdings.
Sector Allocation
Other
$211.4M
Technology
$121.0M
Consumer Discretionary
$75.6M
Financials
$73.7M
Industrials
$39.9M
Energy
$34.1M
Consumer Staples
$28.7M
Utilities
$26.9M
Full Holdings — SageGuard Financial Group, LLC (Q1 2026)
All 196 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $36.2M | 5.6% | -2% | 76.1 |
| 2 | $WMT | Walmart Inc. | $24.2M | 3.8% | -5% | 63.2 |
| 3 | $NVDA | NVIDIA CORP | $22.2M | 3.4% | -9% | 90.2 |
| 4 | — | J P MORGAN EXCHANGE TRADED F | $19.6M | 3.0% | -4% | — |
| 5 | $AMZN | AMAZON COM INC | $19.5M | 3.0% | -3% | 74.6 |
| 6 | $MSFT | MICROSOFT CORP | $18.6M | 2.9% | -6% | 83.7 |
| 7 | $BRK.B | BERKSHIRE HATHAWAY INC | $17.9M | 2.8% | -5% | 64.5 |
| 8 | $KO | COCA COLA CO | $16.1M | 2.5% | -13% | 74 |
| 9 | $GLD | SPDR GOLD TRUST | $15.5M | 2.4% | -29% | — |
| 10 | $COST | COSTCO WHOLESALE CORP /NEW | $15.3M | 2.4% | -1% | 67 |
| 11 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $14.5M | 2.2% | +3% | — |
| 12 | — | FIRST TR EXCHNG TRADED FD VI | $12.9M | 2.0% | -16% | — |
| 13 |  $DUK | Duke Energy CORP | $12.7M | 2.0% | +0% | 64 |
| 14 | — | J P MORGAN EXCHANGE TRADED F | $12.7M | 2.0% | -25% | — |
| 15 |  $LMT | LOCKHEED MARTIN CORP | $12.2M | 1.9% | -30% | 65 |
| 16 |  $XOM | EXXON MOBIL CORP | $11.5M | 1.8% | +1% | 61.8 |
| 17 |  $GE | GENERAL ELECTRIC CO | $11.4M | 1.8% | +4% | 74.8 |
| 18 |  $MCD | MCDONALDS CORP | $11.2M | 1.7% | -1% | 73.9 |
| 19 |  $PGR | PROGRESSIVE CORP/OH/ | $11.0M | 1.7% | -4% | 83.6 |
| 20 |  $CAT | CATERPILLAR INC | $10.8M | 1.7% | -0% | 67.8 |
| 21 | — | SELECT SECTOR SPDR TR | $9.4M | 1.5% | -5% | — |
| 22 |  $CL | COLGATE PALMOLIVE CO | $8.8M | 1.4% | -30% | 72.4 |
| 23 |  $META | Meta Platforms, Inc. | $8.5M | 1.3% | +9% | 80.9 |
| 24 | — | SELECT SECTOR SPDR TR | $8.3M | 1.3% | -4% | — |
| 25 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7.2M | 1.1% | -9% | 66.7 |
| 26 |  $IVZ | Invesco Ltd. | $7.2M | 1.1% | -0% | — |
| 27 |  $IAU | ISHARES GOLD TRUST | $7.0M | 1.1% | +69% | — |
| 28 |  $GOOGL | Alphabet Inc. | $6.9M | 1.1% | -1% | 80.2 |
| 29 |  $STLD | STEEL DYNAMICS INC | $6.8M | 1.0% | -22% | 56 |
| 30 |  $CEG | Constellation Energy Corp | $6.7M | 1.0% | +3% | 62.5 |
| 31 | — | ISHARES TR | $6.6M | 1.0% | +150% | — |
| 32 | — | NEOS ETF TRUST | $6.5M | 1.0% | -15% | — |
| 33 | — | ISHARES TR | $6.5M | 1.0% | +1818% | — |
| 34 | — | FIRST TR EXCHANGE-TRADED FD | $6.3M | 1.0% | +2707% | — |
| 35 | — | SELECT SECTOR SPDR TR | $6.3M | 1.0% | +59% | — |
| 36 |  $ET | Energy Transfer LP | $6.3M | 1.0% | -3% | 64.5 |
| 37 |  $T | AT&T INC. | $6.0M | 0.9% | +10% | 71.9 |
| 38 | — | INVESCO ACTIVELY MANAGED EXC | $5.6M | 0.9% | +4% | — |
| 39 | — | VANGUARD WORLD FD | $5.5M | 0.8% | +0% | — |
| 40 |  $CVX | CHEVRON CORP | $5.4M | 0.8% | +6% | 54.7 |
| 41 | — | RBB FD INC | $5.3M | 0.8% | -36% | — |
| 42 | — | FIDELITY COVINGTON TRUST | $5.1M | 0.8% | +114% | — |
| 43 | — | FIRST TR EXCHANGE-TRADED FD | $5.0M | 0.8% | +684% | — |
| 44 | — | PROSHARES TR | $4.9M | 0.8% | +193% | — |
| 45 |  $WM | WASTE MANAGEMENT INC | $4.9M | 0.8% | -20% | 70.7 |
| 46 |  $HCA | HCA Healthcare, Inc. | $4.7M | 0.7% | +0% | 70.5 |
| 47 |  $ABBV | AbbVie Inc. | $4.1M | 0.6% | +28% | 59.3 |
| 48 |  $GEV | GE Vernova Inc. | $3.9M | 0.6% | +75% | 70.1 |
| 49 |  $JPM | JPMORGAN CHASE & CO | $3.9M | 0.6% | +29% | 35.6 |
| 50 | — | SELECT SECTOR SPDR TR | $3.7M | 0.6% | +120% | — |
| 51 | — | INVESCO ACTIVELY MANAGED EXC | $3.6M | 0.6% | -2% | — |
| 52 |  $SLV | iShares Silver Trust | $3.5M | 0.6% | +670% | — |
| 53 | — | INVESCO ACTIVELY MANAGED EXC | $3.5M | 0.5% | -4% | — |
| 54 | — | SCHWAB STRATEGIC TR | $3.4M | 0.5% | -1% | — |
| 55 |  $LLY | ELI LILLY & Co | $3.2M | 0.5% | +178% | 89.3 |
| 56 | — | FIRST TR EXCHANGE-TRADED FD | $3.1M | 0.5% | +79% | — |
| 57 | — | PROSHARES TR | $3.1M | 0.5% | +70% | — |
| 58 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $3.0M | 0.5% | +0% | 60.5 |
| 59 | — | SELECT SECTOR SPDR TR | $3.0M | 0.5% | +8% | — |
| 60 | — | FIRST TR EXCHANGE-TRADED FD | $3.0M | 0.5% | +73% | — |
| 61 | — | PROSHARES TR | $2.9M | 0.5% | +68% | — |
| 62 | — | FIRST TR EXCHANGE TRADED FD | $2.9M | 0.5% | +92% | — |
| 63 | — | FIRST TR EXCHANGE-TRADED FD | $2.7M | 0.4% | +223% | — |
| 64 | — | FIRST TR EXCHANGE-TRADED FD | $2.7M | 0.4% | +56% | — |
| 65 | — | VANGUARD INDEX FDS | $2.7M | 0.4% | -7% | — |
| 66 |  $OKE | ONEOK INC /NEW/ | $2.6M | 0.4% | -10% | 72 |
| 67 | — | VANGUARD INDEX FDS | $2.6M | 0.4% | -4% | — |
| 68 | — | FIRST TR EXCHNG TRADED FD VI | $2.4M | 0.4% | -12% | — |
| 69 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.3M | 0.4% | +35% | — |
| 70 |  $AVGO | Broadcom Inc. | $2.2M | 0.3% | +34% | 86.4 |
| 71 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.3% | +0% | 64.5 |
| 72 | — | T ROWE PRICE ETF INC | $2.1M | 0.3% | NEW | — |
| 73 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $2.0M | 0.3% | -44% | 76.6 |
| 74 | — | GLOBAL X FDS | $2.0M | 0.3% | -7% | — |
| 75 |  $NFLX | NETFLIX INC | $1.9M | 0.3% | +185% | 86.7 |
| 76 |  $WES | Western Midstream Partners, LP | $1.8M | 0.3% | -1% | 78.1 |
| 77 |  $HON | HONEYWELL INTERNATIONAL INC | $1.8M | 0.3% | +1% | 65.7 |
| 78 |  $TSLA | Tesla, Inc. | $1.7M | 0.3% | +19% | 50.1 |
| 79 |  $MRK | Merck & Co., Inc. | $1.7M | 0.3% | -2% | 70.9 |
| 80 | — | VANGUARD INDEX FDS | $1.6M | 0.3% | +2% | — |
| 81 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.6M | 0.3% | +10% | 71 |
| 82 |  $CR | Crane Co | $1.6M | 0.3% | +0% | 64.8 |
| 83 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $1.6M | 0.2% | -6% | 63.2 |
| 84 |  $AMD | ADVANCED MICRO DEVICES INC | $1.5M | 0.2% | -2% | 78.8 |
| 85 | — | AB ACTIVE ETFS INC | $1.4M | 0.2% | NEW | — |
| 86 |  $AXP | AMERICAN EXPRESS CO | $1.4M | 0.2% | -3% | 73.2 |
| 87 | — | GLOBAL X FDS | $1.2M | 0.2% | -17% | — |
| 88 |  $HD | HOME DEPOT, INC. | $1.2M | 0.2% | -16% | 69.2 |
| 89 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.2% | -2% | 72.8 |
| 90 |  $LUV | SOUTHWEST AIRLINES CO | $1.2M | 0.2% | NEW | 51.1 |
| 91 |  $SPH | SUBURBAN PROPANE PARTNERS LP | $1.1M | 0.2% | -1% | 74.7 |
| 92 |  $MPC | Marathon Petroleum Corp | $1.0M | 0.2% | +0% | 50.7 |
| 93 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $993,845 | 0.1% | -41% | 58.8 |
| 94 |  $ATO | ATMOS ENERGY CORP | $989,524 | 0.1% | +1% | 72 |
| 95 | — | VANGUARD BD INDEX FDS | $989,436 | 0.1% | -38% | — |
| 96 | — | GLOBAL X FDS | $929,241 | 0.1% | -20% | — |
| 97 |  $MPLX | MPLX LP | $914,090 | 0.1% | -4% | 76.5 |
| 98 |  $VLO | VALERO ENERGY CORP/TX | $893,147 | 0.1% | -13% | 51.4 |
| 99 |  $BBDC | Barings BDC, Inc. | $889,806 | 0.1% | +1% | — |
| 100 |  $PM | Philip Morris International Inc. | $855,798 | 0.1% | -34% | 80.5 |
| 101 | — | SELECT SECTOR SPDR TR | $853,104 | 0.1% | -2% | — |
| 102 |  $SPY | SPDR S&P 500 ETF TRUST | $846,140 | 0.1% | -1% | — |
| 103 |  $GOOG | Alphabet Inc. | $841,515 | 0.1% | +5% | 80.2 |
| 104 |  $KR | KROGER CO | $805,570 | 0.1% | -40% | 51.1 |
| 105 |  $HSY | HERSHEY CO | $799,163 | 0.1% | -5% | 59.4 |
| 106 | — | ISHARES TR | $769,342 | 0.1% | -7% | — |
| 107 | — | T ROWE PRICE ETF INC | $699,050 | 0.1% | NEW | — |
| 108 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $657,140 | 0.1% | -3% | 66.4 |
| 109 | — | RBB FD INC | $649,523 | 0.1% | -29% | — |
| 110 |  $MO | ALTRIA GROUP, INC. | $648,257 | 0.1% | -21% | 72.1 |
| 111 |  $ED | CONSOLIDATED EDISON INC | $644,416 | 0.1% | -11% | 71.6 |
| 112 |  $TXN | TEXAS INSTRUMENTS INC | $621,617 | 0.1% | +0% | 70.4 |
| 113 | — | AIM ETF PRODUCTS TRUST | $589,888 | 0.1% | NEW | — |
| 114 |  $WMB | WILLIAMS COMPANIES, INC. | $570,668 | 0.1% | -7% | 72.8 |
| 115 |  $CMI | CUMMINS INC | $546,628 | 0.1% | +0% | 58.9 |
| 116 | — | VANGUARD WORLD FD | $545,179 | 0.1% | -1% | — |
| 117 |  $V | VISA INC. | $538,770 | 0.1% | +1% | 83.5 |
| 118 |  $VZ | VERIZON COMMUNICATIONS INC | $524,781 | 0.1% | +24% | 71.6 |
| 119 |  $WRLD | WORLD ACCEPTANCE CORP | $508,291 | 0.1% | +0% | 60.8 |
| 120 | — | VANGUARD SPECIALIZED FUNDS | $501,149 | 0.1% | -6% | — |
| 121 | — | T ROWE PRICE ETF INC | $490,608 | 0.1% | NEW | — |
| 122 | — | FIRST TR EXCHANGE-TRADED FD | $484,736 | 0.1% | -4% | — |
| 123 |  $CSCO | CISCO SYSTEMS, INC. | $480,972 | 0.1% | +0% | 72.3 |
| 124 |  $DMLP | DORCHESTER MINERALS, L.P. | $469,806 | 0.1% | NEW | 72.1 |
| 125 |  $UBER | Uber Technologies, Inc | $465,099 | 0.1% | NEW | 79.3 |
| 126 | — | FIRST TR EXCHNG TRADED FD VI | $450,375 | 0.1% | -18% | — |
| 127 |  $LOW | LOWES COMPANIES INC | $443,675 | 0.1% | -5% | 63.5 |
| 128 | — | FIRST TR EXCHNG TRADED FD VI | $437,220 | 0.1% | -17% | — |
| 129 | — | FIRST TR EXCHNG TRADED FD VI | $437,090 | 0.1% | -12% | — |
| 130 |  $PG | PROCTER & GAMBLE Co | $435,320 | 0.1% | -2% | 72.9 |
| 131 | — | FIRST TR EXCHNG TRADED FD VI | $431,282 | 0.1% | -18% | — |
| 132 |  $PNW | PINNACLE WEST CAPITAL CORP | $427,584 | 0.1% | +1% | 55.5 |
| 133 |  $AMCR | Amcor plc | $421,766 | 0.1% | -76% | — |
| 134 |  $UAL | United Airlines Holdings, Inc. | $389,180 | 0.1% | -6% | 61.3 |
| 135 |  $LPG | DORIAN LPG LTD. | $385,947 | 0.1% | +6% | — |
| 136 | — | FIRST TR EXCHNG TRADED FD VI | $385,441 | 0.1% | -64% | — |
| 137 |  $UNH | UNITEDHEALTH GROUP INC | $383,418 | 0.1% | -7% | 66.8 |
| 138 | — | SCHWAB STRATEGIC TR | $380,583 | 0.1% | -37% | — |
| 139 |  $BKNG | Booking Holdings Inc. | $379,707 | 0.1% | -1% | 55.3 |
| 140 | — | ISHARES TR | $375,919 | 0.1% | -10% | — |
| 141 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $375,037 | 0.1% | +0% | 63.7 |
| 142 | — | VANECK ETF TRUST | $372,047 | 0.1% | NEW | — |
| 143 |  $PH | Parker-Hannifin Corp | $361,677 | 0.1% | +11% | 73.8 |
| 144 |  $ETR | ENTERGY CORP /DE/ | $358,993 | 0.1% | +0% | 65.1 |
| 145 |  $XEL | XCEL ENERGY INC | $358,605 | 0.1% | +0% | — |
| 146 |  $ENB | ENBRIDGE INC | $354,949 | 0.1% | +34% | — |
| 147 | — | VANGUARD WORLD FD | $350,436 | 0.1% | -1% | — |
| 148 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $348,576 | 0.1% | +0% | 55.4 |
| 149 |  $ORCL | ORACLE CORP | $347,215 | 0.1% | NEW | 67.2 |
| 150 |  $MCK | MCKESSON CORP | $334,029 | 0.1% | +0% | 63.7 |
| 151 |  $BA | BOEING CO | $331,385 | 0.1% | -19% | 51.8 |
| 152 | — | ISHARES TR | $327,990 | 0.1% | -34% | — |
| 153 |  $SO | SOUTHERN CO | $320,456 | 0.1% | +7% | 65.1 |
| 154 |  $SYY | SYSCO CORP | $316,966 | 0.1% | -7% | 58.4 |
| 155 |  $OMF | OneMain Holdings, Inc. | $311,557 | 0.1% | +40% | — |
| 156 | — | VANGUARD TAX-MANAGED FDS | $307,601 | 0.1% | -12% | — |
| 157 |  $DTB | DTE ENERGY CO | $303,018 | 0.1% | +0% | — |
| 158 |  $FLEX | FLEX LTD. | $302,818 | 0.1% | +0% | — |
| 159 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $295,103 | 0.1% | +0% | 66.5 |
| 160 |  $ARCC | ARES CAPITAL CORP | $294,551 | 0.1% | -20% | — |
| 161 |  $MA | Mastercard Inc | $290,156 | 0.0% | -17% | 81.7 |
| 162 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $287,082 | 0.0% | +39% | — |
| 163 |  $HESM | Hess Midstream LP | $280,754 | 0.0% | +1% | 78.4 |
| 164 |  $F | FORD MOTOR CO | $275,242 | 0.0% | -4% | 58.5 |
| 165 |  $PFE | PFIZER INC | $274,526 | 0.0% | +2% | 69 |
| 166 |  $DASH | DoorDash, Inc. | $266,366 | 0.0% | NEW | 70.6 |
| 167 | — | FIDELITY MERRIMACK STR TR | $263,328 | 0.0% | +12% | — |
| 168 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $262,330 | 0.0% | +0% | 68.8 |
| 169 | — | ISHARES TR | $250,185 | 0.0% | +4% | — |
| 170 |  $SHW | SHERWIN WILLIAMS CO | $247,892 | 0.0% | NEW | 65.3 |
| 171 |  $HAL | HALLIBURTON CO | $245,445 | 0.0% | NEW | 50.9 |
| 172 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $244,491 | 0.0% | NEW | — |
| 173 |  $GS | GOLDMAN SACHS GROUP INC | $240,893 | 0.0% | +1% | — |
| 174 | — | FIRST TR EXCHNG TRADED FD VI | $240,855 | 0.0% | -13% | — |
| 175 | — | SPDR SERIES TRUST | $234,987 | 0.0% | -3% | — |
| 176 | — | VANGUARD SCOTTSDALE FDS | $231,251 | 0.0% | -0% | — |
| 177 |  $AFL | AFLAC INC | $226,847 | 0.0% | +0% | 60.3 |
| 178 | — | ISHARES TR | $226,639 | 0.0% | -12% | — |
| 179 |  $AXON | AXON ENTERPRISE, INC. | $225,935 | 0.0% | -0% | 55.6 |
| 180 |  $COP | CONOCOPHILLIPS | $223,961 | 0.0% | NEW | 74.8 |
| 181 | — | SCHWAB STRATEGIC TR | $221,365 | 0.0% | -51% | — |
| 182 |  $CSWC | CAPITAL SOUTHWEST CORP | $214,335 | 0.0% | -20% | — |
| 183 |  $FDX | FEDEX CORP | $213,414 | 0.0% | NEW | 60.3 |
| 184 | — | FIRST TR EXCHANGE-TRADED FD | $211,857 | 0.0% | -51% | — |
| 185 | — | SPDR SERIES TRUST | $211,192 | 0.0% | -2% | — |
| 186 |  $AZO | AUTOZONE INC | $209,422 | 0.0% | +0% | 66.5 |
| 187 |  $GLAD | GLADSTONE CAPITAL CORP | $208,859 | 0.0% | +0% | — |
| 188 |  $BAC | BANK OF AMERICA CORP /DE/ | $205,108 | 0.0% | -0% | 68.4 |
| 189 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $204,050 | 0.0% | +1% | — |
| 190 |  $XYZ | Block, Inc. | $202,446 | 0.0% | +0% | 60.3 |
| 191 |  $LYB | LyondellBasell Industries N.V. | $202,286 | 0.0% | NEW | — |
| 192 |  $ELPC | ENERGY CO OF PARANA | $159,900 | 0.0% | +0% | — |
| 193 |  $FSK | FS KKR Capital Corp | $153,647 | 0.0% | +0% | — |
| 194 |  $HCXY | Hercules Capital, Inc. | $152,264 | 0.0% | -4% | — |
| 195 |  $RITM | Rithm Capital Corp. | $96,298 | 0.0% | -31% | 52 |
| 196 |  $NUVB | Nuvation Bio Inc. | $85,217 | 0.0% | -2% | 29.5 |
New Positions (17)
T ROWE PRICE ETF INC$2.1M
AB ACTIVE ETFS INC$1.4M
$LUV SOUTHWEST AIRLINES CO$1.2M T ROWE PRICE ETF INC$699,050
AIM ETF PRODUCTS TRUST$589,888
T ROWE PRICE ETF INC$490,608
$DMLP DORCHESTER MINERALS, L.P.$469,806$UBER Uber Technologies, Inc$465,099 VANECK ETF TRUST$372,047
$ORCL ORACLE CORP$347,215$DASH DoorDash, Inc.$266,366$SHW SHERWIN WILLIAMS CO$247,892$HAL HALLIBURTON CO$245,445$NLY ANNALY CAPITAL MANAGEMENT INC$244,491$COP CONOCOPHILLIPS$223,961
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AI-Powered Hedge Fund Analysis: SageGuard Financial Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For SageGuard Financial Group, LLC (SEC CIK: 1861378), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SageGuard Financial Group, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.