Stock Taper 
SAGE FINANCIAL MANAGEMENT GROUP, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mastercard Incorporated | MA | 403 | $206.98K |
 Chubb Limited | CB | 1.24K | $420.81K |
 AbbVie Inc. | ABBV | 1.39K | $350.54K |
 International Business Machines Corporation | IBM | 1.53K | $430.37K |
 Amazon.com, Inc. | AMZN | 1.59K | $378.96K |
 JPMorgan Chase & Co. | JPM | 1.61K | $526.02K |
 Union Pacific Corporation | UNP | 2.04K | $555.97K |
 Microsoft Corporation | MSFT | 2.32K | $864.29K |
 Alphabet Inc. | GOOGL | 2.46K | $879.75K |
 The Coca-Cola Company | KO | 2.89K | $234.95K |
 Alphabet Inc. | GOOG | 2.96K | $1.05M |
 Johnson & Johnson | JNJ | 3.23K | $819.56K |
 The Sherwin-Williams Company | SHW | 4.68K | $1.61M |
 Apple Inc. | AAPL | 4.87K | $1.41M |