SAGEGUARD FINANCIAL GROUP, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 333K | $5.49B |
 | KO | 244K | $17.08B |
 | WMT | 205K | $22.89B |
 | T | 187K | $4.64B |
 | CL | 147K | $11.65B |
 | AAPL | 145K | $39.42B |
 | NVDA | 141K | $26.25B |
 | BBDC | 107K | $984.21M |
 | AMZN | 97K | $22.38B |
 | DUK | 97K | $11.35B |
 | XOM | 67K | $8.09B |
 | SPH | 59K | $1.09B |
 | PGR | 58K | $13.13B |
 | MSFT | 53K | $25.78B |
 | STLD | 48K | $8.19B |
 | WES | 45K | $1.78B |
 | AMCR | 44K | $366.15M |
 | BRK-B | 39K | $19.81B |
 | GE | 39K | $11.89B |
 | OHI | 38K | $1.68B |
Energy Transfer LP
ET
Shares Held
333K
Value
$5.49B
The Coca-Cola Company
KO
Shares Held
244K
Value
$17.08B
Walmart Inc.
WMT
Shares Held
205K
Value
$22.89B
AT&T Inc.
T
Shares Held
187K
Value
$4.64B
Colgate-Palmolive Company
CL
Shares Held
147K
Value
$11.65B
Apple Inc.
AAPL
Shares Held
145K
Value
$39.42B
NVIDIA Corporation
NVDA
Shares Held
141K
Value
$26.25B
Barings BDC, Inc.
BBDC
Shares Held
107K
Value
$984.21M
Amazon.com, Inc.
AMZN
Shares Held
97K
Value
$22.38B
Duke Energy Corporation
DUK
Shares Held
97K
Value
$11.35B
Exxon Mobil Corporation
XOM
Shares Held
67K
Value
$8.09B
Suburban Propane Partners, L.P.
SPH
Shares Held
59K
Value
$1.09B
The Progressive Corporation
PGR
Shares Held
58K
Value
$13.13B
Microsoft Corporation
MSFT
Shares Held
53K
Value
$25.78B
Steel Dynamics, Inc.
STLD
Shares Held
48K
Value
$8.19B
Western Midstream Partners, LP
WES
Shares Held
45K
Value
$1.78B
Amcor plc
AMCR
Shares Held
44K
Value
$366.15M
Berkshire Hathaway Inc.
BRK-B
Shares Held
39K
Value
$19.81B
GE Aerospace
GE
Shares Held
39K
Value
$11.89B
Omega Healthcare Investors, Inc.
OHI
Shares Held
38K
Value
$1.68B