SAGEGUARD FINANCIAL GROUP, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 324K | $6.26M |
 | KO | 212K | $16.08M |
 | T | 206K | $5.98M |
 | WMT | 195K | $24.24M |
 | AAPL | 143K | $36.23M |
 | NVDA | 128K | $22.25M |
 | BBDC | 108K | $889.81K |
 | CL | 103K | $8.76M |
 | DUK | 97K | $12.71M |
 | AMZN | 94K | $19.50M |
 | XOM | 68K | $11.46M |
 | SPH | 58K | $1.14M |
 | PGR | 55K | $10.98M |
 | MSFT | 50K | $18.60M |
 | WES | 44K | $1.83M |
 | GE | 40K | $11.42M |
 | STLD | 38K | $6.75M |
 | BRK-B | 37K | $17.88M |
 | MCD | 36K | $11.24M |
 | OHI | 36K | $1.56M |
Energy Transfer LP
ET
Shares Held
324K
Value
$6.26M
The Coca-Cola Company
KO
Shares Held
212K
Value
$16.08M
AT&T Inc.
T
Shares Held
206K
Value
$5.98M
Walmart Inc.
WMT
Shares Held
195K
Value
$24.24M
Apple Inc.
AAPL
Shares Held
143K
Value
$36.23M
NVIDIA Corporation
NVDA
Shares Held
128K
Value
$22.25M
Barings BDC, Inc.
BBDC
Shares Held
108K
Value
$889.81K
Colgate-Palmolive Company
CL
Shares Held
103K
Value
$8.76M
Duke Energy Corporation
DUK
Shares Held
97K
Value
$12.71M
Amazon.com, Inc.
AMZN
Shares Held
94K
Value
$19.50M
Exxon Mobil Corporation
XOM
Shares Held
68K
Value
$11.46M
Suburban Propane Partners, L.P.
SPH
Shares Held
58K
Value
$1.14M
The Progressive Corporation
PGR
Shares Held
55K
Value
$10.98M
Microsoft Corporation
MSFT
Shares Held
50K
Value
$18.60M
Western Midstream Partners, LP
WES
Shares Held
44K
Value
$1.83M
GE Aerospace
GE
Shares Held
40K
Value
$11.42M
Steel Dynamics, Inc.
STLD
Shares Held
38K
Value
$6.75M
Berkshire Hathaway Inc.
BRK-B
Shares Held
37K
Value
$17.88M
McDonald's Corporation
MCD
Shares Held
36K
Value
$11.24M
Omega Healthcare Investors, Inc.
OHI
Shares Held
36K
Value
$1.56M