SAGEVIEW ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAM | 4K | $217.68K |
 | TTWO | 4K | $963.68K |
 | EL | 4K | $323.87K |
 | CMS | 4K | $268.13K |
 | VLO | 4K | $617.61K |
 | MRVL | 4K | $302.86K |
 | TSM | 4K | $983.45K |
 | RIO | 3K | $230.52K |
 | CR | 3K | $629.94K |
 | PNFP | 3K | $314.47K |
 | ISRG | 3K | $1.49M |
 | VRTX | 3K | $1.29M |
 | LMT | 3K | $1.64M |
 | TGT | 3K | $290.78K |
 | BBY | 3K | $244.06K |
 | NOC | 3K | $1.95M |
 | SYY | 3K | $263.16K |
 | FTNT | 3K | $267.38K |
 | OMC | 3K | $259.05K |
 | ACN | 3K | $769.72K |
Brookfield Asset Management Ltd.
BAM
Shares Held
4K
Value
$217.68K
Take-Two Interactive Software, Inc.
TTWO
Shares Held
4K
Value
$963.68K
The Estée Lauder Companies Inc.
EL
Shares Held
4K
Value
$323.87K
CMS Energy Corporation
CMS
Shares Held
4K
Value
$268.13K
Valero Energy Corporation
VLO
Shares Held
4K
Value
$617.61K
Marvell Technology, Inc.
MRVL
Shares Held
4K
Value
$302.86K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
4K
Value
$983.45K
Rio Tinto Group
RIO
Shares Held
3K
Value
$230.52K
Crane Company
CR
Shares Held
3K
Value
$629.94K
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
3K
Value
$314.47K
Intuitive Surgical, Inc.
ISRG
Shares Held
3K
Value
$1.49M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
3K
Value
$1.29M
Lockheed Martin Corporation
LMT
Shares Held
3K
Value
$1.64M
Target Corporation
TGT
Shares Held
3K
Value
$290.78K
Best Buy Co., Inc.
BBY
Shares Held
3K
Value
$244.06K
Northrop Grumman Corporation
NOC
Shares Held
3K
Value
$1.95M
Sysco Corporation
SYY
Shares Held
3K
Value
$263.16K
Fortinet, Inc.
FTNT
Shares Held
3K
Value
$267.38K
Omnicom Group Inc.
OMC
Shares Held
3K
Value
$259.05K
Accenture plc
ACN
Shares Held
3K
Value
$769.72K