SAGEVIEW ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFG | 2K | $205.35K |
 | LCII | 2K | $229.67K |
 | ITW | 2K | $632.54K |
 | AON | 2K | $840.08K |
 | ED | 2K | $236.00K |
 | KMB | 2K | $290.24K |
 | HWKN | 2K | $422.27K |
 | CB | 2K | $648.47K |
 | AMT | 2K | $439.96K |
 | NPO | 2K | $515.96K |
 | GS | 2K | $1.76M |
 | MSA | 2K | $378.38K |
 | SPG | 2K | $409.84K |
 | ITT | 2K | $381.48K |
 | RCL | 2K | $682.50K |
 | DTE | 2K | $297.98K |
 | HOOD | 2K | $298.39K |
 | APH | 2K | $250.40K |
 | PH | 2K | $1.53M |
 | CAT | 2K | $956.06K |
Principal Financial Group, Inc.
PFG
Shares Held
2K
Value
$205.35K
LCI Industries
LCII
Shares Held
2K
Value
$229.67K
Illinois Tool Works Inc.
ITW
Shares Held
2K
Value
$632.54K
Aon plc
AON
Shares Held
2K
Value
$840.08K
Consolidated Edison, Inc.
ED
Shares Held
2K
Value
$236.00K
Kimberly-Clark Corporation
KMB
Shares Held
2K
Value
$290.24K
Hawkins, Inc.
HWKN
Shares Held
2K
Value
$422.27K
Chubb Limited
CB
Shares Held
2K
Value
$648.47K
American Tower Corporation
AMT
Shares Held
2K
Value
$439.96K
EnPro Industries, Inc.
NPO
Shares Held
2K
Value
$515.96K
The Goldman Sachs Group, Inc.
GS
Shares Held
2K
Value
$1.76M
MSA Safety Incorporated
MSA
Shares Held
2K
Value
$378.38K
Simon Property Group, Inc.
SPG
Shares Held
2K
Value
$409.84K
ITT Inc.
ITT
Shares Held
2K
Value
$381.48K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
2K
Value
$682.50K
DTE Energy Company
DTE
Shares Held
2K
Value
$297.98K
Robinhood Markets, Inc.
HOOD
Shares Held
2K
Value
$298.39K
Amphenol Corporation
APH
Shares Held
2K
Value
$250.40K
Parker-Hannifin Corporation
PH
Shares Held
2K
Value
$1.53M
Caterpillar Inc.
CAT
Shares Held
2K
Value
$956.06K