SAGEVIEW ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DRI | 2K | $373.92K |
 | BOKF | 2K | $217.98K |
 | SNOW | 2K | $438.02K |
 | MAR | 2K | $504.84K |
 | MMC | 2K | $388.66K |
 | HEI-A | 2K | $472.86K |
 | MCK | 2K | $1.32M |
 | WEX | 2K | $268.75K |
 | PSX | 2K | $230.23K |
 | HUM | 2K | $438.11K |
 | FDX | 2K | $393.57K |
 | UNF | 2K | $269.75K |
 | TRGP | 2K | $269.95K |
 | ALL | 2K | $335.20K |
 | AJG | 2K | $481.67K |
 | MSGS | 2K | $351.85K |
 | PNC | 2K | $306.18K |
 | DASH | 2K | $411.25K |
 | NOW | 1K | $1.37M |
 | VST | 1K | $290.05K |
Darden Restaurants, Inc.
DRI
Shares Held
2K
Value
$373.92K
BOK Financial Corporation
BOKF
Shares Held
2K
Value
$217.98K
Snowflake Inc.
SNOW
Shares Held
2K
Value
$438.02K
Marriott International, Inc.
MAR
Shares Held
2K
Value
$504.84K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
2K
Value
$388.66K
HEICO Corporation
HEI-A
Shares Held
2K
Value
$472.86K
McKesson Corporation
MCK
Shares Held
2K
Value
$1.32M
WEX Inc.
WEX
Shares Held
2K
Value
$268.75K
Phillips 66
PSX
Shares Held
2K
Value
$230.23K
Humana Inc.
HUM
Shares Held
2K
Value
$438.11K
FedEx Corporation
FDX
Shares Held
2K
Value
$393.57K
UniFirst Corporation
UNF
Shares Held
2K
Value
$269.75K
Targa Resources Corp.
TRGP
Shares Held
2K
Value
$269.95K
The Allstate Corporation
ALL
Shares Held
2K
Value
$335.20K
Arthur J. Gallagher & Co.
AJG
Shares Held
2K
Value
$481.67K
Madison Square Garden Sports Corp.
MSGS
Shares Held
2K
Value
$351.85K
The PNC Financial Services Group, Inc.
PNC
Shares Held
2K
Value
$306.18K
DoorDash, Inc.
DASH
Shares Held
2K
Value
$411.25K
ServiceNow, Inc.
NOW
Shares Held
1K
Value
$1.37M
Vistra Corp.
VST
Shares Held
1K
Value
$290.05K