SAGEVIEW ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VMC | 747 | $229.82K |
 | LH | 716 | $205.54K |
 | INTU | 705 | $481.54K |
 | CRWD | 698 | $342.32K |
 | APP | 621 | $446.21K |
 | HUBB | 607 | $261.20K |
 | MSI | 494 | $226.04K |
 | ASML | 462 | $447.01K |
 | AXON | 440 | $315.76K |
 | URI | 382 | $364.53K |
 | EME | 338 | $219.54K |
 | MPWR | 321 | $295.54K |
 | KLAC | 262 | $282.59K |
 | BKNG | 125 | $674.91K |
 | AZO | 103 | $441.90K |
 | MELI | 95 | $222.01K |
Vulcan Materials Company
VMC
Shares Held
747
Value
$229.82K
Labcorp Holdings Inc.
LH
Shares Held
716
Value
$205.54K
Intuit Inc.
INTU
Shares Held
705
Value
$481.54K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
698
Value
$342.32K
AppLovin Corporation
APP
Shares Held
621
Value
$446.21K
Hubbell Incorporated
HUBB
Shares Held
607
Value
$261.20K
Motorola Solutions, Inc.
MSI
Shares Held
494
Value
$226.04K
ASML Holding N.V.
ASML
Shares Held
462
Value
$447.01K
Axon Enterprise, Inc.
AXON
Shares Held
440
Value
$315.76K
United Rentals, Inc.
URI
Shares Held
382
Value
$364.53K
EMCOR Group, Inc.
EME
Shares Held
338
Value
$219.54K
Monolithic Power Systems, Inc.
MPWR
Shares Held
321
Value
$295.54K
KLA Corporation
KLAC
Shares Held
262
Value
$282.59K
Booking Holdings Inc.
BKNG
Shares Held
125
Value
$674.91K
AutoZone, Inc.
AZO
Shares Held
103
Value
$441.90K
MercadoLibre, Inc.
MELI
Shares Held
95
Value
$222.01K