SAGEVIEW ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HCAT | 54K | $154.53K |
 | MFC | 51K | $1.58M |
 | ADNT | 51K | $1.22M |
 | TFC | 48K | $2.21M |
 | TBRG | 47K | $940.85K |
 | KO | 46K | $3.04M |
 | WMT | 46K | $4.72M |
 | MRK | 46K | $3.84M |
 | JPM | 44K | $13.88M |
 | VZ | 43K | $1.91M |
 | PM | 43K | $7.01M |
 | TTD | 42K | $2.05M |
 | EXC | 40K | $1.80M |
 | SONY | 39K | $1.13M |
 | FAST | 39K | $1.92M |
 | KNTK | 38K | $1.61M |
 | CVX | 37K | $5.73M |
 | ABBV | 36K | $8.41M |
 | MO | 36K | $2.35M |
 | MSIF | 34K | $445.53K |
Health Catalyst, Inc.
HCAT
Shares Held
54K
Value
$154.53K
Manulife Financial Corporation
MFC
Shares Held
51K
Value
$1.58M
Adient plc
ADNT
Shares Held
51K
Value
$1.22M
Truist Financial Corporation
TFC
Shares Held
48K
Value
$2.21M
TruBridge, Inc.
TBRG
Shares Held
47K
Value
$940.85K
The Coca-Cola Company
KO
Shares Held
46K
Value
$3.04M
Walmart Inc.
WMT
Shares Held
46K
Value
$4.72M
Merck & Co., Inc.
MRK
Shares Held
46K
Value
$3.84M
JPMorgan Chase & Co.
JPM
Shares Held
44K
Value
$13.88M
Verizon Communications Inc.
VZ
Shares Held
43K
Value
$1.91M
Philip Morris International Inc.
PM
Shares Held
43K
Value
$7.01M
The Trade Desk, Inc.
TTD
Shares Held
42K
Value
$2.05M
Exelon Corporation
EXC
Shares Held
40K
Value
$1.80M
Sony Group Corporation
SONY
Shares Held
39K
Value
$1.13M
Fastenal Company
FAST
Shares Held
39K
Value
$1.92M
Kinetik Holdings Inc.
KNTK
Shares Held
38K
Value
$1.61M
Chevron Corporation
CVX
Shares Held
37K
Value
$5.73M
AbbVie Inc.
ABBV
Shares Held
36K
Value
$8.41M
Altria Group, Inc.
MO
Shares Held
36K
Value
$2.35M
MSC Income Fund, Inc.
MSIF
Shares Held
34K
Value
$445.53K