SAGEVIEW ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PECO | 10K | $356.52K |
 | IPG | 10K | $289.41K |
 | CION | 10K | $97.33K |
 | TXT | 10K | $863.58K |
 | WBD | 10K | $198.33K |
 | FE | 10K | $458.75K |
 | TV | 10K | $26.90K |
 | BMY | 10K | $450.94K |
 | ONB | 10K | $216.41K |
 | PANW | 10K | $2.00M |
 | EOG | 10K | $1.08M |
 | CPNG | 10K | $310.76K |
 | TT | 9K | $3.99M |
 | PAYX | 9K | $1.20M |
 | AIG | 9K | $739.73K |
 | CTRE | 9K | $325.70K |
 | COF | 9K | $1.99M |
 | AHR | 9K | $392.54K |
 | AMD | 9K | $1.50M |
 | GIS | 9K | $460.97K |
Phillips Edison & Company, Inc.
PECO
Shares Held
10K
Value
$356.52K
The Interpublic Group of Companies, Inc.
IPG
Shares Held
10K
Value
$289.41K
CION Investment Corporation
CION
Shares Held
10K
Value
$97.33K
Textron Inc.
TXT
Shares Held
10K
Value
$863.58K
Warner Bros. Discovery, Inc.
WBD
Shares Held
10K
Value
$198.33K
FirstEnergy Corp.
FE
Shares Held
10K
Value
$458.75K
Grupo Televisa, S.A.B.
TV
Shares Held
10K
Value
$26.90K
Bristol-Myers Squibb Company
BMY
Shares Held
10K
Value
$450.94K
Old National Bancorp
ONB
Shares Held
10K
Value
$216.41K
Palo Alto Networks, Inc.
PANW
Shares Held
10K
Value
$2.00M
EOG Resources, Inc.
EOG
Shares Held
10K
Value
$1.08M
Coupang, Inc.
CPNG
Shares Held
10K
Value
$310.76K
Trane Technologies plc
TT
Shares Held
9K
Value
$3.99M
Paychex, Inc.
PAYX
Shares Held
9K
Value
$1.20M
American International Group, Inc.
AIG
Shares Held
9K
Value
$739.73K
CareTrust REIT, Inc.
CTRE
Shares Held
9K
Value
$325.70K
Capital One Financial Corporation
COF
Shares Held
9K
Value
$1.99M
American Healthcare REIT, Inc.
AHR
Shares Held
9K
Value
$392.54K
Advanced Micro Devices, Inc.
AMD
Shares Held
9K
Value
$1.50M
General Mills, Inc.
GIS
Shares Held
9K
Value
$460.97K