SAGEVIEW ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XEL | 7K | $577.05K |
 | AXP | 7K | $2.37M |
 | UBER | 7K | $697.55K |
 | CHWY | 7K | $284.81K |
 | CENT | 7K | $226.66K |
 | GGG | 7K | $580.23K |
 | ORLY | 7K | $724.59K |
 | JBSS | 7K | $430.42K |
 | STT | 7K | $768.96K |
 | MMM | 7K | $1.02M |
 | EIX | 7K | $361.32K |
 | SJM | 7K | $706.64K |
 | FBNC | 6K | $339.24K |
 | TEL | 6K | $1.40M |
 | CCI | 6K | $605.39K |
 | VOYA | 6K | $469.22K |
 | AEP | 6K | $700.52K |
 | JCI | 6K | $683.55K |
 | HWM | 6K | $1.21M |
 | LRCX | 6K | $822.41K |
Xcel Energy Inc.
XEL
Shares Held
7K
Value
$577.05K
American Express Company
AXP
Shares Held
7K
Value
$2.37M
Uber Technologies, Inc.
UBER
Shares Held
7K
Value
$697.55K
Chewy, Inc.
CHWY
Shares Held
7K
Value
$284.81K
Central Garden & Pet Company
CENT
Shares Held
7K
Value
$226.66K
Graco Inc.
GGG
Shares Held
7K
Value
$580.23K
O'Reilly Automotive, Inc.
ORLY
Shares Held
7K
Value
$724.59K
John B. Sanfilippo & Son, Inc.
JBSS
Shares Held
7K
Value
$430.42K
State Street Corporation
STT
Shares Held
7K
Value
$768.96K
3M Company
MMM
Shares Held
7K
Value
$1.02M
Edison International
EIX
Shares Held
7K
Value
$361.32K
The J. M. Smucker Company
SJM
Shares Held
7K
Value
$706.64K
First Bancorp
FBNC
Shares Held
6K
Value
$339.24K
TE Connectivity Ltd.
TEL
Shares Held
6K
Value
$1.40M
Crown Castle Inc.
CCI
Shares Held
6K
Value
$605.39K
Voya Financial, Inc.
VOYA
Shares Held
6K
Value
$469.22K
American Electric Power Company, Inc.
AEP
Shares Held
6K
Value
$700.52K
Johnson Controls International plc
JCI
Shares Held
6K
Value
$683.55K
Howmet Aerospace Inc.
HWM
Shares Held
6K
Value
$1.21M
Lam Research Corporation
LRCX
Shares Held
6K
Value
$822.41K