Stock Taper 
SAGEVIEW ADVISORY GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Intuit Inc. | INTU | 923 | $240.96K |
 Natera, Inc. | NTRA | 943 | $255.98K |
 The Travelers Companies, Inc. | TRV | 948 | $313.18K |
 Welltower Inc. | WELL | 953 | $216.51K |
 Ameriprise Financial, Inc. | AMP | 981 | $449.86K |
 Dover Corporation | DOV | 991 | $222.22K |
 The PNC Financial Services Group, Inc. | PNC | 1K | $246.41K |
 Assurant, Inc. | AIZ | 1.01K | $271.72K |
 Marriott International, Inc. | MAR | 1.04K | $385.42K |
 Crane Company | CR | 1.04K | $232.44K |
 Hilton Worldwide Holdings Inc. | HLT | 1.05K | $348.65K |
 Steel Dynamics, Inc. | STLD | 1.06K | $242.35K |
 General Dynamics Corporation | GD | 1.06K | $374.95K |
 Bloom Energy Corporation | BE | 1.08K | $326.31K |
 FedEx Corporation | FDX | 1.09K | $341.31K |
 Cloudflare, Inc. | NET | 1.1K | $269.32K |
 Twilio Inc. | TWLO | 1.11K | $228.61K |
 TKO Group Holdings, Inc. | TKO | 1.13K | $227.54K |
 Royal Caribbean Cruises Ltd. | RCL | 1.13K | $359.61K |
 ITT Inc. | ITT | 1.14K | $225.25K |