Stock Taper 
SAGEVIEW ADVISORY GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 WEX Inc. | WEX | 1.57K | $221.65K |
 Simon Property Group, Inc. | SPG | 1.59K | $356.75K |
 Phillips 66 | PSX | 1.67K | $282.03K |
 The Allstate Corporation | ALL | 1.68K | $400.48K |
 HEICO Corporation | HEI-A | 1.71K | $441.29K |
 Western Digital Corporation | WDC | 1.73K | $1.11M |
 Vertiv Holdings Co | VRT | 1.74K | $581.04K |
 Take-Two Interactive Software, Inc. | TTWO | 1.79K | $446.71K |
 BOK Financial Corporation | BOKF | 1.79K | $248.18K |
 The Goldman Sachs Group, Inc. | GS | 1.82K | $1.84M |
 Darden Restaurants, Inc. | DRI | 1.83K | $377.54K |
 Space Exploration Technologies Corp. | SPCX | 1.87K | $319.72K |
 Illinois Tool Works Inc. | ITW | 1.89K | $511.15K |
 Novartis AG | NVS | 1.89K | $296.9K |
 Diamondback Energy, Inc. | FANG | 1.93K | $339.08K |
 Amphenol Corporation | APH | 1.94K | $342.36K |
 Apollo Global Management, Inc. | APO | 1.94K | $229.74K |
 AstraZeneca PLC | AZN | 1.95K | $370.51K |
 Principal Financial Group, Inc. | PFG | 1.98K | $213.57K |
 MSA Safety Incorporated | MSA | 2.02K | $351.78K |