Stock Taper

SAGACE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Parker-Hannifin CorporationPH266$260.18K
GE Vernova Inc.GEV282$331.31K
Caterpillar Inc.CAT285$303.5K
CrowdStrike Holdings, Inc.CRWD409$312.12K
Meta Platforms, Inc.META681$383.6K
GE AerospaceGE701$261.99K
Eaton Corporation plcETN749$319.16K
The Home Depot, Inc.HD815$287.43K
Microsoft CorporationMSFT851$317.44K
Berkshire Hathaway Inc.BRK-B858$429.33K
International Business Machines CorporationIBM1.33K$375.13K
Visa Inc.V1.35K$463.86K
Broadcom Inc.AVGO1.4K$529.61K
3M CompanyMMM1.43K$231.53K
The Procter & Gamble CompanyPG1.81K$264.98K
Johnson & JohnsonJNJ1.88K$476.19K
Johnson Controls International plcJCI2.19K$319.25K
NextEra Energy, Inc.NEE2.52K$220.74K
Newmont CorporationNEM2.65K$247.51K
Exxon Mobil CorporationXOM2.85K$389.51K