Institutional Fund
Sageguard Financial Group, LLC
Goodlettsville, TNCIK 18613782 filings on record
Portfolio Value
$646.25M
Q1 2026
Holdings
196
Reported positions
New Buys
24
Opened this quarter
QoQ Change
+2.9%
from $628.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.6%
- Walmart Inc3.8%
- Nvidia Corporation3.4%
- J P Morgan Exchange Traded F3.0%
- Amazon Com Inc3.0%
- Microsoft Corp2.9%
- Other78.3%
Portfolio Holdings
196 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 142.8K | $36.23M | 5.6% | −2.3K | Reduced |
| 2 | Walmart Inc | 195.0K | $24.24M | 3.8% | −10.4K | Reduced |
| 3 | Nvidia Corporation | 127.6K | $22.25M | 3.4% | −13.2K | Reduced |
| 4 | J P Morgan Exchange Traded F | 352.5K | $19.57M | 3.0% | −13.8K | Reduced |
| 5 | Amazon Com Inc | 93.6K | $19.50M | 3.0% | −3.3K | Reduced |
| 6 | Microsoft Corp | 50.3K | $18.60M | 2.9% | −3.0K | Reduced |
| 7 | Berkshire Hathaway Inc Del | 37.3K | $17.88M | 2.8% | −2.1K | Reduced |
| 8 | Coca Cola Co | 211.5K | $16.08M | 2.5% | −32.8K | Reduced |
| 9 | Spdr Gold Tr | 36.0K | $15.48M | 2.4% | −14.7K | Reduced |
| 10 | Costco Whsl Corp New | 15.3K | $15.29M | 2.4% | −213 | Reduced |
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