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SFG
SageGuard Financial Group Portfolio holdings
AUM
$712M
This Fund
S&P 500
This Quarter
Est. Return
+2.68%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$628M
AUM Growth
–
Cap. Flow
+$624M
Cap. Flow
% of AUM
99.29%
Top 10 Holdings %
Top 10 Hldgs %
36.93%
Holding
177
New
177
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$38.9M |
| 2 |
Microsoft
MSFT
|
+$26.7M |
| 3 |
NVIDIA
NVDA
|
+$26.2M |
| 4 |
Amazon
AMZN
|
+$22.2M |
| 5 |
Walmart Inc
WMT
|
+$22.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.14% |
| 2 | Consumer Staples | 11.37% |
| 3 | Industrials | 8.04% |
| 4 | Financials | 7.53% |
| 5 | Consumer Discretionary | 6.15% |
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SageGuard Financial Group's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for SageGuard Financial Group, which disclosed 177 positions worth $628M. Its ten largest holdings account for 37% of the portfolio.
Its largest position is Apple: 145,017 shares worth $39.4M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Consumer Staples and Industrials.
- SageGuard Financial Group's largest Q4 2025 buy was Apple: 145,017 shares worth $39.4M.
- SageGuard Financial Group's ten largest holdings make up 37% of its $628M portfolio in Q4 2025.
- SageGuard Financial Group disclosed 177 positions in Q4 2025, its first 13F filing on record.
Based on SageGuard Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.