SageGuard Financial Group, LLC

13F filer · CIK 0001861378

Reported Jul 27, 2026

Net seller this quarter

13F portfolio value$712MU.S. long equity reported on 13F

Positions13714 new · 10 closed

Net flow last quarter-$8.95MBuys minus sells

Top 10 positions weight29.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026137 positions
AAPLApple Inc.	$40.5M	5.69%	0.00%	-2.0%	Q4 2020
NVDANvidia Corp	$24M	3.37%	0.00%	-6.0%	Q4 2020
WMTWalmart Inc.	$22.6M	3.18%	0.00%	+2.5%	Q4 2020
AMZNAmazon Com Inc	$21.5M	3.02%	0.00%	-3.7%	Q4 2020
BRK.BBerkshire Hathaway Inc	$18.7M	2.63%	Not reported	+0.2%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$18.5M	2.60%	Not reported	0.0%	Q4 2020
MSFTMicrosoft Corp	$16M	2.25%	0.00%	-14.5%	Q4 2020
CATCaterpillar Inc	$15.9M	2.23%	0.00%	-2.8%	Q4 2020
KOCoca Cola Co	$15.7M	2.20%	0.00%	-8.8%	Q4 2020
GEGeneral Electric Co	$15.2M	2.14%	0.00%	+1.2%	Q4 2025
COSTCostco Wholesale Corp	$13.2M	1.86%	0.00%	-7.9%	Q4 2025
DUKDuke Energy CORP	$12M	1.68%	0.01%	-2.5%	Q4 2020
METAMeta Platforms, Inc.	$9.74M	1.37%	Not reported	+16.2%	Q4 2025
XOMExxonMobil Holdings Corp	$9.67M	1.36%	0.00%	+4.7%	Q4 2020
GLDSPDR Gold Trust	$9.51M	1.34%	0.01%	-28.2%	Q4 2020
MCDMcdonalds Corp	$9.49M	1.33%	0.01%	-2.9%	Q4 2020
GOOGAlphabet Inc.	$8.09M	1.14%	Not reported	-4.8%	Q4 2020
IBMInternational Business Machines Corp	$7.87M	1.11%	0.00%	-6.3%	Q4 2025
PGRProgressive Corp	$7.69M	1.08%	0.01%	-36.4%	Q4 2025
STLDSteel Dynamics Inc	$7.3M	1.03%	0.02%	-15.2%	Q4 2025
IAUIshares Gold Trust	$7.05M	0.99%	0.01%	+17.8%	Q4 2020
LMTLockheed Martin Corp	$6.62M	0.93%	0.01%	-35.6%	Q4 2020
CLColgate Palmolive Co	$6.23M	0.88%	0.01%	-33.9%	Q4 2020
ETEnergy Transfer LP	$6M	0.84%	0.01%	-3.1%	Q4 2020
CEGConstellation Energy Corp	$5.8M	0.81%	0.01%	-3.0%	Q4 2025
GEVGE Vernova Inc.	$5.8M	0.81%	0.00%	+10.8%	Q4 2025
LLYELI LILLY & Co	$5.44M	0.76%	0.00%	+29.8%	Q4 2020
JPMJPMorgan Chase & Co	$4.89M	0.69%	0.00%	+13.5%	Q4 2020
ABBVAbbVie Inc.	$4.88M	0.69%	0.00%	+3.7%	Q1 2021
ITWOI2 Technologies Inc	$4.7M	0.66%	Not reported	+29.7%	Q4 2025
WMWaste Management Inc	$4.45M	0.63%	0.01%	-6.3%	Q4 2025
HCAHCA Healthcare, Inc.	$4.39M	0.62%	0.01%	+14.5%	Q2 2021
SLViShares Silver Trust	$4.36M	0.61%	0.02%	+57.6%	Q4 2025
AMDAdvanced Micro Devices Inc	$4.1M	0.58%	0.00%	-2.9%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.06M	0.57%	0.00%	+22.8%	Q4 2020
CVXChevron Corp	$4.04M	0.57%	0.00%	-6.0%	Q4 2020
TAt&T Inc.	$3.97M	0.56%	0.00%	-7.1%	Q4 2020
AVGOBroadcom Inc.	$3.16M	0.44%	0.00%	+19.9%	Q4 2025
CBChubb Ltd	$2.77M	0.39%	0.00%	New	Q2 2026
COFCapital One Financial Corp	$2.48M	0.35%	0.00%	+39.4%	Q4 2025
TSLATesla, Inc.	$2.45M	0.34%	0.00%	+24.5%	Q4 2020
TIEROfficial Payments Holdings, Inc.	$2.43M	0.34%	0.45%	New	Q2 2026
NFLXNetflix Inc	$2.34M	0.33%	0.00%	+65.2%	Q4 2025
OKEOneok Inc	$2.29M	0.32%	0.00%	-8.6%	Q4 2020
NOCNorthrop Grumman Corp	$2.28M	0.32%	0.00%	+0.7%	Q4 2020
BRK.ABerkshire Hathaway Inc	$2.25M	0.32%	Not reported	Not reported	Q4 2020
WESWestern Midstream Partners, LP	$1.95M	0.27%	0.01%	+0.3%	Q4 2020
CRCrane Co	$1.79M	0.25%	0.01%	-14.4%	Q4 2020
MRKMerck & Co., Inc.	$1.68M	0.24%	0.00%	-6.8%	Q4 2020
LUVSouthwest Airlines Co	$1.68M	0.24%	0.01%	+6.5%	Q4 2020

Q1 2026Reported Apr 23, 2026132 positions
AAPLApple Inc.	$36.2M	5.61%	0.00%	-1.6%	Q4 2020
WMTWalmart Inc.	$24.2M	3.75%	0.00%	-5.1%	Q4 2020
NVDANvidia Corp	$22.2M	3.44%	0.00%	-9.4%	Q4 2020
AMZNAmazon Com Inc	$19.5M	3.02%	0.00%	-3.5%	Q4 2020
MSFTMicrosoft Corp	$18.6M	2.88%	0.00%	-5.7%	Q4 2020
BRK.BBerkshire Hathaway Inc	$17.9M	2.77%	Not reported	-5.3%	Q4 2020
KOCoca Cola Co	$16.1M	2.49%	0.00%	-13.4%	Q4 2020
GLDSPDR Gold Trust	$15.5M	2.40%	0.01%	-28.9%	Q4 2020
COSTCostco Wholesale Corp	$15.3M	2.37%	0.00%	-1.4%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$14.5M	2.24%	Not reported	+3.3%	Q4 2020
DUKDuke Energy CORP	$12.7M	1.97%	0.01%	+0.2%	Q4 2020
LMTLockheed Martin Corp	$12.2M	1.89%	0.01%	-29.6%	Q4 2020
XOMExxonMobil Holdings Corp	$11.5M	1.77%	0.00%	+0.5%	Q4 2020
GEGeneral Electric Co	$11.4M	1.77%	0.00%	+4.3%	Q4 2025
MCDMcdonalds Corp	$11.2M	1.74%	0.01%	-0.9%	Q4 2020
PGRProgressive Corp	$11M	1.70%	0.01%	-4.0%	Q4 2025
CATCaterpillar Inc	$10.8M	1.68%	0.00%	-0.3%	Q4 2020
CLColgate Palmolive Co	$8.76M	1.36%	0.01%	-30.3%	Q4 2020
METAMeta Platforms, Inc.	$8.52M	1.32%	Not reported	+9.1%	Q4 2025
IBMInternational Business Machines Corp	$7.24M	1.12%	0.00%	-9.4%	Q4 2025
IAUIshares Gold Trust	$6.98M	1.08%	0.01%	+69.3%	Q4 2020
GOOGAlphabet Inc.	$6.9M	1.07%	Not reported	-1.4%	Q4 2020
STLDSteel Dynamics Inc	$6.75M	1.04%	0.03%	-22.4%	Q4 2025
CEGConstellation Energy Corp	$6.72M	1.04%	0.01%	+2.8%	Q4 2025
ETEnergy Transfer LP	$6.26M	0.97%	0.01%	-2.6%	Q4 2020
TAt&T Inc.	$5.98M	0.93%	0.00%	+10.5%	Q4 2020
CVXChevron Corp	$5.37M	0.83%	0.00%	+6.2%	Q4 2020
WMWaste Management Inc	$4.9M	0.76%	0.01%	-20.0%	Q4 2025
HCAHCA Healthcare, Inc.	$4.66M	0.72%	0.00%	+0.5%	Q2 2021
ABBVAbbVie Inc.	$4.07M	0.63%	0.00%	+28.5%	Q1 2021
GEVGE Vernova Inc.	$3.89M	0.60%	0.00%	+75.4%	Q4 2025
JPMJPMorgan Chase & Co	$3.87M	0.60%	0.00%	+29.5%	Q4 2020
SLViShares Silver Trust	$3.53M	0.55%	0.01%	+669.8%	Q4 2025
LLYELI LILLY & Co	$3.21M	0.50%	0.00%	+177.7%	Q4 2020
ITWOI2 Technologies Inc	$3.07M	0.48%	Not reported	+69.8%	Q4 2025
NOCNorthrop Grumman Corp	$3.04M	0.47%	0.00%	+0.3%	Q4 2020
OKEOneok Inc	$2.6M	0.40%	0.00%	-10.3%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.34M	0.36%	0.00%	+34.9%	Q4 2020
AVGOBroadcom Inc.	$2.16M	0.33%	0.00%	+34.0%	Q4 2025
BRK.ABerkshire Hathaway Inc	$2.15M	0.33%	Not reported	Not reported	Q4 2020
VRTXVertex Pharmaceuticals Inc / Ma	$2.04M	0.32%	0.00%	-43.5%	Q4 2025
NFLXNetflix Inc	$1.91M	0.30%	0.00%	+185.0%	Q4 2025
WESWestern Midstream Partners, LP	$1.83M	0.28%	0.01%	-1.5%	Q4 2020
HONHoneywell International Inc	$1.8M	0.28%	0.00%	+0.5%	Q4 2020
TSLATesla, Inc.	$1.74M	0.27%	0.00%	+19.4%	Q4 2020
MRKMerck & Co., Inc.	$1.69M	0.26%	0.00%	-1.9%	Q4 2020
COFCapital One Financial Corp	$1.62M	0.25%	0.00%	+10.1%	Q4 2025
CRCrane Co	$1.6M	0.25%	0.02%	0.0%	Q4 2020
OHIOmega Healthcare Investors Inc	$1.56M	0.24%	0.01%	-6.3%	Q4 2025
AMDAdvanced Micro Devices Inc	$1.48M	0.23%	0.00%	-1.7%	Q4 2020

Q4 2025Reported Jan 27, 2026123 positions
AAPLApple Inc.	$39.4M	6.27%	0.00%	Not reported	Q4 2020
NVDANvidia Corp	$26.3M	4.18%	0.00%	Not reported	Q4 2020
MSFTMicrosoft Corp	$25.8M	4.10%	0.00%	+4447.5%	Q4 2020
WMTWalmart Inc.	$22.9M	3.64%	0.00%	Not reported	Q4 2020
AMZNAmazon Com Inc	$22.4M	3.56%	0.00%	+5057.0%	Q4 2020
GLDSPDR Gold Trust	$20.1M	3.19%	0.01%	Not reported	Q4 2020
BRK.BBerkshire Hathaway Inc	$19.8M	3.15%	Not reported	Not reported	Q4 2020
KOCoca Cola Co	$17.1M	2.72%	0.01%	Not reported	Q4 2020
QQQInvesco QQQ Trust, Series 1	$15M	2.38%	Not reported	Not reported	Q4 2020
LMTLockheed Martin Corp	$13.9M	2.21%	0.01%	Not reported	Q4 2020
COSTCostco Wholesale Corp	$13.4M	2.14%	0.00%	New	Q4 2025
PGRProgressive Corp	$13.1M	2.09%	0.01%	New	Q4 2025
GEGeneral Electric Co	$11.9M	1.89%	0.00%	New	Q4 2025
CLColgate Palmolive Co	$11.7M	1.85%	0.02%	Not reported	Q4 2020
DUKDuke Energy CORP	$11.4M	1.81%	0.01%	Not reported	Q4 2020
MCDMcdonalds Corp	$11.1M	1.77%	0.01%	Not reported	Q4 2020
IBMInternational Business Machines Corp	$9.76M	1.55%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$9.01M	1.43%	Not reported	New	Q4 2025
CATCaterpillar Inc	$8.79M	1.40%	0.00%	+785.8%	Q4 2020
CEGConstellation Energy Corp	$8.26M	1.32%	0.01%	New	Q4 2025
STLDSteel Dynamics Inc	$8.19M	1.30%	0.03%	New	Q4 2025
XOMExxonMobil Holdings Corp	$8.09M	1.29%	0.00%	Not reported	Q4 2020
GOOGAlphabet Inc.	$7.65M	1.22%	Not reported	Not reported	Q4 2020
WMWaste Management Inc	$5.86M	0.93%	0.01%	New	Q4 2025
ETEnergy Transfer LP	$5.49M	0.87%	0.01%	Not reported	Q4 2020
TAt&T Inc.	$4.64M	0.74%	0.00%	Not reported	Q4 2020
HCAHCA Healthcare, Inc.	$4.58M	0.73%	0.00%	Not reported	Q2 2021
IAUIshares Gold Trust	$3.8M	0.60%	0.01%	Not reported	Q4 2020
CVXChevron Corp	$3.72M	0.59%	0.00%	Not reported	Q4 2020
VRTXVertex Pharmaceuticals Inc / Ma	$3.67M	0.58%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$3.33M	0.53%	0.00%	Not reported	Q1 2021
JPMJPMorgan Chase & Co	$3.28M	0.52%	0.00%	Not reported	Q4 2020
NOCNorthrop Grumman Corp	$2.53M	0.40%	0.00%	Not reported	Q4 2020
OKEOneok Inc	$2.36M	0.37%	0.01%	Not reported	Q4 2020
BRK.ABerkshire Hathaway Inc	$2.26M	0.36%	Not reported	Not reported	Q4 2020
COFCapital One Financial Corp	$1.95M	0.31%	0.00%	New	Q4 2025
ITWOI2 Technologies Inc	$1.8M	0.29%	Not reported	New	Q4 2025
AVGOBroadcom Inc.	$1.8M	0.29%	0.00%	New	Q4 2025
WESWestern Midstream Partners, LP	$1.78M	0.28%	0.01%	Not reported	Q4 2020
TSLATesla, Inc.	$1.76M	0.28%	0.00%	Not reported	Q4 2020
AXPAmerican Express Co	$1.74M	0.28%	0.00%	New	Q4 2025
CRCrane Co	$1.73M	0.27%	0.02%	Not reported	Q4 2020
OHIOmega Healthcare Investors Inc	$1.68M	0.27%	0.01%	New	Q4 2025
GEVGE Vernova Inc.	$1.66M	0.26%	0.00%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$1.58M	0.25%	0.00%	Not reported	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.56M	0.25%	0.00%	Not reported	Q4 2020
HONHoneywell International Inc	$1.55M	0.25%	0.00%	Not reported	Q4 2020
BJBJ's Wholesale Club Holdings, Inc.	$1.53M	0.24%	0.01%	New	Q4 2025
MRKMerck & Co., Inc.	$1.5M	0.24%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$1.49M	0.24%	0.00%	Not reported	Q4 2020

Q3 2021Reported Nov 15, 20215 positions
SPABASTROTECH Corp	$547K	8.58%	Not reported	-28.9%	Q4 2020
CATCaterpillar Inc	$333K	5.22%	0.00%	-89.4%	Q4 2020
MSFTMicrosoft Corp	$330K	5.18%	0.00%	-96.2%	Q4 2020
AMZNAmazon Com Inc	$309K	4.85%	0.00%	-97.8%	Q4 2020
SPMDSupermedia Inc.	$201K	3.15%	Not reported	-29.7%	Q4 2020

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