Holdings
SageGuard Financial Group, LLC
As of Jun 30, 2026, SageGuard Financial Group, LLC reported 117 positions worth US$410M. Largest: Apple Inc, Nvidia Corporation and Walmart Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 140K | US$40.5M | −2,881 | Jun 30, 2026 |
| Nvidia Corporation | 120K | US$24M | −7,608 | Jun 30, 2026 |
| Walmart Inc. | 200K | US$22.6M | +4,785 | Jun 30, 2026 |
| Amazon.com, Inc. | 90,105 | US$21.5M | −3,501 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 41,882 | US$21M | +74 | Jun 30, 2026 |
| Microsoft Corp. | 42,979 | US$16M | −7,274 | Jun 30, 2026 |
| Caterpillar, Inc. | 14,886 | US$15.9M | −421 | Jun 30, 2026 |
| Coca-cola Company (the) | 193K | US$15.7M | −18,533 | Jun 30, 2026 |
| Ge Aerospace | 40,741 | US$15.2M | +495 | Jun 30, 2026 |
| Costco Wholesale Corporation | 14,133 | US$13.2M | −1,213 | Jun 30, 2026 |