Long-term investor

Sageguard Financial Group, LLC @sageguardfinancialgroupl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001861378).

Record

  • Tracked since 2021-06-30 (1923 days), 365 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.1% · 6 months +1.4% · 1 year +5.1% · all +18.5%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 5.7% · long · since 2021-06-30
  • NVDA · 3.4% · long · since 2021-06-30
  • 46654Q203 · 3.3% · long · since 2025-12-31
  • WMT · 3.2% · long · since 2021-06-30
  • AMZN · 3.0% · long · since 2021-06-30
  • BRK-B · 2.6% · long · since 2021-06-30
  • 46090E103 · 2.6% · long · since 2021-06-30
  • MSFT · 2.3% · long · since 2021-06-30
  • CAT · 2.2% · long · since 2021-06-30
  • KO · 2.2% · long · since 2021-06-30
  • 369604301 · 2.1% · long · since 2025-12-31
  • COST · 1.9% · long · since 2025-12-31

Copy on paper, free More traders How copying works