Sagewood Asset Management LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SA Sagewood Asset Management LP | Institutional Filer | ▲ 13.37% | $319.2M | 337 |
Current Portfolio Holdings
Showing all 337 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 60K | $29.0M | 9.07% |
| 2 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 19 | $13.6M | 4.27% |
| 3 | AAPL | Apple Inc. | Technology | 48K | $12.1M | 3.78% |
| 4 | NVDA | NVIDIA Corporation | Technology | 68K | $11.8M | 3.70% |
| 5 | MSFT | Microsoft Corporation | Technology | 27K | $9.9M | 3.11% |
| 6 | GS | The Goldman Sachs Group, Inc. | Financial Services | 10K | $8.3M | 2.60% |
| 7 | GOOGL | Alphabet Inc. | Technology | 28K | $8.0M | 2.50% |
| 8 | JPM | JPMorgan Chase & Co. | Financial Services | 24K | $6.9M | 2.17% |
| 9 | PEP | PepsiCo, Inc. | Consumer Defensive | 43K | $6.7M | 2.09% |
| 10 | COST | Costco Wholesale Corporation | Consumer Defensive | 6K | $6.4M | 2.01% |
| 11 | ITW | Illinois Tool Works Inc. | Industrials | 24K | $6.2M | 1.95% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 27K | $5.7M | 1.77% |
| 13 | AXP | American Express Company | Financial Services | 18K | $5.4M | 1.70% |
| 14 | AVGO | Broadcom Inc. | Technology | 12K | $3.8M | 1.18% |
| 15 | HSY | The Hershey Company | Consumer Defensive | 18K | $3.8M | 1.17% |
Showing 1 to 15 of 337 holdings