SAGESPRING WEALTH PARTNERS, LLC
Filing Date
Global Rank
#1,660
/ 8,578
▼ 70
Top Industry
Semiconductors
11.3%
3Y Alpha vs SPY
-0.8%
Period ended 3 months ago
Filed May 7, 2026 · 39d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+22.7%
SPY
+25.8%
Annualised alpha
-2.2%
Max drawdown
−17.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
516 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.5%
−2.3 pts
Top 5
22.9%
−4.3 pts
Top 10
34.1%
−7.2 pts
HHI
164
Diversified−62
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.8% | $297,263,283 |
| Financial Services | 13.6% | $150,924,877 |
| Consumer Cyclical | 9.8% | $109,211,277 |
| Unclassified | 9.8% | $109,061,031 |
| Industrials | 9.3% | $102,909,581 |
| Healthcare | 8.4% | $93,379,911 |
| Consumer Defensive | 6.2% | $68,986,895 |
| Communication Services | 5.7% | $63,110,091 |
| Energy | 4.7% | $52,430,972 |
| Utilities | 2.5% | $27,892,154 |
| Basic Materials | 2.0% | $21,884,319 |
| Real Estate | 1.2% | $13,782,504 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMCSA | Comcast Corp | +23,505 | 75,090 | $2,155,833 | |
| PFE | Pfizer Inc | +13,443 | 78,052 | $2,191,700 | |
| BMY | Bristol Myers Squibb Co | +9,591 | 25,347 | $1,537,295 | |
| VZ | Verizon Communications Inc | +8,929 | 95,013 | $4,769,652 | |
| F | Ford Motor Co | +8,677 | 71,531 | $825,467 | |
| SAN | Banco Santander, S.A. | +8,177 | 84,465 | $952,765 | |
| WMT | Walmart Inc. | +7,987 | 179,240 | $22,275,947 | |
| RF | Regions Financial Corp | +7,358 | 33,388 | $872,094 | |
| T | At&T Inc. | +6,801 | 125,035 | $3,624,764 | |
| ITUB | Itau Unibanco Holding S.A. | +6,773 | 37,935 | $317,895 | |
| CVX | Chevron Corp | +6,598 | 48,929 | $10,123,410 | |
| WFC | Wells Fargo & Company/Mn | +6,317 | 50,602 | $4,028,425 | |
| FDX | Fedex Corp | +6,064 | 9,443 | $3,363,407 | |
| NBB | Nuveen Taxable Municipal Income Fund | +6,053 | 38,628 | $604,914 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | +5,598 | 34,468 | $746,576 | |
| INTC | Intel Corp | +5,372 | 35,389 | $1,561,716 | |
| USB | US Bancorp De | +4,977 | 38,568 | $2,005,921 | |
| NFLX | Netflix Inc | +4,841 | 55,214 | $5,308,826 | |
| NSC | Norfolk Southern Corp | +4,809 | 9,442 | $2,709,854 | |
| HAL | Halliburton Co | +4,735 | 14,285 | $556,972 | |
| QQQ | Invesco Qqq Trust, Series 1 | +4,445 | 106,688 | $61,578,179 | |
| MDT | Medtronic plc | +4,410 | 36,327 | $3,147,734 | |
| MFG | Mizuho Financial Group Inc | +4,325 | 48,841 | $387,797 | |
| AAPL | Apple Inc. | +4,284 | 237,510 | $60,277,662 | |
| COP | Conocophillips | +3,955 | 15,690 | $2,071,080 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −183,614 | 395,791 | $34,892,934 | |
| SPY | Spdr S&P 500 ETF Trust | −136,163 | 6,991 | $4,546,526 | |
| AMZN | Amazon Com Inc | −64,091 | 138,909 | $28,930,577 | |
| SONY | Sony Group Corp | −12,662 | 31,766 | $657,556 | |
| SOFI | SoFi Technologies, Inc. | −7,448 | 11,851 | $188,193 | |
| ABT | Abbott Laboratories | −6,567 | 26,002 | $2,669,625 | |
| PG | PROCTER & GAMBLE Co | −6,086 | 32,694 | $4,722,321 | |
| BAC | Bank Of America Corp /De/ | −4,970 | 111,553 | $5,438,208 | |
| META | Meta Platforms, Inc. | −4,578 | 30,605 | $17,510,038 | |
| LYG | Lloyds Banking Group plc | −4,162 | 64,772 | $325,803 | |
| FISV | Fiserv Inc | −4,070 | 4,057 | $226,380 | |
| CME | Cme Group Inc. | −3,986 | 24,981 | $7,378,138 | |
| MPC | Marathon Petroleum Corp | −3,952 | 27,293 | $6,664,404 | |
| NKE | NIKE, Inc. | −3,386 | 7,846 | $414,425 | |
| ETW | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | −2,865 | 11,390 | $100,004 | |
| SNY | Sanofi | −2,812 | 4,811 | $231,793 | |
| NVO | Novo Nordisk A S | −2,693 | 12,473 | $458,382 | |
| JPM | Jpmorgan Chase & Co | −2,428 | 74,097 | $21,796,373 | |
| TSCO | Tractor Supply Co /De/ | −2,286 | 11,961 | $541,833 | |
| QCOM | Qualcomm Inc/De | −2,226 | 10,083 | $1,298,488 | |
| FTNT | Fortinet, Inc. | −2,112 | 10,138 | $828,477 | |
| VICI | Vici Properties Inc. | −2,099 | 11,333 | $309,617 | |
| AIG | American International Group, Inc. | −1,900 | 5,332 | $401,233 | |
| CCL | Carnival Corp Ltd. | −1,886 | 56,190 | $1,454,197 | |
| DXCM | Dexcom Inc | −1,853 | 8,455 | $530,974 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 10,075 | $1,986,991 | |
| TTE | TotalEnergies SE | 12,872 | $1,171,094 | |
| SNDK | Sandisk Corp | 1,161 | $737,629 | |
| PNFP | Pinnacle Financial Partners, Inc. | 8,200 | $706,348 | |
| APA | APA Corp | 9,354 | $396,983 | |
| FTAI | FTAI Aviation Ltd. | 1,505 | $368,725 | |
| CF | CF Industries Holdings, Inc. | 2,515 | $326,547 | |
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | 20,157 | $323,922 | |
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | 20,704 | $295,653 | |
| DOCU | Docusign, Inc. | 6,047 | $286,688 | |
| FTI | TechnipFMC plc | 4,032 | $278,732 | |
| E | Eni Spa | 4,877 | $276,086 | |
| WPM | Wheaton Precious Metals Corp. | 2,090 | $273,810 | |
| FIVE | Five Below, Inc | 1,196 | $273,262 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 576 | $266,797 | |
| FSLY | Fastly, Inc. | 8,517 | $247,504 | |
| MTZ | Mastec Inc | 762 | $245,165 | |
| ESS | Essex Property Trust, Inc. | 1,006 | $243,452 | |
| PCTY | Paylocity Holding Corp | 2,244 | $242,441 | |
| ROKU | Roku, Inc | 2,511 | $237,590 | |
| FFIV | F5, Inc. | 811 | $234,646 | |
| DKS | Dick's Sporting Goods, Inc. | 1,169 | $231,801 | |
| LITE | Lumentum Holdings Inc. | 328 | $230,505 | |
| ON | On Semiconductor Corp | 3,655 | $226,317 | |
| KIM | Kimco Realty Corp | 10,068 | $226,227 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HDB | Hdfc Bank Ltd | 18,390 | $671,970 | |
| RBLX | Roblox Corp | 6,039 | $489,340 | |
| PODD | Insulet Corp | 1,408 | $400,209 | |
| IBN | Icici Bank Ltd | 11,887 | $354,232 | |
| DIAX | Nuveen Dow 30sm Dynamic Overwrite Fund | 22,923 | $349,804 | |
| CDW | CDW Corp | 2,199 | $299,503 | |
| MAIN | Main Street Capital CORP | 4,733 | $285,825 | |
| UHS | Universal Health Services Inc | 1,293 | $281,899 | |
| FICO | Fair Isaac Corp | 164 | $277,261 | |
| PNR | PENTAIR plc | 2,662 | $277,220 | |
| LOPE | Grand Canyon Education, Inc. | 1,666 | $277,072 | |
| NTRA | Natera, Inc. | 1,174 | $268,951 | |
| SGI | Somnigroup International Inc. | 2,953 | $263,643 | |
| EWBC | East West Bancorp Inc | 2,340 | $262,992 | |
| LEN | Lennar Corp /New/ | 2,551 | $262,242 | |
| BR | Broadridge Financial Solutions, Inc. | 1,171 | $261,332 | |
| HEI | Heico Corp | 799 | $258,548 | |
| HPQ | Hp Inc | 11,534 | $256,977 | |
| BRO | Brown & Brown, Inc. | 3,219 | $256,554 | |
| TROW | Price T Rowe Group Inc | 2,463 | $252,161 | |
| G | Genpact LTD | 5,379 | $251,629 | |
| RPM | Rpm International Inc/De/ | 2,391 | $248,664 | |
| SBAC | Sba Communications Corp | 1,261 | $243,915 | |
| PAYC | Paycom Software, Inc. | 1,497 | $238,561 | |
| XYL | Xylem Inc. | 1,690 | $230,144 | |
| No positions match the current search. | ||||
52 positions ·
$93,379,911 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 52 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 47,666 | $11,651,477 | 12.48% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 10,324 | $9,495,705 | 10.17% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 37,866 | $8,235,476 | 8.82% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 66,315 | $7,977,031 | 8.54% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 18,010 | $6,336,818 | 6.79% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Added | 10,690 | $5,058,935 | 5.42% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 24,067 | $3,354,217 | 3.59% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 36,327 | $3,147,734 | 3.37% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 26,002 | $2,669,625 | 2.86% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 9,457 | $2,558,969 | 2.74% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 78,052 | $2,191,700 | 2.35% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 4,395 | $2,160,274 | 2.31% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 10,075 | $1,986,991 | 2.13% | |
| NVS |
Novartis AG
Healthcare
|
Added | 11,162 | $1,704,995 | 1.83% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 3,634 | $1,622,726 | 1.74% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 3,509 | $1,617,613 | 1.73% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 25,347 | $1,537,295 | 1.65% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 3,867 | $1,270,657 | 1.36% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 1,330 | $1,150,928 | 1.23% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 15,716 | $1,128,723 | 1.21% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 5,708 | $1,082,236 | 1.16% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Added | 6,140 | $1,047,115 | 1.12% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 6,515 | $1,024,353 | 1.10% | |
| STE |
STERIS plc
Healthcare
|
Reduced | 4,186 | $925,650 | 0.99% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Added | 11,502 | $921,080 | 0.99% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Added | 6,979 | $824,987 | 0.88% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Reduced | 12,918 | $810,604 | 0.87% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Reduced | 1,012 | $781,911 | 0.84% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 2,301 | $722,836 | 0.77% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 2,704 | $721,292 | 0.77% | |
| GSK |
GSK plc
Healthcare
|
Reduced | 10,028 | $553,445 | 0.59% | |
| DXCM |
Dexcom Inc
Healthcare
|
Reduced | 8,455 | $530,974 | 0.57% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Reduced | 916 | $514,691 | 0.55% | |
| RMD |
Resmed Inc
Healthcare
|
Reduced | 2,203 | $494,529 | 0.53% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Added | 2,214 | $467,840 | 0.50% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 12,473 | $458,382 | 0.49% | |
| INSM |
INSMED Inc
Healthcare
|
Reduced | 2,765 | $452,132 | 0.48% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
Reduced | 2,027 | $397,251 | 0.43% | |
| ALNY |
Alnylam Pharmaceuticals, Inc.
Healthcare
|
Added | 1,144 | $378,515 | 0.41% | |
| THC |
Tenet Healthcare Corp
Healthcare
|
Added | 2,000 | $377,420 | 0.40% | |
| BIIB |
Biogen Inc.
Healthcare
|
Added | 1,913 | $350,710 | 0.38% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Reduced | 1,118 | $327,294 | 0.35% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Reduced | 2,817 | $321,081 | 0.34% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 4,221 | $300,450 | 0.32% | |
| WAT |
Waters Corp /De/
Healthcare
|
Added | 917 | $273,082 | 0.29% | |
| SNY |
Sanofi
Healthcare
|
Reduced | 4,811 | $231,793 | 0.25% | |
| CNC |
Centene Corp
Healthcare
|
Added | 6,809 | $222,926 | 0.24% | |
| VTRS |
Viatris Inc
Healthcare
|
Added | 16,434 | $222,023 | 0.24% | |
| JAZZ |
Jazz Pharmaceuticals plc
Healthcare
|
Reduced | 1,143 | $216,084 | 0.23% | |
| ILMN |
Illumina, Inc.
Healthcare
|
Reduced | 1,752 | $215,951 | 0.23% |