SageView Advisory Group, LLC
Top Portfolio Positions
1,899 positions ·
$661,117,901 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
190,817 | $51,875,509 | 7.85% | |
| MSFT |
Microsoft Corp
Technology
|
66,606 | $32,211,993 | 4.87% | |
| NVDA |
Nvidia Corp
Technology
|
159,712 | $29,786,288 | 4.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
58,621 | $18,348,373 | 2.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
71,391 | $16,478,470 | 2.49% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
100,817 | $14,448,084 | 2.19% | |
| META |
Meta Platforms, Inc.
Communication Services
|
21,429 | $14,145,068 | 2.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,799 | $13,146,253 | 1.99% | |
| LLY |
ELI LILLY & Co
Healthcare
|
11,564 | $12,427,600 | 1.88% | |
| AVGO |
Broadcom Inc.
Technology
|
27,934 | $9,667,957 | 1.46% |
Portfolio Trend
13 quarters · across all stocks
Holdings in LCUT
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $215,203 | 54,482 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $213,415 | 55,146 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $283,539 | 55,596 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $273,841 | 55,546 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $204,722 | 34,640 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $159,713 | 24,421 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $110,811 | 12,900 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $115,579 | 17,225 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $183,172 | 32,535 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $175,630 | 31,085 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $132,017 | 22,452 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $78,237 | 10,308 | Shares | Sole | 2023-02-15 | |
| No 13F history on record for this holder in this stock. | ||||||