Sagewood Asset Management LP
338 holdingsFiling period: 2026-03-31Current AUM: $351.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 60.4K | $29.0M | $29.0M | 8.25% | +940 | 2026-03-31 |
| 2 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 19 | $13.6M | $13.6M | 3.89% | -- | 2026-03-31 |
| 3 | AAPL | APPLE INC | 47.6K | $12.1M | $14.7M | 4.19% | +4.6K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 67.7K | $11.8M | $13.6M | 3.87% | +7.9K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 26.8K | $9.9M | $12.5M | 3.55% | +1.0K | 2026-03-31 |
| 6 | GS | GOLDMAN SACHS GROUP INC | 9.8K | $8.3M | $10.0M | 2.84% | -149 | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 27.8K | $8.0M | $9.9M | 2.82% | -13 | 2026-03-31 |
| 8 | JPM | JPMORGAN CHASE & CO | 23.6K | $6.9M | $8.3M | 2.36% | -1,438 | 2026-03-31 |
| 9 | PEP | PEPSICO INC | 42.9K | $6.7M | $6.0M | 1.71% | +538 | 2026-03-31 |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 6.5K | $6.4M | $6.1M | 1.75% | -1,387 | 2026-03-31 |
| 11 | ITW | ILLINOIS TOOL WKS INC | 23.9K | $6.2M | $6.8M | 1.95% | +2.0K | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 27.1K | $5.7M | $7.4M | 2.10% | +2.3K | 2026-03-31 |
| 13 | AXP | AMERICAN EXPRESS CO | 17.9K | $5.4M | $6.0M | 1.72% | -97 | 2026-03-31 |
| 14 | AVGO | BROADCOM INC | 12.2K | $3.8M | $4.8M | 1.35% | +1.7K | 2026-03-31 |
| 15 | HSY | HERSHEY CO | 18.0K | $3.8M | $3.2M | 0.90% | +145 | 2026-03-31 |
| 16 | KLAC | KLA CORP | 2.2K | $3.2M | $401K | 0.11% | +47 | 2026-03-31 |
| 17 | AR | ANTERO RESOURCES CORP | 72.0K | $3.1M | $2.6M | 0.74% | -2,592 | 2026-03-31 |
| 18 | JNJ | JOHNSON & JOHNSON | 11.5K | $2.8M | $2.9M | 0.84% | -726 | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 9.5K | $2.7M | $3.4M | 0.96% | +1.4K | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP | 14.5K | $2.5M | $2.3M | 0.64% | +3.5K | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP | 14.5K | $2.5M | $2.3M | 0.64% | +3.5K | 2026-03-31 |
| 22 | LLY | ELI LILLY & CO | 2.6K | $2.4M | $3.0M | 0.86% | +293 | 2026-03-31 |
| 23 | META | META PLATFORMS INC | 4.2K | $2.4M | $2.3M | 0.66% | -691 | 2026-03-31 |
| 24 | TSLA | TESLA INC | 6.3K | $2.4M | $2.0M | 0.56% | +598 | 2026-03-31 |
| 25 | ANET | ARISTA NETWORKS INC | 18.7K | $2.3M | $3.4M | 0.96% | +244 | 2026-03-31 |
← Scroll →
Page 1 of 14