Sagewood Asset Management LP

NEW YORK, NY · CIK 1693636 · 13F filing filed 2026-07-29

SEC-registered investment adviser since 2015 · limited partnership

Assets managed$2.7bn
Staff7 · 3 in investment roles
Main clients (by assets)High net worth individuals 89%, Companies 11%
Websitesagewoodam.com
Form ADV · 2026-03-31SEC adviser record

Kindwealth
Others nearbyNew York, NY
FamilySagewood Asset Management LP · 2 related pages

$442.0m reported value +38.5% vs Q1 2026

432positions

32.9%in top 10

125 new 221 added 76 reduced 30 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	81,754	$40.9m9.25%	9.25%	Added +21.3k	+21,312 35.3%
2	NVIDIA CORPORATION COM NVDA	NVDA	78,921	$15.8m3.57%	3.57%	Added +11.3k	+11,260 16.6%
3	APPLE INC COM AAPL	AAPL	53,792	$15.6m3.52%	3.52%	Added +6.2k	+6,213 13.1%
4	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	19	$14.2m3.22%	3.22%	Unchanged
5	MEDLINE INC COM CL A MDLN	MDLN	338,196	$13.3m3.02%	3.02%	New
6	MICROSOFT CORP COM MSFT	MSFT	27,333	$10.2m2.31%	2.31%	Added +529	+529 2.0%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	28,132	$10.1m2.27%	2.27%	Added +354	+354 1.3%
8	GOLDMAN SACHS GROUP INC COM GS	GS	9,339	$9.4m2.14%	2.14%	Reduced -462	-462 -4.7%
9	JPMORGAN CHASE & CO COM JPM	JPM	25,880	$8.5m1.92%	1.92%	Added +2.3k	+2,284 9.7%
10	AMAZON COM INC COM AMZN	AMZN	30,369	$7.2m1.64%	1.64%	Added +3.2k	+3,221 11.9%
11	ILLINOIS TOOL WKS INC COM ITW	ITW	24,689	$6.7m1.51%	1.51%	Added +822	+822 3.4%
12	AMERICAN EXPRESS CO COM AXP	AXP	17,705	$6.0m1.35%	1.35%	Reduced -213	-213 -1.2%
13	KLA CORP COM NEW KLAC	KLAC	19,557	$5.9m1.33%	1.33%	Reduced -2.4k	-2,383 -10.9%
14	COSTCO WHSL CORP NEW COM COST	COST	6,279	$5.9m1.33%	1.33%	Reduced -175	-175 -2.7%
15	BROADCOM INC COM AVGO	AVGO	14,700	$5.6m1.26%	1.26%	Added +2.5k	+2,494 20.4%
16	PEPSICO INC COM PEP	PEP	40,722	$5.5m1.25%	1.25%	Reduced -2.2k	-2,160 -5.0%
17	ALPHABET INC CAP STK CL C GOOG	GOOG	14,391	$5.1m1.15%	1.15%	Added +4.9k	+4,893 51.5%
18	MICRON TECHNOLOGY INC COM MU	MU	3,438	$4.0m0.90%	0.90%	Added +1.0k	+1,021 42.2%
19	ELI LILLY & CO COM LLY	LLY	2,963	$3.6m0.80%	0.80%	Added +328	+328 12.4%
20	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,920	$3.4m0.78%	0.78%	Added +798	+798 15.6%
21	ARISTA NETWORKS INC COM SHS ANET	ANET	19,985	$3.4m0.77%	0.77%	Added +1.3k	+1,330 7.1%
22	TESLA INC COM TSLA	TSLA	7,413	$3.1m0.71%	0.71%	Added +1.1k	+1,090 17.2%
23	HERSHEY CO COM HSY	HSY	17,281	$3.0m0.69%	0.69%	Reduced -761	-761 -4.2%
24	META PLATFORMS INC CL A META	META	5,245	$3.0m0.67%	0.67%	Added +1.1k	+1,055 25.2%
25	WESTERN DIGITAL CORP COM WDC	WDC	4,483	$2.9m0.65%	0.65%	Reduced -620	-620 -12.2%
26	JOHNSON & JOHNSON COM JNJ	JNJ	10,651	$2.7m0.61%	0.61%	Reduced -826	-826 -7.2%
27	CARDINAL HEALTH INC COM CAH	CAH	10,905	$2.6m0.59%	0.59%	Added +5.7k	+5,686 109.0%
28	ANTERO RESOURCES CORP COM AR	AR	73,265	$2.6m0.58%	0.58%	Added +1.3k	+1,298 1.8%
29	MORGAN STANLEY COM NEW MS	MS	11,528	$2.4m0.55%	0.55%	Added +344	+344 3.1%
30	COLGATE PALMOLIVE CO COM CL	CL	25,887	$2.4m0.54%	0.54%	Added +4.3k	+4,305 19.9%
31	AVNET INC COM AVT	AVT	24,169	$2.1m0.49%	0.49%	Added +1.3k	+1,277 5.6%
32	EXXON MOBIL CORP COM XOM	XOM	14,825	$2.0m0.46%	0.46%	Added +310	+310 2.1%
33	QUALCOMM INC COM QCOM	QCOM	10,615	$2.0m0.44%	0.44%	Added +257	+257 2.5%
34	ABBVIE INC COM ABBV	ABBV	7,717	$1.9m0.44%	0.44%	Added +1.8k	+1,752 29.4%
35	GE AEROSPACE COM NEW GE	GE	5,148	$1.9m0.44%	0.44%	Added +676	+676 15.1%
36	INTEL CORP COM INTC	INTC	13,202	$1.8m0.42%	0.42%	Added +4.4k	+4,437 50.6%
37	STATE STR CORP COM STT	STT	10,709	$1.8m0.41%	0.41%	Added +379	+379 3.7%
38	CAMPBELL SOUP CO COM CPB	CPB	81,125	$1.8m0.41%	0.41%	Added +8.1k	+8,053 11.0%
39	AMKOR TECHNOLOGY INC COM AMKR	AMKR	20,770	$1.8m0.41%	0.41%	Reduced -406	-406 -1.9%
40	CHENIERE ENERGY INC COM NEW LNG	LNG	7,420	$1.8m0.40%	0.40%	Reduced -489	-489 -6.2%
41	MANPOWERGROUP INC WIS COM MAN	MAN	51,739	$1.7m0.40%	0.40%	Added +33.9k	+33,890 189.9%
42	CUMMINS INC COM CMI	CMI	2,348	$1.7m0.38%	0.38%	Added +142	+142 6.4%
43	VISA INC COM CL A V	V	4,821	$1.7m0.37%	0.37%	Added +2.2k	+2,238 86.6%
44	ANALOG DEVICES INC COM ADI	ADI	4,083	$1.6m0.37%	0.37%	Added +212	+212 5.5%
45	ALTRIA GROUP INC COM MO	MO	22,355	$1.6m0.36%	0.36%	Added +3.6k	+3,642 19.5%
46	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	5,693	$1.6m0.36%	0.36%	Reduced -176	-176 -3.0%
47	GENTEX CORP COM GNTX	GNTX	61,905	$1.6m0.35%	0.35%	Reduced -4.0k	-4,032 -6.1%
48	RANGE RES CORP COM RRC	RRC	41,651	$1.5m0.35%	0.35%	Reduced -689	-689 -1.6%
49	DEXCOM INC COM DXCM	DXCM	22,739	$1.5m0.35%	0.35%	Added +78	+78 0.3%
50	PHILIP MORRIS INTL INC COM PM	PM	8,381	$1.5m0.34%	0.34%	Added +1.2k	+1,160 16.1%
51	CAPITAL ONE FINL CORP COM COF	COF	7,225	$1.4m0.33%	0.33%	Added +454	+454 6.7%
52	FISERV INC COM FISV	FISV	29,096	$1.4m0.32%	0.32%	Reduced -689	-689 -2.3%
53	NORFOLK SOUTHN CORP COM NSC	NSC	4,472	$1.4m0.32%	0.32%	Added +152	+152 3.5%
54	BIOGEN INC COM BIIB	BIIB	6,484	$1.4m0.32%	0.32%	Reduced -9	-9 -0.1%
55	GE VERNOVA INC COM GEV	GEV	1,188	$1.4m0.32%	0.32%	Added +38	+38 3.3%
56	GILEAD SCIENCES INC COM GILD	GILD	10,598	$1.3m0.30%	0.30%	Added +33	+33 0.3%
57	CISCO SYS INC COM CSCO	CSCO	11,355	$1.3m0.30%	0.30%	Added +5.4k	+5,429 91.6%
58	SANDISK CORP COM SNDK	SNDK	585	$1.3m0.30%	0.30%	Added +62	+62 11.8%
59	NETFLIX INC COM NFLX	NFLX	18,326	$1.3m0.30%	0.30%	Reduced -1.4k	-1,430 -7.2%
60	WALMART INC COM WMT	WMT	11,500	$1.3m0.29%	0.29%	Added +732	+732 6.8%
61	EDISON INTL COM EIX	EIX	17,489	$1.3m0.29%	0.29%	Added +1.7k	+1,724 10.9%
62	MASTERCARD INCORPORATED CL A MA	MA	2,486	$1.3m0.29%	0.29%	Added +1.4k	+1,356 120.0%
63	HOME DEPOT INC COM HD	HD	3,616	$1.3m0.29%	0.29%	Added +249	+249 7.4%
64	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,910	$1.3m0.29%	0.29%	Added +789	+789 37.2%
65	IDACORP INC COM IDA	IDA	8,333	$1.3m0.29%	0.29%	Added +1.7k	+1,680 25.2%
66	APPLIED MATLS INC COM AMAT	AMAT	1,700	$1.2m0.28%	0.28%	Added +590	+590 53.1%
67	MERCK & CO INC COM MRK	MRK	8,934	$1.1m0.26%	0.26%	Added +368	+368 4.3%
68	MOHAWK INDS INC COM MHK	MHK	9,448	$1.1m0.26%	0.26%	Added +6.9k	+6,918 273.4%
69	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	3,468	$1.1m0.26%	0.26%	Added +199	+199 6.1%
70	BALCHEM CORP COM BCPC	BCPC	6,765	$1.1m0.26%	0.26%	Reduced -1.3k	-1,335 -16.5%
71	SCHNEIDER NATIONAL INC CL B SNDR	SNDR	31,273	$1.1m0.26%	0.26%	Added +2.7k	+2,713 9.5%
72	EQUIFAX INC COM EFX	EFX	7,178	$1.1m0.26%	0.26%	Added +3.1k	+3,108 76.4%
73	F N B CORP COM FNB	FNB	59,410	$1.1m0.26%	0.26%	Reduced -3.6k	-3,580 -5.7%
74	TD SYNNEX CORPORATION COM SNX	SNX	4,212	$1.1m0.25%	0.25%	Added +124	+124 3.0%
75	KKR & CO INC COM KKR	KKR	12,005	$1.1m0.25%	0.25%	Added +5.3k	+5,291 78.8%
76	MILLROSE PPTYS INC COM CL A MRP	MRP	36,482	$1.1m0.25%	0.25%	Added +6.6k	+6,553 21.9%
77	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	11,414	$1.1m0.24%	0.24%	Added +127	+127 1.1%
78	BRIGHTHOUSE FINL INC COM BHF	BHF	16,442	$1.0m0.24%	0.24%	Added +928	+928 6.0%
79	RTX CORPORATION COM RTX	RTX	5,415	$1.0m0.23%	0.23%	Reduced -1.4k	-1,359 -20.1%
80	AUTOZONE INC COM AZO	AZO	317	$1.0m0.23%	0.23%	New
81	CATERPILLAR INC COM CAT	CAT	937	$997.8k0.23%	0.23%	Added +482	+482 105.9%
82	RINGCENTRAL INC CL A RNG	RNG	25,268	$984.9k0.22%	0.22%	Added +3.2k	+3,219 14.6%
83	UNITEDHEALTH GROUP INC COM UNH	UNH	2,349	$976.3k0.22%	0.22%	Added +911	+911 63.4%
84	MACYS INC COM M	M	40,827	$961.5k0.22%	0.22%	Added +9.3k	+9,273 29.4%
85	VERISIGN INC COM VRSN	VRSN	3,801	$956.2k0.22%	0.22%	Added +482	+482 14.5%
86	CITIZENS FINL GROUP INC COM CFG	CFG	13,012	$911.8k0.21%	0.21%	Added +2.0k	+1,955 17.7%
87	CHUBB LIMITED COM CB	CB	2,589	$882.2k0.20%	0.20%	Added +873	+873 50.9%
88	GENERAL MTRS CO COM GM	GM	11,444	$882.1k0.20%	0.20%	Added +1.3k	+1,256 12.3%
89	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	15,270	$879.9k0.20%	0.20%	Added +1.1k	+1,058 7.4%
90	MCKESSON CORP COM MCK	MCK	1,163	$878.8k0.20%	0.20%	Added +258	+258 28.5%
91	PG&E CORP COM PCG	PCG	51,922	$873.3k0.20%	0.20%	Added +8.1k	+8,095 18.5%
92	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,234	$847.5k0.19%	0.19%	Unchanged
93	ARES MANAGEMENT CORPORATION CL A COM STK ARES	ARES	7,556	$841.1k0.19%	0.19%	Added +1.4k	+1,386 22.5%
94	POPULAR INC COM NEW BPOP	BPOP	5,101	$837.5k0.19%	0.19%	Added +298	+298 6.2%
95	ABBOTT LABS COM ABT	ABT	9,085	$824.4k0.19%	0.19%	Added +2.4k	+2,374 35.4%
96	CORNING INC COM GLW	GLW	3,198	$816.9k0.18%	0.18%	Added +1.1k	+1,123 54.1%
97	DELTA AIR LINES INC DEL COM NEW DAL	DAL	8,635	$808.8k0.18%	0.18%	Added +839	+839 10.8%
98	CENTENE CORP DEL COM CNC	CNC	12,291	$789.0k0.18%	0.18%	Added +2.5k	+2,534 26.0%
99	FIRST HAWAIIAN INC COM FHB	FHB	26,574	$778.6k0.18%	0.18%	Added +16.5k	+16,464 162.8%
100	EVERGY INC COM EVRG	EVRG	8,904	$769.6k0.17%	0.17%	Added +2.2k	+2,218 33.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AIR LEASE CORP AL	AL	17,244	$1.1m17.2k shares
HONEYWELL INTL INC		796	$360.1k796 shares
BIO RAD LABS INC BIO	BIO	1,247	$347.6k1.2k shares
MODERNA INC MRNA	MRNA	6,122	$311.0k6.1k shares
CHARTER COMMUNICATIONS INC N CHTR	CHTR	1,330	$287.1k1.3k shares
DUPONT DE NEMOURS INC DWDP	DWDP	2,038	$280.1k2.0k shares
IQVIA HLDGS INC IQV	IQV	1,481	$252.6k1.5k shares
BOSTON BEER INC SAM	SAM	1,054	$242.8k1.1k shares
AUTODESK INC ADSK	ADSK	1,006	$240.8k1.0k shares
COTERRA ENERGY INC CTRA	CTRA	6,542	$229.9k6.5k shares
COLUMBIA BKG SYS INC COLB	COLB	8,259	$226.5k8.3k shares
KBR INC KBR	KBR	5,911	$217.9k5.9k shares
BOOZ ALLEN HAMILTON HLDG COR BAH	BAH	2,787	$217.5k2.8k shares
EXLSERVICE HOLDINGS INC EXLS	EXLS	7,101	$216.2k7.1k shares
NRG ENERGY INC NRG	NRG	1,474	$215.4k1.5k shares
PEGASYSTEMS INC PEGA	PEGA	5,014	$213.4k5.0k shares
ALCOA CORP AA	AA	3,215	$213.3k3.2k shares
GENPACT LIMITED G	G	5,717	$213.0k5.7k shares
HUNTINGTON INGALLS INDS INC HII	HII	556	$211.2k556 shares
LEIDOS HOLDINGS INC LDOS	LDOS	1,346	$209.3k1.3k shares
AMERIPRISE FINL INC AMP	AMP	460	$204.4k460 shares
SBA COMMUNICATIONS CORP NEW SBAC	SBAC	1,183	$203.6k1.2k shares
KYNDRYL HLDGS INC KD	KD	13,906	$182.4k13.9k shares
WESTERN UN CO WU	WU	19,080	$166.6k19.1k shares
PERRIGO CO PLC PRGO	PRGO	14,261	$153.2k14.3k shares