Sageworth Trust CO Of South Dakota Portfolio Holdings

Sageworth Trust CO Of South Dakota

  • $86.4 Million
  • Q2 2025

Sageworth Trust CO Of South Dakota has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $86.4 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $17.8M, Vanguard Star Fd Vanguard Tota with a value of $10.5M, Vanguard Index Fds S&P 500 ETF with a value of $8.31M, Dimensional ETF Tr U S Small C with a value of $4.63M, and Ishares Msci Acwi ETF with a value of $3.99M.

Examining the 13F form we can see an increase of $8.59M in the current position value, from $77.8M to 86.4M.

Below you can find more details about Sageworth Trust CO Of South Dakota portfolio as well as his latest detailed transactions.

Portfolio value $86.4 Million
ETFs: $70.3 Million
Consumer Cyclical: $5.46 Million
Industrials: $2.45 Million
Financial Services: $2.19 Million
Communication Services: $1.94 Million
Healthcare: $1.52 Million
Energy: $1.19 Million
Technology: $1.07 Million
Other: $239,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $86.4 Million
  • Prior Value $77.8 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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