Sageworth Trust CO Portfolio Holdings
Sageworth Trust CO
- $2.11 Billion
- Q3 2025
Sageworth Trust CO has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.11 Billion distributed in 268 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 $383M, Vanguard Star Fd Vanguard Tota with a value of $304M, Ishares Msci Acwi ETF with a value of $239M, Vanguard Index Fds S&P 500 ETF with a value of $217M, and Spdr S&P 500 ETF Trust with a value of $185M.
Examining the 13F form we can see an increase of $332M in the current position value, from $1.78B to 2.11B.
Below you can find more details about Sageworth Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$2.11 Billion
ETFs: $1.86 Billion
Technology: $72.5 Million
Financial Services: $37.8 Million
Industrials: $29.3 Million
Healthcare: $28.5 Million
Communication Services: $27.6 Million
Consumer Cyclical: $24.2 Million
Consumer Defensive: $14 Million
Other: $14.1 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 268
- Current Value $2.11 Billion
- Prior Value $1.78 Billion
- Filing
- Period Q3 2025
- Filing Date November 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 171 stocks
- Additional Purchases 45 stocks
- Sold out of 0 stocks
- Reduced holdings in 23 stocks