SEC 13F Intelligence

Managers / Q4 2022

Sargent Bickham Lagudis LLC

CIK 0001613939 · 4840 PEARL EAST CIRCLE, SUITE 300E, BOULDER, CO, 80301 · 303-443-2433

Reported Value
$1.22T
Q4 2022
Positions
1,409
Filings on Record
29
2019–present window
Filed
Jan 23, 2023
original filing

Summary

Sargent Bickham Lagudis Llc reported $1.22T in U.S.-listed holdings across 1,409 positions for Q4 2022.

Its largest position, AGG, represents 8.0% of the portfolio.

Compared with Q3 2022, the fund opened 90 new positions and exited 54.

Reported Value by Quarter

13F Reported Value
Q1 ’21: $1.1BQ1 ’21Q2 ’21: $1.2BQ2 ’21Q3 ’21: $1.2BQ3 ’21Q4 ’21: $1.3BQ4 ’21Q1 ’22: $1.3BQ1 ’22Q2 ’22: $1.2BQ2 ’22Q3 ’22: $1.1BQ3 ’22Q4 ’22: $1.22TQ4 ’22filingsflow.com

Portfolio Composition

By security type
ETP: 70.6%Common Stock: 26.8%Other: 1.9%REIT: 0.5%ADR: 0.2%Other: 0.0%
  • ETP · 70.6% · $861.4B
  • Common Stock · 26.8% · $327.2B
  • Other · 1.9% · $23.2B
  • REIT · 0.5% · $5.6B
  • ADR · 0.2% · $1.9B
  • Other · 0.0% · $554M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2022$1.22T1,409Jan 23, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.1B1,365Oct 27, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.2B1,456Jul 13, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.3B1,325Apr 27, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.3B1,001Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.2B986Nov 5, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.2B962Jul 19, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.1B970May 24, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.