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Sageworth Trust Co Of South Dakota - Q3 2025 13F Filings

SA

Sageworth Trust Co Of South Dakota

CIK: 0001871593
Address: South Dakota Sioux Falls 225 East 11Th Street Suite 210
$106.06 M
Portfolio Value
49
Assets Held
Reporting Period: Q3 2025
Filing Status:
Active
Last Updated: 01/30/2026

Portfolio Summary (Q3 2025)

View Full Portfolio Analysis

Top Buys

Q3 2025
1. JNJ Johnson & Johnson
+$2.44 M
2. VTI Vanguard Total Stock Market Etf
+$2.37 M
3. IGIC International General Insurance Holdings
+$568,632
4. VEA Vanguard Ftse Developed Markets Etf
+$528,194.86
5. MLPX Global X Mlp & Energy Infrastructure Etf
+$520,305

Top Sells

Q3 2025
1. JPM Jpmorgan Chase & Co
−$336,296
2. VXUS Vanguard Total International Stock Etf
−$295,235.75
3. GM General Motors Company
−$273,952
4. VTV Vanguard Value Etf
−$260,712.97
5. AVGO Broadcom
−$252,220

Asset Allocation

Stocks/ETFs
+14.93%
$106.06 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sageworth Trust Co Of South Dakota Q3 2025 Filing Summary

Sageworth Trust Co Of South Dakota filed its 13F report for Q3 2025 on November 04, 2025. The portfolio totaled 106.06 M reflecting a +14.93% change from the prior quarter, spanning 49 assets. The top 10 holdings comprised 65.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 4 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Sageworth Trust Co Of South Dakota’s Q3 2025 Filing

Sageworth Trust Co Of South Dakota submitted their Form 13F-HR for the Q3 2025 period on 11/04/2025. This was the only submission for the quarter.

In the Q3 2025 filing, Sageworth Trust Co Of South Dakota reported a managed portfolio value of 106.06 M, consisting of 49 individual positions.

This page displays the raw filing documents. To see which stocks Sageworth Trust Co Of South Dakota bought or sold during Q3 2025, please visit Sageworth Trust Co Of South Dakota's Portfolio Analysis page.