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Portfolio (Quarterly) Guide ↗

Sage Capital Advisors,llc

· CIK 0001714107
13F Portfolio $431M AUM 129 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 33 Added 28 Reduced 8 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTSM FIRST TR EXCHANGE-TRADED FD 9,554.0 $571K 0.13% -3K -25.5% $59.78 +0.3%
22 RSP INVESCO EXCHANGE TRADED FD T 2,920.0 $560K 0.13% -106.0 -3.5% $191.93 +7.6%
23 MO ALTRIA GROUP INC Consumer Defensive 8,220.0 $542K 0.13% -690.0 -7.7% $65.99 +12.0%
24 EEM ISHARES TR 8,584.0 $488K 0.11% -49.0 -0.6% $56.79 +16.0%
25 XLF SELECT SECTOR SPDR TR 7,339.0 $362K 0.08% -299.0 -3.9% $49.37 +5.2%
26 FJUL FIRST TR EXCHNG TRADED FD VI 5,575.0 $305K 0.07% -925.0 -14.2% $54.72 +7.6%
27 VTV VANGUARD INDEX FDS 1,340.0 $263K 0.06% -22.0 -1.6% $196.22 +7.5%
28 MPT MEDICAL PROPERTIES TRUST INC Financial Services 20,895.0 $97K 0.02% -815.0 -3.8% $4.63 +9.7%
Page 2 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.1%
Industrials 15.9%
Consumer Defensive 13.3%
Healthcare 10.2%
Communication Services 10.1%
Consumer Cyclical 7.7%
Energy 6.9%
Financial Services 6.8%
Basic Materials 4.0%