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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 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VXF VANGUARD INDEX FDS 3,527.0 $726K 0.17% -58.0 -1.6% $205.82 +12.1%
82 V VISA INC Financial Services 2,314.0 $699K 0.16% $302.26 +8.8%
83 VEXC VANGUARD WORLD FD 8,553.0 $696K 0.16% NEW $81.39 +13.4%
84 DIA STATE STR SPDR DOW JONES IND Financial Services 1,501.0 $695K 0.16% $463.07 +9.3%
85 VWO VANGUARD INTL EQUITY INDEX F 12,580.0 $680K 0.16% -134.0 -1.1% $54.05 +9.1%
86 EFA ISHARES TR 6,943.0 $674K 0.16% $97.13 +7.1%
87 FTSM FIRST TR EXCHANGE-TRADED FD 9,554.0 $571K 0.13% -3K -25.5% $59.78 +0.3%
88 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,200.0 $569K 0.13% $474.56 -15.3%
89 RSP INVESCO EXCHANGE TRADED FD T 2,920.0 $560K 0.13% -106.0 -3.5% $191.93 +7.6%
90 USB US BANCORP Financial Services 10,559.0 $549K 0.13% $52.01 +5.4%
91 SNA SNAP ON INC Industrials 1,500.0 $545K 0.13% $363.22 +0.9%
92 MO ALTRIA GROUP INC Consumer Defensive 8,220.0 $542K 0.13% -690.0 -7.7% $65.99 +12.0%
93 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,585.0 $536K 0.12% +16.0 +1.0% $338.05 +19.7%
94 JPM JPMORGAN CHASE & CO Financial Services 1,748.0 $514K 0.12% $294.24 +4.1%
95 XAR SPDR SERIES TRUST 2,000.0 $508K 0.12% $253.98 +6.8%
96 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,112.0 $496K 0.12% +8.0 +0.7% $446.39 -2.7%
97 BAC BANK AMERICA CORP Financial Services 10,100.0 $492K 0.11% +70.0 +0.7% $48.75 +6.3%
98 EEM ISHARES TR 8,584.0 $488K 0.11% -49.0 -0.6% $56.79 +16.0%
99 USMV ISHARES TR 5,168.0 $479K 0.11% $92.74 +4.5%
100 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,391.0 $463K 0.11% +45.0 +0.7% $72.46 +19.8%
Page 5 of 7  ·  129 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%