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Portfolio (Quarterly) Guide ↗

Sage Capital Management, LLC

· CIK 0002030667
13F Portfolio $213M AUM 163 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 30 Added 32 Reduced 9 Exited
Page 9 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EOD ALLSPRING GLOBAL DIVIDEND OP Financial Services 12,000.0 $70K 0.03% $5.83 +11.8%
162 PPSI PIONEER PWR SOLUTIONS INC Industrials 21,000.0 $68K 0.03% $3.25 +87.1%
163 ORMP ORAMED PHARMACEUTICALS INC Healthcare 17,977.0 $61K 0.03% +1K +7.3% $3.40 +17.1%
Page 9 of 9  ·  163 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
Financial Services 32.2%
Technology 31.4%
Real Estate 12.8%
Energy 5.1%
Consumer Cyclical 4.9%
Consumer Defensive 4.0%
Healthcare 3.4%
Industrials 2.5%
Communication Services 2.3%
Basic Materials 1.2%