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Portfolio (Quarterly) Guide ↗

SAGE ADVISORS, LLC

· CIK 0002032121
13F Portfolio $151M AUM 48 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 15 New 20 Added 10 Reduced 6 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO. Financial Services 3,161.0 $1.0M 0.68% +2K +117.5% $322.27 -6.3%
22 GOOGL ALPHABET INC Communication Services 2,840.0 $889K 0.59% +446.0 +18.6% $312.98 +23.0%
23 SGOV ISHARES TR 7,751.0 $778K 0.52% NEW $100.38 +0.2%
24 IEF ISHARES TR 8,008.0 $770K 0.51% NEW $96.16 -2.6%
25 ASTS AST SPACEMOBILE INC Technology 9,603.0 $697K 0.46% +2K +27.6% $72.63 +24.4%
26 HPE HEWLETT PACKARD ENTERPRISE C Technology 28,355.0 $681K 0.45% +162.0 +0.6% $24.02 +40.8%
27 TSLA TESLA INC Consumer Cyclical 1,384.0 $622K 0.41% +361.0 +35.3% $449.72 -8.2%
28 AVGO BROADCOM INC Technology 1,789.0 $619K 0.41% $346.11 +20.9%
29 TLT ISHARES TR 7,061.0 $615K 0.41% NEW $87.16 -3.8%
30 OHI OMEGA HEALTHCARE INVS INC Real Estate 13,257.0 $588K 0.39% +5K +51.6% $44.34 +10.4%
31 IGSB ISHARES TR 10,953.0 $579K 0.38% NEW $52.88 -1.1%
32 IGIB ISHARES TR 10,716.0 $577K 0.38% NEW $53.88 -2.1%
33 IGLB ISHARES TR 11,267.0 $568K 0.38% NEW $50.45 -2.7%
34 HPQ HP INC Technology 25,450.0 $567K 0.38% -4K -13.0% $22.28 -4.4%
35 EPD ENTERPRISE PRODS PARTNERS L Energy 17,583.0 $564K 0.37% -6K -25.1% $32.06 +23.5%
36 ARES ARES MANAGEMENT CORPORATION Financial Services 3,360.0 $543K 0.36% +165.0 +5.2% $161.64 -24.0%
37 RKT ROCKET COS INC Financial Services 27,240.0 $527K 0.35% NEW $19.36 -30.6%
38 BLK BLACKROCK INC Financial Services 446.0 $477K 0.32% -3.0 -0.7% $1069.19 -2.1%
39 OWL BLUE OWL CAPITAL INC Financial Services 27,641.0 $413K 0.27% +4K +15.0% $14.94 -35.4%
40 GALAXY DIGITAL INC. 17,863.0 $399K 0.27% +7K +69.1% $22.36
Page 2 of 3  ·  48 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 31.2%
Healthcare 19.4%
Technology 15.6%
Real Estate 14.4%
Consumer Cyclical 6.7%
Consumer Defensive 4.2%
Energy 4.0%
Communication Services 2.6%
Industrials 1.5%
Utilities 0.3%