Institutions / Sage Advisors, LLC
Sage Advisors, LLC
CIK 2032121 · Institution · as of Dec 31, 2025
Portfolio value
$150.84M
Positions
48
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 48 →
| Company | Value | % of portfolio |
|---|---|---|
| Blue Owl Capital CorpOBDC | $25.63M | 17.0% |
| ELI LILLY & Co | $20.85M | 13.8% |
| Ares Capital CorpARCC | $19.33M | 12.8% |
| Broadstone Net Lease, Inc. | $14.98M | 9.9% |
| Annaly Capital Management Inc | $7.17M | 4.8% |
| Apple Inc. | $7.15M | 4.7% |
| Amazon.com Inc | $6.68M | 4.4% |
| Warren E. Buffett | $4.91M | 3.3% |
| Altria Group, Inc. | $4.25M | 2.8% |
| NVIDIA Corp | $3.82M | 2.5% |
| Enbridge Inc | $3.72M | 2.5% |
| SPDR S&P 500 ETF Tr | $2.62M | 1.7% |
| Invesco Qqq Tr | $2.45M | 1.6% |
| Hercules Capital, Inc.HTGC | $2.26M | 1.5% |
| SPDR Dow Jones Indl Average | $2.23M | 1.5% |
| Meta Platforms Inc | $1.98M | 1.3% |
| Microsoft Corp | $1.84M | 1.2% |
| FS KKR Capital CorpFSK | $1.78M | 1.2% |
| International Business Machines Corp | $1.57M | 1.0% |
| Quanta Services Inc | $1.26M | 0.8% |
| JPMorgan Chase & Co | $1.02M | 0.7% |
| Alphabet Inc. | $888.9K | 0.6% |
| iShares Tr | $778.0K | 0.5% |
| iShares Tr | $770.0K | 0.5% |
| AST SpaceMobile, Inc. | $697.5K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.