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Portfolio (Quarterly) Guide ↗

Sage Capital Advisors,llc

· CIK 0001714107
13F Portfolio $482M AUM 140 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 45 Added 31 Reduced 6 Exited
Page 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GAUG FIRST TR EXCHNG TRADED FD VI 54,533.0 $2.3M 0.47% $41.42 +1.4%
62 IWM ISHARES TR 6,706.0 $2.0M 0.42% -1K -15.3% $300.46 -0.5%
63 CB CHUBB LIMITED Financial Services 5,816.0 $2.0M 0.41% +151.0 +2.7% $340.73 +0.5%
64 XLP SELECT SECTOR SPDR TR 23,706.0 $2.0M 0.41% -320.0 -1.3% $83.07 +4.2%
65 QQQ INVESCO QQQ TR Financial Services 2,652.0 $2.0M 0.41% $736.27 -3.5%
66 IWR ISHARES TR 17,538.0 $1.9M 0.40% $110.32 +2.4%
67 NFG NATIONAL FUEL GAS CO Energy 20,491.0 $1.6M 0.33% +272.0 +1.4% $77.21 +6.7%
68 VTI VANGUARD INDEX FDS 4,241.0 $1.6M 0.33% +61.0 +1.5% $370.00 +2.2%
69 GOOG ALPHABET INC 4,172.0 $1.5M 0.31% -46.0 -1.1% $353.35
70 WRB BERKLEY W R CORP Financial Services 20,768.0 $1.5M 0.30% +250.0 +1.2% $70.53 -2.5%
71 IYT ISHARES TR 15,973.0 $1.4M 0.29% $86.75 +0.6%
72 FEDEX FGHT HLDG CO INC 8,958.0 $1.4M 0.28% NEW $151.00
73 VYM VANGUARD WHITEHALL FDS 8,405.0 $1.3M 0.28% -1K -12.1% $158.03 +4.4%
74 VIG VANGUARD SPECIALIZED FUNDS 5,111.0 $1.2M 0.25% +80.0 +1.6% $236.61 +3.3%
75 VGK VANGUARD INTL EQUITY INDEX F 13,640.0 $1.2M 0.25% $88.54 +5.1%
76 META META PLATFORMS INC Communication Services 2,094.0 $1.2M 0.24% +60.0 +3.0% $563.23 +0.6%
77 DVN DEVON ENERGY CORP NEW Energy 27,533.0 $1.1M 0.24% +1K +3.9% $41.32 +14.4%
78 XLB SELECT SECTOR SPDR TR 21,326.0 $1.1M 0.23% -1K -4.7% $50.83 +5.4%
79 MMM 3M CO Industrials 6,580.0 $1.1M 0.22% -2K -23.3% $161.91 +11.3%
80 VCSH VANGUARD SCOTTSDALE FDS 12,938.0 $1.0M 0.21% $79.03 -0.4%
Page 4 of 7  ·  140 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 32.0%
Industrials 13.3%
Consumer Defensive 10.4%
Communication Services 10.0%
Healthcare 9.8%
Consumer Cyclical 8.0%
Financial Services 7.4%
Energy 5.7%
Basic Materials 3.4%