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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 5 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJH ISHARES TR 12,842.0 $990K 0.20% $77.11 -1.2%
82 MKL MARKEL GROUP INC Financial Services 500.0 $977K 0.20% $1953.01 -7.0%
83 VYMI VANGUARD WHITEHALL FDS 9,788.0 $961K 0.20% +105.0 +1.1% $98.20 +7.6%
84 LEAD SIREN ETF TR 10,131.0 $929K 0.19% $91.65 -6.2%
85 EWJ ISHARES INC 9,756.0 $910K 0.19% $93.27 +2.3%
86 VXF VANGUARD INDEX FDS 3,501.0 $862K 0.18% -26.0 -0.7% $246.24 -1.0%
87 VEXC VANGUARD WORLD FD 8,558.0 $822K 0.17% $96.02 +0.3%
88 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,684.0 $804K 0.17% +99.0 +6.2% $477.57 -12.6%
89 V VISA INC Financial Services 2,327.0 $798K 0.17% +13.0 +0.6% $343.08 +11.5%
90 DIA STATE STR SPDR DOW JONES IND Financial Services 1,505.0 $786K 0.16% $522.37 +2.3%
91 VWO VANGUARD INTL EQUITY INDEX F 12,571.0 $750K 0.16% $59.69 +1.4%
92 EFA ISHARES TR 6,970.0 $724K 0.15% $103.88 +4.5%
93 USB US BANCORP Financial Services 10,559.0 $638K 0.13% $60.40 +3.2%
94 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,428.0 $618K 0.13% +37.0 +0.6% $96.12 -49.3%
95 SNA SNAP ON INC Industrials 1,500.0 $604K 0.12% $402.40 -2.3%
96 MO ALTRIA GROUP INC Consumer Defensive 8,263.0 $594K 0.12% +43.0 +0.5% $71.95 -5.6%
97 EEM ISHARES TR 8,573.0 $586K 0.12% $68.41 -2.0%
98 BAC BANK OF AMER CORP Financial Services 10,158.0 $579K 0.12% +58.0 +0.6% $56.98 +9.3%
99 FTSM FIRST TR EXCHANGE-TRADED FD 9,653.0 $577K 0.12% +99.0 +1.0% $59.73 +0.3%
100 JPM JPMORGAN CHASE & CO Financial Services 1,725.0 $565K 0.12% -23.0 -1.3% $327.29 +8.5%
Page 5 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%