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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 6 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,125.0 $559K 0.12% +13.0 +1.2% $496.56 +11.3%
102 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,200.0 $525K 0.11% $437.64 -14.6%
103 RSP INVESCO EXCHANGE TRADED FD T 2,413.0 $513K 0.11% -507.0 -17.4% $212.77 +4.2%
104 SBUX STARBUCKS CORP Consumer Cyclical 4,962.0 $507K 0.10% +27.0 +0.6% $102.20 +3.8%
105 XAR SPDR SERIES TRUST 1,750.0 $497K 0.10% -250.0 -12.5% $283.79 -6.4%
106 TSLA TESLA INC Consumer Cyclical 1,177.0 $495K 0.10% +47.0 +4.2% $420.60 -15.7%
107 USMV ISHARES TR 5,106.0 $493K 0.10% -62.0 -1.2% $96.46 +5.2%
108 DNOV FIRST TR EXCHNG TRADED FD VI 9,450.0 $485K 0.10% $51.35 +1.8%
109 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 18,720.0 $478K 0.10% +350.0 +1.9% $25.55 +1.3%
110 DVY ISHARES TR 2,993.0 $468K 0.10% +64.0 +2.2% $156.32 +4.8%
111 XLY SELECT SECTOR SPDR TR 3,937.0 $462K 0.10% -122.0 -3.0% $117.27 +0.8%
112 HQH ABRDN HEALTHCARE INVESTORS Financial Services 19,727.0 $434K 0.09% +439.0 +2.3% $21.98 +6.8%
113 DLNV FIRST TR EXCHNG TRADED FD VI 12,946.0 $426K 0.09% $32.91 +1.8%
114 XLF SELECT SECTOR SPDR TR 7,340.0 $393K 0.08% $53.61 +8.5%
115 EFAV ISHARES TR 4,194.0 $368K 0.08% -219.0 -5.0% $87.71 +8.1%
116 DDEC FIRST TR EXCHNG TRADED FD VI 7,756.0 $367K 0.08% $47.38 +1.9%
117 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 44,691.0 $352K 0.07% +792.0 +1.8% $7.88 -4.4%
118 PDI PIMCO DYNAMIC INCOME FD Financial Services 20,956.0 $350K 0.07% -1K -6.3% $16.70 -7.5%
119 FJUL FIRST TR EXCHNG TRADED FD VI 5,575.0 $332K 0.07% $59.54 +2.6%
120 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 20,203.0 $329K 0.07% +276.0 +1.4% $16.28 -1.8%
Page 6 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%