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Portfolio (Quarterly) Guide ↗

Sage Mountain Advisors LLC

· CIK 0001832274
13F Portfolio $1.6B AUM 304 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 304 New
Page 10 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ED CONSOLIDATED EDISON INC Utilities 2,763.0 $306K 0.02% NEW $110.63 -2.6%
182 IWS ISHARES TR 1,842.0 $303K 0.02% NEW $164.60 +4.4%
183 VANGUARD MUN BD FDS 2,984.0 $301K 0.02% NEW $100.97
184 CHICAGO ATLANTIC BDC INC 30,797.0 $301K 0.02% NEW $9.77
185 GWW WW GRAINGER INC Industrials 217.0 $295K 0.02% NEW $1360.40 -2.8%
186 CWI SPDR INDEX SHS FDS 7,067.0 $287K 0.02% NEW $40.67 +1.5%
187 AMGN AMGEN INC Healthcare 790.0 $286K 0.02% NEW $362.12 +22.6%
188 GE GE AEROSPACE Industrials 756.0 $283K 0.02% NEW $373.73 -8.5%
189 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,481.0 $280K 0.02% NEW $51.05 +34.3%
190 XLE SELECT SECTOR SPDR TR 5,186.0 $275K 0.02% NEW $53.11 +18.8%
191 GEV GE VERNOVA INC Utilities 232.0 $273K 0.02% NEW $1174.86 -19.8%
192 RTX RTX CORPORATION Industrials 1,426.0 $271K 0.02% NEW $189.73 +10.3%
193 POOL POOL CORP Industrials 1,250.0 $269K 0.02% NEW $214.90 -12.4%
194 BROS DUTCH BROS INC Consumer Cyclical 3,654.0 $262K 0.02% NEW $71.81 -27.7%
195 NOBL PROSHARES TR 4,664.0 $262K 0.02% NEW $56.16 +5.2%
196 HYG ISHARES TR 3,247.0 $260K 0.02% NEW $79.97 -0.3%
197 JHSC JOHN HANCOCK EXCHANGE TRADED 4,318.0 $256K 0.02% NEW $59.31 -17.7%
198 VOOG VANGUARD ADMIRAL FDS INC 3,090.0 $255K 0.02% NEW $82.63 +0.3%
199 PANW PALO ALTO NETWORKS INC Technology 731.0 $249K 0.01% NEW $341.02 +2.9%
200 NUSC NUSHARES ETF TR 4,725.0 $246K 0.01% NEW $52.12 -0.9%
Page 10 of 16  ·  304 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 52.6%
Technology 21.8%
Consumer Cyclical 8.7%
Industrials 5.5%
Communication Services 5.0%
Healthcare 2.6%
Consumer Defensive 1.4%
Energy 1.4%
Real Estate 0.7%
Utilities 0.3%