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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 16 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TLT ISHARES TR 1.0 $86.0 NEW $86.00 -4.6%
302 DGRO ISHARES TR 1.0 $76.0 NEW $76.00 +4.8%
303 JSI JANUS DETROIT STR TR 1.0 $51.0 NEW $51.00 +0.2%
304 J P MORGAN EXCHANGE TRADED F 1.0 $51.0 NEW $51.00
Page 16 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%