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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 7 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GNR SPDR INDEX SHS FDS 10,516.0 $708K 0.04% NEW $67.31 +17.8%
122 VXF VANGUARD INDEX FDS 2,854.0 $703K 0.04% NEW $246.21 -0.3%
123 HEFA ISHARES TR 14,532.0 $682K 0.04% NEW $46.92 +0.7%
124 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 699.0 $654K 0.04% NEW $935.47 +1.3%
125 AXP AMERICAN EXPRESS CO Financial Services 1,925.0 $651K 0.04% NEW $338.25 -0.7%
126 IEMG ISHARES INC 7,602.0 $630K 0.04% NEW $82.84 -1.5%
127 MU MICRON TECHNOLOGY INC Technology 517.0 $597K 0.04% NEW $1154.29 -16.2%
128 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5,216.0 $596K 0.04% NEW $114.18 +6.0%
129 SOXX ISHARES TR 913.0 $585K 0.04% NEW $640.93 -18.9%
130 LRCX LAM RESEARCH CORP Technology 1,333.0 $577K 0.04% NEW $433.23 -27.5%
131 VTWO VANGUARD SCOTTSDALE FDS 4,722.0 $573K 0.04% NEW $121.42 -0.1%
132 FVD FIRST TR EXCHANGE-TRADED FD 11,744.0 $566K 0.04% NEW $48.18 +5.2%
133 AZO AUTOZONE INC Consumer Cyclical 174.0 $556K 0.03% NEW $3195.94 -7.4%
134 IVE ISHARES TR 2,362.0 $536K 0.03% NEW $227.06 +4.5%
135 SPYG SPDR SERIES TRUST 4,504.0 $536K 0.03% NEW $118.99 +1.0%
136 INTC INTEL CORP Technology 3,801.0 $531K 0.03% NEW $139.63 -35.5%
137 IWP ISHARES TR 3,564.0 $522K 0.03% NEW $146.41 -1.9%
138 EDAP EDAP TMS S A Healthcare 100,000.0 $518K 0.03% NEW $5.18 -8.2%
139 RSP INVESCO EXCHANGE TRADED FD T 2,394.0 $509K 0.03% NEW $212.77 +4.2%
140 IFRA ISHARES TR 7,682.0 $484K 0.03% NEW $63.04 -5.3%
Page 7 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%