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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 8 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ESGD ISHARES TR 4,597.0 $473K 0.03% NEW $102.81 +4.1%
142 AMAT APPLIED MATLS INC Technology 653.0 $472K 0.03% NEW $723.00 -33.2%
143 UPS UNITED PARCEL SVCS INC Industrials 4,388.0 $472K 0.03% NEW $107.51 -4.7%
144 SPYV SPDR SERIES TRUST 7,660.0 $466K 0.03% NEW $60.79 +4.7%
145 ASML ASML HLDG NV Technology 228.0 $454K 0.03% NEW $1990.59 -12.3%
146 BMI BADGER METER INC Technology 3,052.0 $453K 0.03% NEW $148.38 -10.2%
147 OKE ONEOK INC NEW Energy 5,201.0 $452K 0.03% NEW $86.94 +6.9%
148 DFAX DIMENSIONAL ETF TRUST 12,189.0 $449K 0.03% NEW $36.84 +3.0%
149 NFLX NETFLIX INC. Communication Services 6,246.0 $446K 0.03% NEW $71.40 +12.2%
150 MPC MARATHON PETE CORP Energy 1,720.0 $440K 0.03% NEW $255.67 +40.4%
151 IXUS ISHARES TR 4,506.0 $430K 0.03% NEW $95.44 +2.0%
152 ETHA ISHARES ETHEREUM TR Financial Services 36,169.0 $430K 0.03% NEW $11.89 +58.6%
153 IVOO VANGUARD ADMIRAL FDS INC 3,226.0 $421K 0.03% NEW $130.40 -1.2%
154 KO COCA COLA CO Consumer Defensive 5,175.0 $421K 0.03% NEW $81.27 +13.2%
155 CVX CHEVRON CORPORATION Energy 2,536.0 $420K 0.03% NEW $165.76 +21.9%
156 EFAV ISHARES TR 4,755.0 $417K 0.03% NEW $87.71 +7.8%
157 BAC BANK OF AMER CORP Financial Services 7,141.0 $407K 0.03% NEW $56.98 +9.2%
158 EFV ISHARES TR 5,199.0 $398K 0.02% NEW $76.55 +7.4%
159 CGDV CAPITAL GROUP DIVIDEND VALUE 8,046.0 $397K 0.02% NEW $49.28 +1.7%
160 MGK VANGUARD WORLD FD 4,330.0 $381K 0.02% NEW $87.91 +0.9%
Page 8 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%