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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 9 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JAMES HARDIE INDS PLC 14,164.0 $371K 0.02% NEW $26.18
162 VWO VANGUARD INTL EQUITY INDEX F 6,204.0 $370K 0.02% NEW $59.69 +0.2%
163 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 34,284.0 $368K 0.02% NEW $10.72 +1.0%
164 MCD MCDONALDS CORP Consumer Cyclical 1,350.0 $365K 0.02% NEW $270.31 +0.4%
165 IYW ISHARES TR 1,412.0 $356K 0.02% NEW $252.23 -3.4%
166 HYD VANECK ETF TRUST 6,792.0 $350K 0.02% NEW $51.51 -2.4%
167 SPGM SPDR INDEX SHS FDS 4,081.0 $350K 0.02% NEW $85.67 +2.0%
168 GS GOLDMAN SACHS GROUP INC Financial Services 344.0 $348K 0.02% NEW $1011.37 +2.1%
169 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 13,339.0 $346K 0.02% NEW $25.95 +35.5%
170 TJX TJX COS INC NEW Consumer Cyclical 2,268.0 $344K 0.02% NEW $151.50 -7.7%
171 IUSG ISHARES TR 1,794.0 $337K 0.02% NEW $188.09 +0.2%
172 XOM EXXON MOBIL CORP Energy 2,457.0 $336K 0.02% NEW $136.69 +19.5%
173 ETN EATON CORP PLC Industrials 779.0 $332K 0.02% NEW $426.12 -4.1%
174 VIOO VANGUARD ADMIRAL FDS INC 2,408.0 $331K 0.02% NEW $137.54 -1.1%
175 MA MASTERCARD INCORPORATED Financial Services 641.0 $329K 0.02% NEW $513.97 +16.1%
176 VOTE TCW ETF TRUST 3,691.0 $325K 0.02% NEW $88.17 +2.0%
177 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 978.0 $323K 0.02% NEW $330.46 -0.5%
178 ESGE ISHARES INC 5,876.0 $321K 0.02% NEW $54.69 -3.2%
179 MUB ISHARES TR 2,983.0 $321K 0.02% NEW $107.62 -2.0%
180 CGXU CAPITAL GROUP INTL FOCUS EQT 9,201.0 $319K 0.02% NEW $34.62 +0.3%
Page 9 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%