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Portfolio (Quarterly) Guide ↗

Sugar Maple Asset Management, LLC

· CIK 0002012673
13F Portfolio $155M AUM 81 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 81 New
Page 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FELG FIDELITY COVINGTON TRUST 38,891.0 $1.7M 1.10% NEW $43.75 +0.8%
22 LNT ALLIANT ENERGY CORP Utilities 20,183.0 $1.5M 0.99% NEW $76.29 -10.8%
23 AGG ISHARES TR 15,540.0 $1.5M 0.99% NEW $98.98 -1.5%
24 ITOT ISHARES TR 9,270.0 $1.5M 0.98% NEW $164.27 +2.6%
25 TCAF T ROWE PRICE EXCHANGE-TRADED 35,994.0 $1.5M 0.95% NEW $41.10 +4.2%
26 ZALT INNOVATOR ETFS TRUST 43,545.0 $1.5M 0.95% NEW $33.87 +2.0%
27 JAVA J P MORGAN EXCHANGE TRADED F 18,176.0 $1.4M 0.93% NEW $79.41 +4.8%
28 VXX BARCLAYS BANK PLC Financial Services 63,700.0 $1.4M 0.91% NEW $22.09 -16.9%
29 DOG PROSHARES TR 63,000.0 $1.4M 0.88% NEW $21.62 -1.5%
30 GBIL GOLDMAN SACHS ETF TR 12,395.0 $1.2M 0.80% NEW $100.16 -0.0%
31 NVDA NVIDIA CORPORATION Technology 5,975.0 $1.2M 0.77% NEW $200.09 +8.7%
32 FBCG FIDELITY COVINGTON TRUST 18,618.0 $1.2M 0.75% NEW $62.11 -0.5%
33 CPSM CALAMOS ETF TR 39,000.0 $1.1M 0.74% NEW $29.26 +0.9%
34 FRDM EA SERIES TRUST 14,894.0 $1.1M 0.70% NEW $72.90 -5.9%
35 IWY ISHARES TR 3,665.0 $1.1M 0.69% NEW $290.58 -1.2%
36 POCT INNOVATOR ETFS TRUST 21,482.0 $997K 0.64% NEW $46.41 +2.2%
37 EMXC ISHARES INC 9,593.0 $981K 0.63% NEW $102.30 -4.1%
38 FCOR FIDELITY MERRIMACK STR TR 16,968.0 $800K 0.52% NEW $47.15 -2.1%
39 AMZN AMAZON COM INC Consumer Cyclical 3,249.0 $774K 0.50% NEW $238.34 +11.8%
40 QBUF INNOVATOR ETFS TRUST 23,943.0 $737K 0.47% NEW $30.77 -0.1%
Page 2 of 5  ·  81 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 44.1%
Healthcare 39.1%
Technology 10.7%
Utilities 2.6%
Consumer Cyclical 1.3%
Communication Services 1.1%
Consumer Defensive 1.0%