Sugar Maple Asset Management, LLC
CIK
2012673
Location
SISTER BAY, WI
Portfolio Value
Micro
$1,448,332
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,623
/ 8,586
▲ 111
Top Industry
Drug Manufacturers - General
38.7%
3Y Alpha vs SPY
+2.8%
Period ended 3 months ago
Filed Apr 21, 2026 · 56d
9 quarters · since Mar 2024
Clone Performance
May 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+53.6%
SPY
+46.2%
Annualised alpha
+2.9%
Max drawdown
−14.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
26.8%
+3.6 pts
Top 5
77.4%
+1.4 pts
Top 10
88.5%
+2.1 pts
HHI
1,550
Moderately concentrated+122
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.6% | $26,598,800 |
| Healthcare | 37.9% | $22,130,725 |
| Technology | 6.7% | $3,895,232 |
| Financial Services | 3.5% | $2,067,601 |
| Utilities | 2.5% | $1,448,332 |
| Communication Services | 1.2% | $712,214 |
| Consumer Cyclical | 1.2% | $673,128 |
| Consumer Defensive | 1.1% | $617,331 |
| Energy | 0.4% | $228,426 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IOVA | Iovance Biotherapeutics, Inc. | +10,000 | 120,000 | $421,200 | |
| SLV | iShares Silver Trust | +3,906 | 121,740 | $8,295,363 | |
| AQST | Aquestive Therapeutics, Inc. | +3,210 | 58,060 | $240,949 | |
| TEM | Tempus AI, Inc. | +3,000 | 14,000 | $633,080 | |
| KMB | Kimberly Clark Corp | +1,852 | 4,062 | $391,861 | |
| GLD | Spdr Gold Trust | +1,710 | 36,356 | $15,643,623 | |
| PANW | Palo Alto Networks Inc | +1,257 | 8,421 | $1,350,054 | |
| NVDA | Nvidia Corp | +618 | 6,082 | $1,060,700 | |
| AMZN | Amazon Com Inc | +571 | 3,232 | $673,128 | |
| MSFT | Microsoft Corp | +70 | 1,201 | $444,574 | |
| AAPL | Apple Inc. | +40 | 2,029 | $514,939 | |
| PG | PROCTER & GAMBLE Co | +25 | 1,561 | $225,470 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TALK | Talkspace, Inc. | −24,500 | 129,600 | $670,680 | |
| HALO | Halozyme Therapeutics, Inc. | −6,000 | 6,800 | $439,484 | |
| SPY | Spdr S&P 500 ETF Trust | −700 | 2,803 | $1,822,903 | |
| ABBV | AbbVie Inc. | −131 | 56,467 | $12,281,007 | |
| ABT | Abbott Laboratories | −5 | 67,002 | $6,879,095 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRNA | Moderna, Inc. | 25,010 | $737,544 | |
| PINS | Pinterest, Inc. | 20,050 | $519,094 | |
| UBER | Uber Technologies, Inc | 5,031 | $411,083 | |
| RXST | RxSight, Inc. | 23,850 | $248,517 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 3,042 | $231,891 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | 3,000 | $227,730 | |
| GOOGL | Alphabet Inc. | 648 | $202,824 | |
| GAMB | Gambling.com Group Ltd | 24,000 | $131,040 | |
| GDRX | GoodRx Holdings, Inc. | 30,800 | $83,468 | |
| No positions match the current search. | ||||
1 positions ·
$1,448,332 total
· Utilities only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LNT |
Alliant Energy Corp
Utilities
|
Held | 20,183 | $1,448,332 | 100.00% |