Sage Capital Advisors,llc
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1714107
SIOUX FALLS, SD
Position in ADX
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$402,119
-$8,639 QoQ
Shares Held
18,370
+4.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 34.20794774088187.ToString("F0")%
Shared 0.ToString("F0")%
None 65.79205225911812.ToString("F0")%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sage Capital Advisors,llc holds $2,955,086 across 10 Asset Management names. ADX ranks #1 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
This page
|
18,370 | $402,119 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
22,369 | $382,733 | |
| 3 | HQH |
abrdn Healthcare Investors
|
19,288 | $343,133 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
43,899 | $330,998 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
19,927 | $308,669 | |
| 6 | DSL |
DoubleLine Income Solutions Fund
|
28,460 | $308,221 | |
| 7 | HIX |
Western Asset High Income Fund II Inc.
|
74,055 | $294,738 | |
| 8 | USA |
Liberty All Star Equity Fund
|
51,482 | $285,725 |
All Filings in ADX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $402,119 | 18,370 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $410,758 | 17,614 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $393,617 | 17,651 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $388,782 | 17,908 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $374,330 | 19,712 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $458,580 | 22,702 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $547,667 | 25,402 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $526,870 | 24,517 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $445,953 | 22,846 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $404,177 | 22,822 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $422,406 | 25,385 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $411,054 | 24,453 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $379,575 | 24,410 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $331,235 | 22,781 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $315,571 | 21,659 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||