Sage Capital Advisors,llc
Top Portfolio Positions
75 positions ·
$345,275,886 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
145,615 | $36,955,630 | 10.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
69,788 | $20,068,237 | 5.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
73,050 | $15,214,123 | 4.41% | |
| MSFT |
Microsoft Corp
Technology
|
38,107 | $14,106,068 | 4.09% | |
| VZ |
Verizon Communications Inc
Communication Services
|
241,198 | $12,108,139 | 3.51% | |
| NVDA |
Nvidia Corp
Technology
|
68,104 | $11,877,337 | 3.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
17,637 | $11,470,046 | 3.32% | |
| JNJ |
Johnson & Johnson
Healthcare
|
46,406 | $11,343,482 | 3.29% | |
| HAL |
Halliburton Co
Energy
|
277,715 | $10,828,107 | 3.14% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
63,263 | $9,824,111 | 2.85% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HIX
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $294,738 | 74,055 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $290,858 | 69,918 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $288,157 | 66,243 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $284,186 | 66,244 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $298,853 | 71,496 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $335,869 | 79,779 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $408,339 | 90,541 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $374,695 | 86,137 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $319,099 | 71,387 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $346,222 | 69,803 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $354,257 | 79,430 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $365,560 | 74,910 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $358,911 | 73,850 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $294,155 | 60,776 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $251,231 | 57,622 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $62,226 | 12,622 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $74,804 | 12,426 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $74,671 | 10,429 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $72,659 | 10,148 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $71,922 | 10,017 | Shares | Sole | 2021-07-22 | |
| 2020-12-31 | $102,938 | 14,962 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $92,345 | 14,429 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $87,463 | 14,107 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $68,782 | 13,729 | Shares | Sole | 2020-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||