Sage Mountain Advisors LLC
Top Portfolio Positions
77 positions ·
$172,920,703 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GBDC |
GOLUB CAPITAL BDC, Inc.
Financial Services
|
3,756,271 | $47,554,390 | 27.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,983 | $12,345,404 | 7.14% | |
| AVGO |
Broadcom Inc.
Technology
|
32,971 | $10,204,854 | 5.90% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
29,725 | $8,743,906 | 5.06% | |
| AAPL |
Apple Inc.
Technology
|
32,862 | $8,340,046 | 4.82% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
21,874 | $8,131,659 | 4.70% | |
| CPRT |
Copart Inc
Industrials
|
226,504 | $7,519,932 | 4.35% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,815 | $6,242,201 | 3.61% | |
| KBDC |
Kayne Anderson BDC, Inc.
Financial Services
|
418,062 | $5,735,810 | 3.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,879 | $3,723,659 | 2.15% |
Portfolio Trend
22 quarters · across all stocks
Holdings in LIEN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,013,479 | 215,576 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,769,349 | 268,088 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,166,853 | 206,367 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $106,097 | 10,251 | Shares | Sole | 2025-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||