Sage Capital Advisors,llc

CIK
0001714107
City
LA JOLLA
State / Country
CA

Top Portfolio Positions

68 positions · $307,437,699 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
146,201 $39,746,203 12.93%
GOOGL
Alphabet Inc.
Communication Services
71,037 $22,234,581 7.23%
MSFT
Microsoft Corp
Technology
41,928 $20,277,219 6.60%
AMZN
Amazon Com Inc
Consumer Cyclical
73,109 $16,875,019 5.49%
NVDA
Nvidia Corp
Technology
75,992 $14,172,508 4.61%
SPY
Spdr S&P 500 Etf Trust
17,629 $12,021,567 3.91%
VZ
Verizon Communications Inc
Communication Services
249,509 $10,162,501 3.31%
FDX
Fedex Corp
Industrials
34,696 $10,022,286 3.26%
JNJ
Johnson & Johnson
Healthcare
46,528 $9,628,969 3.13%
PEP
Pepsico Inc
Consumer Defensive
62,913 $9,029,273 2.94%

Portfolio Trend

24 quarters · across all stocks

Holdings in OXLC

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2025-12-31 $222,044 15,167
2025-09-30 $236,139 13,948