Sage Capital Advisors,llc
Top Portfolio Positions
74 positions ·
$342,603,388 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
145,615 | $36,955,630 | 10.79% |
| GOOGL |
Alphabet Inc.
Communication Services
|
69,788 | $20,068,237 | 5.86% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
73,050 | $15,214,123 | 4.44% |
| MSFT |
Microsoft Corp
Technology
|
38,107 | $14,106,068 | 4.12% |
| VZ |
Verizon Communications Inc
Communication Services
|
241,198 | $12,108,139 | 3.53% |
| NVDA |
Nvidia Corp
Technology
|
68,104 | $11,877,337 | 3.47% |
| SPY |
Spdr S&P 500 Etf Trust
|
17,637 | $11,470,046 | 3.35% |
| JNJ |
Johnson & Johnson
Healthcare
|
46,406 | $11,343,482 | 3.31% |
| HAL |
Halliburton Co
Energy
|
277,715 | $10,828,107 | 3.16% |
| PEP |
Pepsico Inc
Consumer Defensive
|
63,263 | $9,824,111 | 2.87% |
Holdings in SW
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,115,433 | 78,179 | Shares | Sole | 2026-04-07 | |
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