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Sage Capital Management, LLC

Q2 2026 13F filing

Updated 55 days ago

167 disclosed positions worth $256.2M

Portfolio value
$256.2M
Total holdings
167
New positions
15
Closed positions
11
Increased
83
Decreased
32
Turnover
15.6%
Filed
2026-07-20

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

-0.5%
Value
$15.8M
Shares
78.8K
% Port
6.16%
S

SELECT SECTOR SPDR TR

+0.9%
Value
$12.8M
Shares
67.0K
% Port
4.98%
?
3.N/A

GLOBAL X FDS

+0.9%
Value
$12.6M
Shares
213.1K
% Port
4.90%
Q
4.QQQ

INVESCO QQQ TR

+5.3%
Value
$11.2M
Shares
15.2K
% Port
4.37%
S
5.SPY

STATE STR SPDR S&P 500 ETF T

+1.6%
Value
$8.9M
Shares
11.9K
% Port
3.46%
?
6.N/A

EA SERIES TRUST

+9.1%
Value
$7.5M
Shares
155.4K
% Port
2.93%
?
7.N/A

INVESCO EXCHANGE TRADED FD T

-0.3%
Value
$6.7M
Shares
96.9K
% Port
2.61%
?
8.N/A

AMPLIFY ETF TR

-1.8%
Value
$6.6M
Shares
62.4K
% Port
2.56%
I
9.IVZ

INVESCO EXCHANGE TRADED FD T

-0.1%
Value
$5.7M
Shares
26.9K
% Port
2.23%
A
10.AAPL

SELECT SECTOR SPDR TR

+1.1%
Value
$5.7M
Shares
68.2K
% Port
2.21%
?
11.N/A

SPDR SERIES TRUST

+1.2%
Value
$5.4M
Shares
50.3K
% Port
2.12%
?
12.N/A

ETF SER SOLUTIONS

+0.1%
Value
$5.3M
Shares
31.9K
% Port
2.06%
?
13.N/A

WISDOMTREE TR

+0.3%
Value
$4.5M
Shares
79.9K
% Port
1.76%
A
14.AMD

ADVANCED MICRO DEVICES INC

+20.3%
Value
$4.1M
Shares
7.0K
% Port
1.59%
?
15.N/A

GLOBAL X FDS

+12.3%
Value
$4M
Shares
106.0K
% Port
1.57%
?
16.N/A

SPDR SERIES TRUST

-1.5%
Value
$3.9M
Shares
19.8K
% Port
1.51%
?
17.N/A

DBX ETF TR

+2.5%
Value
$3.8M
Shares
70.4K
% Port
1.50%
I
18.IBM

INTERNATIONAL BUSINESS MACHS

-2.4%
Value
$3.7M
Shares
13.3K
% Port
1.46%
?
19.N/A

SPDR SERIES TRUST

-0.3%
Value
$3.6M
Shares
23.7K
% Port
1.41%
?
20.N/A

SPDR SERIES TRUST

+18.4%
Value
$3.5M
Shares
22.0K
% Port
1.36%
A
21.AMZN

AMAZON COM INC

+103.7%
Value
$3.3M
Shares
13.8K
% Port
1.29%
?
22.N/A

NUVEEN S&P 500 DYNAMIC OVERW

-15.7%
Value
$3.1M
Shares
166.6K
% Port
1.21%
?
23.N/A

FIRST TR EXCHANGE-TRADED FD

+4.4%
Value
$3.1M
Shares
34.2K
% Port
1.20%
?
24.N/A

PIMCO ETF TR

+5.9%
Value
$3M
Shares
30.0K
% Port
1.18%
A
25.AAPL

APPLE INC

-3.3%
Value
$2.9M
Shares
10.1K
% Port
1.14%
C
26.CRWD

CROWDSTRIKE HLDGS INC

-7.0%
Value
$2.9M
Shares
3.8K
% Port
1.12%
?
27.N/A

FIRST TR EXCHANGE-TRADED FD

-1.1%
Value
$2.8M
Shares
14.5K
% Port
1.09%
T
28.TSLA

TESLA INC

+653.3%
Value
$2.7M
Shares
6.4K
% Port
1.05%
?
29.N/A

J P MORGAN EXCHANGE TRADED F

-10.5%
Value
$2.6M
Shares
46.4K
% Port
1.02%
?
30.N/A

GLOBAL X FDS

Unchanged
Value
$2.6M
Shares
84.1K
% Port
1.00%
D
31.DIA

STATE STR SPDR DOW JONES IND

+12.1%
Value
$2.4M
Shares
4.7K
% Port
0.95%
K
32.KOLD

PROSHARES TR

+0.1%
Value
$2.4M
Shares
29.1K
% Port
0.92%
G

ALPHABET INC

Value
$2.3M
Shares
6.6K
% Port
0.90%
E
34.ETHA

ISHARES TR

+300.6%
Value
$2.2M
Shares
17.4K
% Port
0.84%
?
35.N/A

WISDOMTREE TR

+7.3%
Value
$2.1M
Shares
36.9K
% Port
0.82%
?
36.N/A

ISHARES TR

Value
$2.1M
Shares
10.9K
% Port
0.81%
L
37.LAMR

LAMAR ADVERTISING CO

-6.8%
Value
$2M
Shares
13.0K
% Port
0.79%
?
38.N/A

FIRST TR EXCHANGE-TRADED FD

+13.8%
Value
$2M
Shares
14.7K
% Port
0.77%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$2M
Shares
3.9K
% Port
0.77%
?
40.N/A

ALPS ETF TR

-2.0%
Value
$1.9M
Shares
28.4K
% Port
0.76%
M
41.MSFT

MICROSOFT CORP

+0.1%
Value
$1.9M
Shares
5.1K
% Port
0.75%
?
42.N/A

INVESCO EXCHANGE TRADED FD T

-10.7%
Value
$1.8M
Shares
38.6K
% Port
0.71%
?
43.N/A

FIRST TR EXCHANGE-TRADED FD

+18.3%
Value
$1.8M
Shares
6.8K
% Port
0.70%
H
44.HQH

ABRDN HEALTHCARE INVESTORS

+18.1%
Value
$1.6M
Shares
73.8K
% Port
0.63%
?
45.N/A

SPDR SERIES TRUST

+1.8%
Value
$1.6M
Shares
33.7K
% Port
0.63%
E
46.ETHA

ISHARES TR

+0.2%
Value
$1.6M
Shares
20.3K
% Port
0.61%
?
47.N/A

DIREXION SHARES ETF TRUST

+0.1%
Value
$1.5M
Shares
6.7K
% Port
0.60%
E
48.ETHA

INVESCO EXCHANGE TRADED FD T

-1.5%
Value
$1.5M
Shares
17.1K
% Port
0.60%
E
49.ETHA

ISHARES TR

+0.1%
Value
$1.3M
Shares
1.7K
% Port
0.50%
?
50.N/A

FIRST TR EXCHANGE-TRADED FD

-2.1%
Value
$1.2M
Shares
11.4K
% Port
0.49%