Fund HoldingsSage Capital Management, LLC

Total Portfolio Value
$256.17M
Total Bought
$86.99M
Total Sold
$59.26M
Net Transaction
+$27.72M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
067,001+67,001012,7694.98%+12,769
SELECT SECTOR SPDR TR
ST STR STAPL ETF
068,203+68,20305,6672.21%+5,667
SPDR SERIES TRUST
ST STR CONV ETF
050,263+50,26305,4212.12%+5,421
ETF SER SOLUTIONS
DEFIA QUANT ETF
031,894+31,89405,2762.06%+5,276
SPDR SERIES TRUST
ST STR FACTSET
019,776+19,77603,8751.51%+3,875
SPDR SERIES TRUST
ST STR SP DIV
023,658+23,65803,6021.41%+3,602
SPDR SERIES TRUST
ST STR SP BIOT
021,992+21,99203,4821.36%+3,482
ADVANCED MICRO DEVICES INC(AMD)5,8056,981+1,1761,1834,0631.59%+2,880
INVESCO QQQ TR015,157+15,157011,1834.37%+11,183
GLOBAL X FDS
DATA CTR DIG ETF
084,090+84,09002,5541.00%+2,554
TESLA INC(TSLA)06,373+6,37302,6801.05%+2,680
ALPHABET INC(GOOG)06,558+6,55802,3180.90%+2,318
ISHARES TR010,923+10,92302,0780.81%+2,078
NVIDIA CORPORATION(NVDA)078,806+78,806015,7726.16%+15,772
AMAZON COM INC(AMZN)6,79813,845+7,0471,4163,3001.29%+1,884
GLOBAL X FDS
US INFR DEV ETF
211,277213,126+1,84910,73612,5594.90%+1,823
AMPLIFY ETF TR062,415+62,41506,5522.56%+6,552
SPDR SERIES TRUST
ST STR SP500DIV
033,674+33,67401,6070.63%+1,607
DIREXION SHARES ETF TRUST
DA TE BU 3X ETF
06,710+6,71001,5490.60%+1,549
EA SERIES TRUST
STRIVE 500 ETF
142,425155,447+13,0225,9797,5092.93%+1,531
CROWDSTRIKE HLDGS INC(CRWD)03,762+3,76202,8781.12%+2,878
STATE STR SPDR S&P 500 ETF T(SPY)011,867+11,86708,8683.46%+8,868
SPDR SERIES TRUST
ST STR SP HOME
010,768+10,76801,2440.49%+1,244
SELECT SECTOR SPDR TR
ST STR UTIL ETF
026,845+26,84501,2170.48%+1,217
PROSHARES TR
ULTRAPRO QQQ
029,125+29,12502,3590.92%+2,359
SELECT SECTOR SPDR TR
ST STR MATER ETF
022,190+22,19001,1280.44%+1,128
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,857+6,85701,0890.42%+1,089
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
034,239+34,23903,0771.20%+3,077
GLOBAL X FDS
RBTCS ARTFL INTE
0106,034+106,03404,0241.57%+4,024
ARM HOLDINGS PLC2,2313,382+1,1513381,2000.47%+863
SELECT SECTOR SPDR TR
ST STR DISCR ETF
05,527+5,52706480.25%+648
SPDR SERIES TRUST
ST STR SP REGBNK
07,572+7,57205670.22%+567
FIRST TR EXCHANGE-TRADED FD
CLOUD COMPUTING
014,679+14,67901,9760.77%+1,976
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
026,861+26,86105,7192.23%+5,719
TEMA ETF TRUST017,534+17,53405330.21%+533
STATE STR SPDR DOW JONES IND(DIA)04,680+4,68002,4470.96%+2,447
ABRDN HEALTHCARE INVESTORS(HQH)073,807+73,80701,6220.63%+1,622
DBX ETF TR070,377+70,37703,8451.50%+3,845
FIRST TR EXCHANGE-TRADED FD06,754+6,75401,7880.70%+1,788
INTERNATIONAL BUSINESS MACHS(IBM)013,322+13,32203,7491.46%+3,749
EXCHANGE TRADED CONCEPTS TRU06,377+6,37704350.17%+435
SPDR SERIES TRUST
ST STR SP BANK
06,321+6,32104310.17%+431
ISHARES TR02,835+2,83504040.16%+404
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
14,66214,505-1572,4002,7831.09%+383
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
011,945+11,94507710.30%+771
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,924+1,92403570.14%+357
WISDOMTREE TR(WT)79,63979,919+2804,1854,5181.76%+333
ISHARES TR017,360+17,36002,1560.84%+2,156
WISDOMTREE TR(WT)036,891+36,89102,1030.82%+2,103
EA SERIES TRUST
STRI US ENER ETF
08,763+8,76302940.11%+294
GLOBAL X FDS
U S ELECT ETF
08,210+8,21002840.11%+284
ISHARES TR
CORE MSCI EAFE
2,9055,560+2,6552635370.21%+274
ROCKET LAB CORP(RKLB)07,257+7,25707380.29%+738
APPLE INC(AAPL)010,053+10,05302,9101.14%+2,910
LAMAR ADVERTISING CO(LAMR)012,967+12,96702,0240.79%+2,024
PROSHARES TR
PSHS ULT S&P 500
03,697+3,69702490.10%+249
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
17,34317,078-2651,3041,5390.60%+235
SELECT SECTOR SPDR TR
ST STR FINL ETF
04,293+4,29302300.09%+230
JEFFERIES FINANCIAL GROUP IN(JEF)04,571+4,57102290.09%+229
ECHOSTAR CORP(ECHO)02,214+2,21402250.09%+225
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,196+4,19602230.09%+223
RBB FUND TRUST
TWEEDY BROWNE
014,800+14,80002180.09%+218
PROSHARES TR
PSHS ULT MCAP400
02,306+2,30602120.08%+212
ISHARES TR03,311+3,31102060.08%+206
ELI LILLY & CO(LLY)0730+73008780.34%+878
CATERPILLAR INC(CAT)0190+19002030.08%+203
SRH TOTAL RETURN FUND INC(STEW)011,269+11,26902020.08%+202
ISHARES TR20,25920,304+451,3681,5660.61%+198
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
096,853+96,85306,6922.61%+6,692
GUGGENHEIM STRATEGIC OPPORTU(GOF)016,600+16,60001810.07%+181
PIMCO ETF TR
ENHAN SHRT MA AC
030,041+30,04103,0301.18%+3,030
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,2331,23304175890.23%+172
GABELLI CONV & INC SECS FD I23,00057,000+34,000982670.10%+168
TEXAS INSTRS INC(TXN)1,6001,60003114770.19%+166
ISHARES TR01,705+1,70501,2770.50%+1,277
GLOBAL X FDS
GLOBAL X URANIUM
9,63014,335+4,7054676270.24%+160
AMPLIFY ETF TR11,00023,500+12,5001212710.11%+150
ISHARES TR1,2331,492+2593074500.18%+143
ALPHABET INC(GOOG)01,978+1,97807070.28%+707
ABBVIE INC(ABBV)03,493+3,49308790.34%+879
ISHARES TR1,4921,494+24695900.23%+121
ISHARES TR3,0123,023+115716690.26%+98
MARRIOTT INTL INC NEW(MAR)2,1732,17307118050.31%+95
AMERICAN EXPRESS CO(AXP)02,324+2,32407860.31%+786
BERKSHIRE HATHAWAY INC DEL03,921+3,92101,9620.77%+1,962
SERVE ROBOTICS INC012,485+12,4850820.03%+82
VANGUARD SPECIALIZED FUNDS3,4693,477+87478230.32%+77
ISHARES TR03,035+3,03504500.18%+450
CRANE COMPANY(CR)01,351+1,35103010.12%+301
ADVENT CONV & INCOME FD36,20036,20004044740.19%+70
ISHARES TR3,6063,613+74274940.19%+67
PHILLIPS EDISON & CO INC(PECO)15,19015,237+475686340.25%+66
ISHARES TR
US INFRASTRUC
11,02111,027+66306950.27%+65
VANGUARD INDEX FDS01,251+1,25104630.18%+463
BANK OF NY MELLON CORP2,7352,661-743253850.15%+60
ABRDN TOTAL DYNAMIC DIVIDEND
COM SH BEN INT
045,500+45,50004690.18%+469
FIDELITY COVINGTON TRUST
ENHANCED LARGE
08,278+8,27803620.14%+362
ALPS ETF TR
SECTR DIV DOGS
28,97628,381-5951,8851,9370.76%+52
GLOBAL X FDS
LITHIUM BTRY ETF
12,94212,94209621,0130.40%+51
UNUM GROUP(UNM)3,0073,024+172202700.11%+51
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