Fund HoldingsSage Capital Management, LLC

Total Portfolio Value
$207.76M
Total Bought
$22.13M
Total Sold
$7.54M
Net Transaction
+$14.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)075,552+75,552011,9375.75%+11,937
ETF SER SOLUTIONS
DEFIA QUANT ETF
034,946+34,94603,2091.54%+3,209
SELECT SECTOR SPDR TR
ST STR TECHN ETF
033,804+33,80408,5614.12%+8,561
GLOBAL X FDS
US INFR DEV ETF
0226,772+226,77209,8834.76%+9,883
CROWDSTRIKE HLDGS INC(CRWD)2,0403,817+1,7777201,9440.94%+1,224
INVESCO QQQ TR012,483+12,48306,8853.31%+6,885
AMPLIFY ETF TR076,335+76,33506,5933.17%+6,593
SPDR S&P 500 ETF TR(SPY)012,221+12,22107,5523.63%+7,552
SPDR SERIES TRUST
ST STR FACTSET
027,347+27,34705,1782.49%+5,178
MICROSOFT CORP(MSFT)05,806+5,80602,8881.39%+2,888
INTERNATIONAL BUSINESS MACHS(IBM)15,02315,074+513,7364,4432.14%+707
PROSHARES TR
ULTRAPRO QQQ
022,603+22,60301,8760.90%+1,876
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
0113,211+113,21107,9153.81%+7,915
EA SERIES TRUST
STRIVE 500 ETF
114,227115,721+1,4944,1194,6362.23%+517
IRON MTN INC DEL(IRM)029,078+29,07802,9831.44%+2,983
ADVANCED MICRO DEVICES INC(AMD)03,373+3,37304790.23%+479
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
32,60233,368+7662,0542,5221.21%+468
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
015,075+15,07502,0961.01%+2,096
GLOBAL X FDS
RBTCS ARTFL INTE
0103,245+103,24503,3711.62%+3,371
AMAZON COM INC(AMZN)06,749+6,74901,4810.71%+1,481
PALANTIR TECHNOLOGIES INC(PLTR)02,200+2,20003000.14%+300
ISHARES TR04,376+4,37601,8580.89%+1,858
NUVEEN S&P 500 BUY-WRITE INC249,250255,095+5,8453,2703,5411.70%+271
HARRIS OAKMARK ETF TRUST
OAKMARK U S LRG
010,500+10,50002700.13%+270
ROCKET LAB CORP(RKLB)07,257+7,25702600.12%+260
FIRST TR EXCHANGE-TRADED FD06,008+6,00801,6180.78%+1,618
FEDEX CORP(FDX)01,086+1,08602470.12%+247
SPDR DOW JONES INDL AVERAGE(DIA)3,7754,149+3741,5851,8280.88%+243
DIREXION SHS ETF TR
DA TE BU 3X ETF
06,290+6,29005890.28%+589
INVESCO CURRENCYSHARES EURO(FXE)01,939+1,93902110.10%+211
GLOBAL X FDS
GLOBAL X URANIUM
05,369+5,36902080.10%+208
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
013,388+13,38801,6280.78%+1,628
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
026,873+26,87304,8842.35%+4,884
AMERICAN EXPRESS CO(AXP)02,495+2,49507960.38%+796
ARM HOLDINGS PLC02,232+2,23203610.17%+361
LAMAR ADVERTISING CO NEW(LAMR)014,134+14,13401,7150.83%+1,715
SPDR SERIES TRUST
ST STR CONV ETF
049,246+49,24604,0711.96%+4,071
DIGITAL RLTY TR INC(DLR)03,726+3,72606500.31%+650
PIMCO ETF TR
ENHAN SHRT MA AC
26,00227,172+1,1702,6162,7321.31%+115
ISHARES TR01,789+1,78901,1100.53%+1,110
FIRST TR EXCHANGE-TRADED FD
WTR ETF
10,70310,928+2251,0781,1800.57%+102
WISDOMTREE TR(WT)33,66434,807+1,1431,5981,6750.81%+76
MARRIOTT INTL INC NEW(MAR)02,172+2,17205930.29%+593
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,233+1,23302790.13%+279
ISHARES TR
MSCI UK ETF NEW
25,43325,823+3909531,0260.49%+73
FIDELITY COVINGTON TRUST
ENHANCED LARGE
012,344+12,34404570.22%+457
ISHARES TR021,398+21,39801,3270.64%+1,327
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
18,35917,985-3741,2181,2820.62%+64
JPMORGAN CHASE & CO.(JPM)1,2821,287+53143730.18%+59
WALMART INC(WMT)05,674+5,67405550.27%+555
ISHARES TR
MSCI INDIA ETF
13,45213,45206937490.36%+56
ALPHABET INC(GOOG)02,585+2,58504560.22%+456
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,747+2,74705970.29%+597
CRANE COMPANY(CR)1,3511,35102072570.12%+50
TESLA INC(TSLA)0846+84602690.13%+269
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
9,6329,277-3553293780.18%+49
COSTCO WHSL CORP NEW(COST)1,0991,09901,0401,0890.52%+49
INVESCO EXCHANGE TRADED FD T
FOOD & BEVERAGE
050,261+50,26102,3781.14%+2,378
GABELLI CONV & INC SECS FD I012,000+12,0000460.02%+46
ISHARES TR
US INFRASTRUC
10,96710,978+114945400.26%+46
ECOLAB INC(ECL)2,8412,843+27207660.37%+46
ISHARES TR01,489+1,48904260.20%+426
TEXAS INSTRS INC(TXN)1,6001,60002883320.16%+45
FIRST TR EXCHANGE-TRADED FD
GBL WND ENRG ETF
12,85612,863+71932330.11%+40
PROSHARES TR
PSHS ULT S&P 500
2,6762,680+42222620.13%+40
ISHARES TR2,8352,83502903290.16%+39
VANGUARD SPECIALIZED FUNDS3,4433,44306687050.34%+37
VANGUARD INDEX FDS1,2421,241-13413770.18%+36
AMERICAN TOWER CORP NEW(AMT)7,8167,853+371,7001,7360.84%+35
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,8951,900+52482800.13%+32
PROSHARES TR
LONG ONLINE SHRT
4,8024,811+92212500.12%+29
VANGUARD WORLD FD
MATERIALS ETF
3,9944,010+167557810.38%+27
GENERAL DYNAMICS CORP(GD)1,3701,372+23734000.19%+26
SELECT SECTOR SPDR TR
ST STR MATER ETF
10,90510,950+459389620.46%+24
HOST HOTELS & RESORTS INC(HST)018,700+18,70002870.14%+287
SPDR SERIES TRUST
ST STR SP BIOT
021,303+21,30301,7660.85%+1,766
SPDR SERIES TRUST
ST STR SP REGBNK
07,894+7,89404690.23%+469
ISHARES TR02,976+2,97604690.23%+469
BANK NEW YORK MELLON CORP2,9092,90902442650.13%+21
SPDR SERIES TRUST
ST STR SP BANK
6,1776,217+403273470.17%+20
ADVENT CONV & INCOME FD33,20033,20003834020.19%+19
ISHARES TR1,2641,253-112522700.13%+18
NORFOLK SOUTHN CORP(NSC)89589502122290.11%+17
ISHARES TR3,3113,319+83463630.17%+16
ISHARES TR9,2959,187-1085595750.28%+16
ISHARES TR3,1403,149+92012160.10%+15
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
6,7546,829+755525660.27%+14
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
7,2397,283+445045180.25%+14
VANGUARD WHITEHALL FDS2,6172,634+173373510.17%+14
ABBOTT LABS3,4423,447+54574690.23%+12
ALLSPRING GLOBAL DIVIDEND OP26,36926,36901311420.07%+12
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,2934,29302142250.11%+11
STAG INDL INC(STAG)22,78522,936+1518238320.40%+9
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
33,40433,729+3251,9091,9170.92%+9
ISHARES TR03,584+3,58403570.17%+357
JEFFERIES FINL GROUP INC(JEF)04,442+4,44202430.12%+243
COHEN & STEERS QUALITY INCOM(RQI)49,16450,131+9676176240.30%+7
NUVEEN VRIABL RAT PFD & INM12,50012,50002352410.12%+6
GLOBAL X FDS
NASDAQ 100 COVER
011,867+11,86701980.10%+198
SABA CAPITAL INCOME & OPRNT13,50013,50001051090.05%+4
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