Fund HoldingsSage Capital Management, LLC

Total Portfolio Value
$256.17M
Total Bought
$42.08M
Total Sold
$18.01M
Net Transaction
+$24.06M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
66,41267,001+5898,82912,7694.98%+3,940
ADVANCED MICRO DEVICES INC(AMD)5,8056,981+1,1761,1834,0631.59%+2,880
INVESCO QQQ TR14,39815,157+7598,32611,1834.37%+2,856
TESLA INC(TSLA)8466,373+5,5273152,6801.05%+2,366
ALPHABET INC(GOOG)06,558+6,55802,3180.90%+2,318
ISHARES TR010,923+10,92302,0780.81%+2,078
NVIDIA CORPORATION(NVDA)79,19578,806-38913,81415,7726.16%+1,958
AMAZON COM INC(AMZN)6,79813,845+7,0471,4163,3001.29%+1,884
ETF SER SOLUTIONS
DEFIA QUANT ETF
31,86631,894+283,4205,2762.06%+1,856
GLOBAL X FDS
US INFR DEV ETF
211,277213,126+1,84910,73612,5594.90%+1,823
AMPLIFY ETF TR63,56162,415-1,1464,7756,5522.56%+1,777
EA SERIES TRUST
STRIVE 500 ETF
142,425155,447+13,0225,9797,5092.93%+1,531
CROWDSTRIKE HLDGS INC(CRWD)4,0453,762-2831,5832,8781.12%+1,295
STATE STR SPDR S&P 500 ETF T(SPY)11,68111,867+1867,6028,8683.46%+1,266
PROSHARES TR
ULTRAPRO QQQ
29,08029,125+451,2122,3590.92%+1,147
SPDR SERIES TRUST
ST STR SP BIOT
18,56921,992+3,4232,3743,4821.36%+1,108
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
32,80434,239+1,4352,0573,0771.20%+1,020
DIREXION SHARES ETF TRUST
DA TE BU 3X ETF
6,7066,710+45811,5490.60%+968
SPDR SERIES TRUST
ST STR FACTSET
20,07919,776-3032,9453,8751.51%+930
GLOBAL X FDS
RBTCS ARTFL INTE
94,432106,034+11,6023,1384,0241.57%+886
SPDR SERIES TRUST
ST STR CONV ETF
49,66050,263+6034,5465,4212.12%+875
ARM HOLDINGS PLC2,2313,382+1,1513381,2000.47%+863
FIRST TR EXCHANGE-TRADED FD
CLOUD COMPUTING
12,89914,679+1,7801,4121,9760.77%+565
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
26,88026,861-195,1635,7192.23%+556
GLOBAL X FDS
DATA CTR DIG ETF
84,09084,09002,0152,5541.00%+539
STATE STR SPDR DOW JONES IND(DIA)4,1744,680+5061,9352,4470.96%+512
ABRDN HEALTHCARE INVESTORS(HQH)62,47573,807+11,3321,1121,6220.63%+511
DBX ETF TR68,67170,377+1,7063,3933,8451.50%+452
FIRST TR EXCHANGE-TRADED FD5,7096,754+1,0451,3361,7880.70%+452
INTERNATIONAL BUSINESS MACHS(IBM)13,64513,322-3233,3103,7491.46%+439
EXCHANGE TRADED CONCEPTS TRU06,377+6,37704350.17%+435
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
8,69111,945+3,2543937710.30%+377
WISDOMTREE TR(WT)79,63979,919+2804,1854,5181.76%+333
ISHARES TR4,33317,360+13,0271,8502,1560.84%+306
WISDOMTREE TR(WT)34,39636,891+2,4951,7992,1030.82%+304
ISHARES TR
CORE MSCI EAFE
2,9055,560+2,6552635370.21%+274
ROCKET LAB CORP(RKLB)7,2577,25704667380.29%+272
APPLE INC(AAPL)10,40010,053-3472,6412,9101.14%+270
LAMAR ADVERTISING CO(LAMR)13,90912,967-9421,7632,0240.79%+261
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
JEFFERIES FINANCIAL GROUP IN(JEF)04,571+4,57102290.09%+229
ECHOSTAR CORP(ECHO)02,214+2,21402250.09%+225
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)73073006738780.34%+206
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
97,16996,853-3166,4986,6922.61%+194
SPDR SERIES TRUST
ST STR SP HOME
10,75510,768+131,0621,2440.49%+183
GUGGENHEIM STRATEGIC OPPORTU(GOF)016,600+16,60001810.07%+181
PIMCO ETF TR
ENHAN SHRT MA AC
28,37730,041+1,6642,8553,0301.18%+175
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,2331,23304175890.23%+172
GABELLI CONV & INC SECS FD I(GCV)23,00057,000+34,000982670.10%+168
TEXAS INSTRS INC(TXN)1,6001,60003114770.19%+166
ISHARES TR1,7031,705+21,1141,2770.50%+164
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)1,9761,978+25697070.28%+138
SPDR SERIES TRUST
ST STR SP DIV
23,72623,658-683,4643,6021.41%+138
SELECT SECTOR SPDR TR
ST STR STAPL ETF
67,46368,203+7405,5325,6672.21%+135
ABBVIE INC(ABBV)3,4853,493+87588790.34%+121
ISHARES TR1,4921,494+24695900.23%+121
SPDR SERIES TRUST
ST STR SP500DIV
33,06633,674+6081,5061,6070.63%+101
ISHARES TR3,0123,023+115716690.26%+98
MARRIOTT INTL INC NEW(MAR)2,1732,17307118050.31%+95
SPDR SERIES TRUST
ST STR SP REGBNK
7,4057,572+1674835670.22%+84
AMERICAN EXPRESS CO(AXP)2,3242,32407037860.31%+83
BERKSHIRE HATHAWAY INC DEL3,9213,92101,8791,9620.77%+83
SERVE ROBOTICS INC(SERV)012,485+12,4850820.03%+82
VANGUARD SPECIALIZED FUNDS3,4693,477+87478230.32%+77
EA SERIES TRUST
STRI US ENER ETF
5,5078,763+3,2562172940.11%+76
ISHARES TR3,0283,035+73774500.18%+74
CRANE COMPANY(CR)1,3511,35102313010.12%+70
ADVENT CONV & INCOME FD(AVK)36,20036,20004044740.19%+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 FDS1,2481,251+34014630.18%+62
BANK OF NY MELLON CORP2,7352,661-743253850.15%+60
ISHARES TR2,8352,83503444040.16%+60
ABRDN TOTAL DYNAMIC DIVIDEND
COM SH BEN INT
44,50045,500+1,0004104690.18%+59
SPDR SERIES TRUST
ST STR SP BANK
6,3006,321+213754310.17%+56
FIDELITY COVINGTON TRUST
ENHANCED LARGE
8,2728,278+63103620.14%+52
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
FIRST TR EXCHANGE-TRADED FD
WTR ETF
11,60111,361-2401,1971,2440.49%+47
SELECT SECTOR SPDR TR
ST STR DISCR ETF
5,5195,527+86026480.25%+47
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,9201,924+43113570.14%+46
JPMORGAN CHASE & CO(JPM)1,2981,302+43824260.17%+44
VANGUARD INDEX FDS4,5994,676+774084510.18%+43
ISHARES TR7,7497,768+194785210.20%+43
HOME DEPOT INC(HD)1,5711,57105175540.22%+37
PUBLIC STORAGE(PSA)3,8283,375-4531,0391,0760.42%+37
ECOLAB INC(ECL)2,8462,848+27577940.31%+36
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Sage Capital Management, LLC — 13F Holdings — Q2 2026 | TickerTrail