Fund Holdings

Sage Capital Management, LLC

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+67,001012,769,0964.98%+12,769,096
SELECT SECTOR SPDR TR
ST STR STAPL ETF
068,203+68,20305,666,9012.21%+5,666,901
SPDR SERIES TRUST
ST STR CONV ETF
050,263+50,26305,420,8212.12%+5,420,821
ETF SER SOLUTIONS
DEFIA QUANT ETF
031,894+31,89405,275,6862.06%+5,275,686
SPDR SERIES TRUST
ST STR FACTSET
019,776+19,77603,874,5391.51%+3,874,539
SPDR SERIES TRUST
ST STR SP DIV
023,658+23,65803,601,6711.41%+3,601,671
SPDR SERIES TRUST
ST STR SP BIOT
021,992+21,99203,482,0411.36%+3,482,041
ADVANCED MICRO DEVICES INC(AMD)5,8056,981+1,1761,183,0634,062,9341.59%+2,879,871
INVESCO QQQ TR14,39815,157+7598,326,32111,182,5574.37%+2,856,236
GLOBAL X FDS
DATA CTR DIG ETF
084,090+84,09002,553,9151.00%+2,553,915
TESLA INC(TSLA)8466,373+5,527314,5022,680,4841.05%+2,365,982
ALPHABET INC(GOOG)06,558+6,55802,318,0700.90%+2,318,070
ISHARES TR010,923+10,92302,077,6100.81%+2,077,610
NVIDIA CORPORATION(NVDA)79,19578,806-38913,814,32115,772,4486.16%+1,958,127
AMAZON COM INC(AMZN)6,79813,845+7,0471,416,4073,300,4891.29%+1,884,082
GLOBAL X FDS
US INFR DEV ETF
211,277213,126+1,84910,736,06212,558,6084.90%+1,822,546
AMPLIFY ETF TR63,56162,415-1,1464,774,5416,551,5142.56%+1,776,973
SPDR SERIES TRUST
ST STR SP500DIV
033,674+33,67401,606,9760.63%+1,606,976
DIREXION SHARES ETF TRUST
DA TE BU 3X ETF
06,710+6,71001,548,6180.60%+1,548,618
EA SERIES TRUST
STRIVE 500 ETF
142,425155,447+13,0225,978,6917,509,3922.93%+1,530,701
CROWDSTRIKE HLDGS INC(CRWD)4,0453,762-2831,583,4792,878,1401.12%+1,294,661
STATE STR SPDR S&P 500 ETF T(SPY)11,68111,867+1867,601,8618,867,7793.46%+1,265,918
SPDR SERIES TRUST
ST STR SP HOME
010,768+10,76801,244,4110.49%+1,244,411
SELECT SECTOR SPDR TR
ST STR UTIL ETF
026,845+26,84501,217,2810.48%+1,217,281
PROSHARES TR
ULTRAPRO QQQ
29,08029,125+451,212,1842,359,3950.92%+1,147,211
SELECT SECTOR SPDR TR
ST STR MATER ETF
022,190+22,19001,128,1370.44%+1,128,137
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,857+6,85701,088,6820.42%+1,088,682
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
32,80434,239+1,4352,056,9393,077,1721.20%+1,020,233
GLOBAL X FDS
RBTCS ARTFL INTE
94,432106,034+11,6023,137,8724,023,9351.57%+886,063
ARM HOLDINGS PLC2,2313,382+1,151337,6201,200,1510.47%+862,531
SELECT SECTOR SPDR TR
ST STR DISCR ETF
05,527+5,5270648,4020.25%+648,402
SPDR SERIES TRUST
ST STR SP REGBNK
07,572+7,5720567,0800.22%+567,080
FIRST TR EXCHANGE-TRADED FD
CLOUD COMPUTING
12,89914,679+1,7801,411,5531,976,3360.77%+564,783
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
26,88026,861-195,163,0815,719,2422.23%+556,161
TEMA ETF TRUST017,534+17,5340532,9240.21%+532,924
STATE STR SPDR DOW JONES IND(DIA)4,1744,680+5061,934,5502,446,5670.96%+512,017
ABRDN HEALTHCARE INVESTORS(HQH)62,47573,807+11,3321,111,5781,622,4580.63%+510,880
DBX ETF TR68,67170,377+1,7063,392,8973,845,3161.50%+452,419
FIRST TR EXCHANGE-TRADED FD5,7096,754+1,0451,336,4701,788,3650.70%+451,895
INTERNATIONAL BUSINESS MACHS(IBM)13,64513,322-3233,310,2133,749,2481.46%+439,035
EXCHANGE TRADED CONCEPTS TRU06,377+6,3770434,6560.17%+434,656
SPDR SERIES TRUST
ST STR SP BANK
06,321+6,3210431,3700.17%+431,370
ISHARES TR02,835+2,8350403,7140.16%+403,714
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
14,66214,505-1572,400,0052,783,3571.09%+383,352
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
8,69111,945+3,254393,485770,5470.30%+377,062
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,924+1,9240356,5310.14%+356,531
WISDOMTREE TR(WT)79,63979,919+2804,184,9974,517,7251.76%+332,728
ISHARES TR4,33317,360+13,0271,849,7462,156,0300.84%+306,284
WISDOMTREE TR(WT)34,39636,891+2,4951,799,4012,103,2470.82%+303,846
EA SERIES TRUST
STRI US ENER ETF
08,763+8,7630293,6310.11%+293,631
GLOBAL X FDS
U S ELECT ETF
08,210+8,2100284,1480.11%+284,148
ISHARES TR
CORE MSCI EAFE
2,9055,560+2,655263,210537,3350.21%+274,125
ROCKET LAB CORP(RKLB)7,2577,2570466,045737,6740.29%+271,629
APPLE INC(AAPL)10,40010,053-3472,640,7202,910,4151.14%+269,695
LAMAR ADVERTISING CO(LAMR)13,90912,967-9421,762,6982,023,8290.79%+261,131
PROSHARES TR
PSHS ULT S&P 500
03,697+3,6970249,1590.10%+249,159
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
17,34317,078-2651,304,4581,539,3300.60%+234,872
SELECT SECTOR SPDR TR
ST STR FINL ETF
04,293+4,2930230,1480.09%+230,148
JEFFERIES FINANCIAL GROUP IN(JEF)04,571+4,5710228,5040.09%+228,504
ECHOSTAR CORP(ECHO)02,214+2,2140225,0630.09%+225,063
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,196+4,1960222,9630.09%+222,963
RBB FUND TRUST
TWEEDY BROWNE
014,800+14,8000218,0040.09%+218,004
PROSHARES TR
PSHS ULT MCAP400
02,306+2,3060212,3520.08%+212,352
ISHARES TR03,311+3,3110206,0650.08%+206,065
ELI LILLY & CO(LLY)7307300672,592878,0970.34%+205,505
CATERPILLAR INC(CAT)0190+1900202,5090.08%+202,509
SRH TOTAL RETURN FUND INC(STEW)011,269+11,2690201,7240.08%+201,724
ISHARES TR20,25920,304+451,368,2731,565,8520.61%+197,579
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
97,16996,853-3166,497,8906,691,6152.61%+193,725
GUGGENHEIM STRATEGIC OPPORTU(GOF)016,600+16,6000181,2720.07%+181,272
PIMCO ETF TR
ENHAN SHRT MA AC
28,37730,041+1,6642,854,9263,029,5981.18%+174,672
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,2331,2330416,962589,2850.23%+172,323
GABELLI CONV & INC SECS FD I23,00057,000+34,00098,440266,7600.10%+168,320
TEXAS INSTRS INC(TXN)1,6001,6000310,624476,9120.19%+166,288
ISHARES TR1,7031,705+21,113,5751,277,3970.50%+163,822
GLOBAL X FDS
GLOBAL X URANIUM
9,63014,335+4,705466,522626,7050.24%+160,183
AMPLIFY ETF TR11,00023,500+12,500121,330270,9550.11%+149,625
ISHARES TR1,2331,492+259306,664449,6500.18%+142,986
ALPHABET INC(GOOG)1,9761,978+2568,635707,1110.28%+138,476
ABBVIE INC(ABBV)3,4853,493+8758,042879,1010.34%+121,059
ISHARES TR1,4921,494+2469,239589,7770.23%+120,538
ISHARES TR3,0123,023+11571,485669,1840.26%+97,699
MARRIOTT INTL INC NEW(MAR)2,1732,1730710,794805,4780.31%+94,684
AMERICAN EXPRESS CO(AXP)2,3242,3240703,093786,3630.31%+83,270
BERKSHIRE HATHAWAY INC DEL3,9213,92101,878,9441,962,0290.77%+83,085
SERVE ROBOTICS INC012,485+12,485082,1530.03%+82,153
VANGUARD SPECIALIZED FUNDS3,4693,477+8746,510823,0890.32%+76,579
ISHARES TR3,0283,035+7376,563450,1850.18%+73,622
CRANE COMPANY(CR)1,3511,3510231,021301,3680.12%+70,347
ADVENT CONV & INCOME FD36,20036,2000403,992474,2200.19%+70,228
ISHARES TR3,6063,613+7427,371494,1060.19%+66,735
PHILLIPS EDISON & CO INC(PECO)15,19015,237+47568,446634,2010.25%+65,755
ISHARES TR
US INFRASTRUC
11,02111,027+6630,473695,1960.27%+64,723
VANGUARD INDEX FDS1,2481,251+3400,937463,3200.18%+62,383
BANK OF NY MELLON CORP2,7352,661-74324,584384,9830.15%+60,399
ABRDN TOTAL DYNAMIC DIVIDEND
COM SH BEN INT
44,50045,500+1,000409,845469,1050.18%+59,260
FIDELITY COVINGTON TRUST
ENHANCED LARGE
8,2728,278+6310,175362,2650.14%+52,090
ALPS ETF TR
SECTR DIV DOGS
28,97628,381-5951,885,0051,936,8290.76%+51,824
GLOBAL X FDS
LITHIUM BTRY ETF
12,94212,9420962,4901,013,3650.40%+50,875
UNUM GROUP(UNM)3,0073,024+17219,666270,4330.11%+50,767
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