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Diana Blair

@Sage Capital Advisors,llc

Latest period2024 - Q4ReportedManaged Assets$384.392MTotal holdings135
Assets growth rate0.33%Assets growth rate (2-Q avg)5.18%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Capital Advisors,llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Sage Capital Advisors,llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 384.392M in assets, with a quarterly growth rate of 0.33% and a 2-quarter average growth rate of 5.18%. The portfolio is managed by Diana Blair, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HDHome Depot Inc
Recent Activity
Increased 0.75%
1.97%
$7.572M
19,466 shares@ $388.99 avg price
HALHalliburton Co
Recent Activity
New Position
1.95%
$7.469M
274,710 shares@ $27.2 avg price
SJMSmucker J M Co
Recent Activity
Increased 0.9%
1.92%
$7.358M
66,815 shares@ $110.12 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 309.52%
1.86%
$7.124M
94,193 shares@ $75.64 avg price
JNJJohnson & Johnson
Recent Activity
Increased 0.53%
1.65%
$6.324M
43,731 shares@ $144.62 avg price
MOAltria Group Inc
Recent Activity
Increased 1.75%
1.59%
$6.074M
116,167 shares@ $52.3 avg price
CVXChevron Corp New
Recent Activity
Increased 1.18%
1.57%
$6.011M
41,502 shares@ $144.84 avg price
TSNTyson Foods Inc
Recent Activity
Increased 0.89%
1.55%
$5.947M
103,538 shares@ $57.45 avg price
ADMArcher Daniels Midland Co
Recent Activity
Decreased -8.94%
1.52%
$5.813M
115,068 shares@ $50.53 avg price
PEPPepsico Inc
Recent Activity
Decreased -4.42%
1.51%
$5.788M
38,065 shares@ $152.06 avg price