Sign In
test

Diana Blair

Sage Capital Advisors,llc

Assets Managed
$481.916M
Holdings
136
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
11.77%(2Q avg: 7.12%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Capital Advisors,llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 136 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 2026 - Q2, they manage 481.916M in assets, with a quarterly growth rate of 11.77% and a 2-quarter average growth rate of 7.12%. The portfolio is managed by Diana Blair, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.01%
8.57%
$41.286M
142,681 shares@ $289.37 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.14%
5.24%
$25.222M
70,577 shares@ $357.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.88%
3.65%
$17.563M
73,690 shares@ $238.34 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 19.71%
3.09%
$14.861M
78,002 shares@ $190.53 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.99%
2.98%
$14.355M
38,484 shares@ $373.03 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.21%
2.84%
$13.655M
68,243 shares@ $200.1 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.26%
2.74%
$13.204M
17,682 shares@ $746.76 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -3.58%
2.36%
$11.364M
44,744 shares@ $253.98 avg price
AMD
Advanced Micro Devices
Recent Activity
Increased 0.54%
2.2%
$10.575M
18,205 shares@ $580.91 avg price
UPS
United Parcel Service-cl B
Recent Activity
Increased 1.26%
2.14%
$10.299M
95,800 shares@ $107.51 avg price

1-10 of 136