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Diana Blair

Sage Capital Advisors,llc

Assets Managed
$431.167M
Holdings
129
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
2.47%(2Q avg: 1.27%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Capital Advisors,llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 129 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 431.167M in assets, with a quarterly growth rate of 2.47% and a 2-quarter average growth rate of 1.27%. The portfolio is managed by Diana Blair, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.4%
8.58%
$36.956M
145,615 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.75%
4.66%
$20.068M
69,788 shares@ $287.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.08%
3.53%
$15.214M
73,050 shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -9.11%
3.28%
$14.106M
38,107 shares@ $370.17 avg price
VZ
Verizon Communications Inc
Recent Activity
Decreased -3.33%
2.81%
$12.108M
241,198 shares@ $50.21 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -10.38%
2.76%
$11.877M
68,104 shares@ $174.4 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.05%
2.67%
$11.47M
17,637 shares@ $650.33 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.26%
2.64%
$11.344M
46,406 shares@ $244.45 avg price
HAL
Halliburton Co
Recent Activity
Decreased -0.07%
2.52%
$10.828M
277,715 shares@ $38.99 avg price
PEP
Pepsico Inc
Recent Activity
Increased 0.56%
2.28%
$9.824M
63,263 shares@ $155.29 avg price

1-10 of 129