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Tim Monaco

Sugar Maple Asset Management, Llc

Assets Managed
$164.751M
Holdings
84
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
10.78%(2Q avg: 8.59%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sugar Maple Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Sugar Maple Asset Management, 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 164.751M in assets, with a quarterly growth rate of 10.78% and a 2-quarter average growth rate of 8.59%. The portfolio is managed by Tim Monaco, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Shares
Recent Activity
Increased 4.94%
9.5%
$15.644M
36,356 shares@ $430.29 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
New Position
7.92%
$13.043M
131,390 shares@ $99.27 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -0.23%
7.46%
$12.281M
56,467 shares@ $217.5 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Increased 21.95%
7.43%
$12.225M
241,455 shares@ $50.64 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.2%
5.98%
$9.838M
15,061 shares@ $653.21 avg price
SLV
Ishares Silver Trust
Recent Activity
Increased 3.32%
5.04%
$8.295M
121,740 shares@ $68.15 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 8.23%
5%
$8.233M
79,596 shares@ $103.43 avg price
ABT
Abbott Laboratories
Recent Activity
Decreased 0%
4.18%
$6.879M
67,002 shares@ $102.67 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 0.76%
3.96%
$6.516M
78,918 shares@ $82.57 avg price
CLOI
Vaneck Clo Etf
Recent Activity
Decreased -1.7%
2.44%
$4.017M
76,231 shares@ $52.71 avg price

1-10 of 84