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Holders — by stockHoldings — by fund

Sage Capital Advisors,llc

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1714107

$481.9M

disclosed book value

136

positions

8.6%

largest position share

Positions, as of 2026-06-30

top 100 of 136 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC142,681$41.3M8.6%
2GOOGLALPHABET INC70,277$25.1M5.2%
3AMZNAMAZON COM INC73,190$17.4M3.6%
4XLKSELECT SECTOR SPDR TR78,002$14.9M3.1%
5MSFTMICROSOFT CORP38,484$14.4M3%
6NVDANVIDIA CORPORATION68,243$13.7M2.8%
7SPYSTATE STR SPDR S&P 500 ETF T17,682$13.2M2.7%
8JNJJOHNSON & JOHNSON44,744$11.4M2.4%
9AMDADVANCED MICRO DEVICES INC18,205$10.6M2.2%
10UPSUNITED PARCEL SVCS INC95,800$10.3M2.1%
11HALHALLIBURTON CO278,676$9.5M2%
12XLVSELECT SECTOR SPDR TR59,226$9.4M1.9%
13VZVERIZON COMMUNICATIONS INC213,857$9.1M1.9%
14PEPPEPSICO INC63,065$8.5M1.8%
15SJMSMUCKER J M CO71,022$8.0M1.7%
16PLTRPALANTIR TECHNOLOGIES INC66,944$7.8M1.6%
17MOSMOSAIC CO357,336$7.6M1.6%
18UNPUNION PAC CORP27,357$7.4M1.5%
19CVXCHEVRON CORPORATION44,095$7.3M1.5%
20HDHOME DEPOT INC20,645$7.3M1.5%
21RTXRTX CORPORATION35,436$6.7M1.4%
22VRTVERTIV HOLDINGS CO19,582$6.6M1.4%
23XSDSPDR SERIES TRUST10,504$6.6M1.4%
24MRKMERCK & CO INC50,638$6.5M1.4%
25XLISELECT SECTOR SPDR TR34,605$6.4M1.3%
26RSPTINVESCO EXCHANGE TRADED FD T97,770$6.3M1.3%
27COSTCOSTCO WHOLESALE CORPORATION6,550$6.1M1.3%
28TSNTYSON FOODS INC105,895$6.1M1.3%
29ABBVABBVIE INC23,456$5.9M1.2%
30AVGOBROADCOM INC15,099$5.7M1.2%
31FDXFEDEX CORP18,050$5.7M1.2%
32CSXCSX CORP117,310$5.6M1.2%
33AMGNAMGEN INC15,056$5.5M1.1%
34IBMINTERNATIONAL BUSINESS MACHS19,081$5.4M1.1%
35BMYBRISTOL-MYERS SQUIBB CO87,958$5.1M1.1%
36IVVISHARES TR6,446$4.8M1%
37VOOVANGUARD INDEX FDS6,598$4.5M0.9%
38APDAIR PRODUCTS AND CHEMICALS I15,025$4.4M0.9%
39ADMARCHER DANIELS MIDLAND CO56,415$4.3M0.9%
40ADSKAUTODESK INC20,609$4.0M0.8%
41MUMICRON TECHNOLOGY INC3,156$3.6M0.8%
42SMURFIT WESTROCK PLC77,884$3.6M0.7%
43SPCXSPACE EXPLORATION TECHN CORP19,043$3.3M0.7%
44SWKSTANLEY BLACK & DECKER INC34,324$3.2M0.7%
45QCOMQUALCOMM INC17,102$3.2M0.7%
46NEARISHARES U S ETF TR59,707$3.0M0.6%
47FIRST TR EXCHNG TRADED FD VI61,759$2.9M0.6%
48TIPISHARES TR26,121$2.9M0.6%
49HONEYWELL INTL INC12,685$2.8M0.6%
50BRK/BBERKSHIRE HATHAWAY INC DEL5,651$2.8M0.6%
51VBILVANGUARD INSTL INDEX FD37,330$2.8M0.6%
52HONEYWELL AEROSPACE INC12,663$2.8M0.6%
53ORCLORACLE CORP19,005$2.8M0.6%
54XLUSELECT SECTOR SPDR TR60,730$2.8M0.6%
55TAPMOLSON COORS BEVERAGE CO66,322$2.6M0.5%
56FIRST TR EXCHNG TRADED FD VI70,336$2.5M0.5%
57VEAVANGUARD TAX-MANAGED FDS35,622$2.5M0.5%
58FIRST TR EXCHNG TRADED FD VI106,399$2.5M0.5%
59ON HLDG AG70,108$2.5M0.5%
60FIRST TR EXCHNG TRADED FD VI41,993$2.4M0.5%
61FIRST TR EXCHNG TRADED FD VI54,533$2.3M0.5%
62IWMISHARES TR6,706$2.0M0.4%
63CHUBB LIMITED5,816$2.0M0.4%
64XLPSELECT SECTOR SPDR TR23,706$2.0M0.4%
65QQQINVESCO QQQ TR2,652$2.0M0.4%
66IWRISHARES TR17,538$1.9M0.4%
67NFGNATIONAL FUEL GAS CO20,491$1.6M0.3%
68VTIVANGUARD INDEX FDS4,241$1.6M0.3%
69GOOGALPHABET INC4,172$1.5M0.3%
70WRBBERKLEY W R CORP20,768$1.5M0.3%
71IYTISHARES TR15,973$1.4M0.3%
72FEDEX FGHT HLDG CO INC8,958$1.4M0.3%
73VYMVANGUARD WHITEHALL FDS8,405$1.3M0.3%
74VIGVANGUARD SPECIALIZED FUNDS5,111$1.2M0.3%
75VGKVANGUARD INTL EQUITY INDEX F13,640$1.2M0.3%
76METAMETA PLATFORMS INC2,094$1.2M0.2%
77DVNDEVON ENERGY CORP NEW27,533$1.1M0.2%
78XLBSELECT SECTOR SPDR TR21,326$1.1M0.2%
79MMM3M CO6,580$1.1M0.2%
80VCSHVANGUARD SCOTTSDALE FDS12,938$1.0M0.2%
81IJHISHARES TR12,842$990,2290.2%
82MKLMARKEL GROUP INC500$976,5050.2%
83VYMIVANGUARD WHITEHALL FDS9,788$961,1990.2%
84SIREN ETF TR10,131$928,5120.2%
85EWJISHARES INC9,756$909,9420.2%
86VXFVANGUARD INDEX FDS3,501$862,0810.2%
87VANGUARD WORLD FD8,558$821,7700.2%
88TSMTAIWAN SEMICONDUCTOR MANUFAC1,684$804,2230.2%
89VVISA INC2,327$798,3500.2%
90DIASTATE STR SPDR DOW JONES IND1,505$786,1670.2%
91VWOVANGUARD INTL EQUITY INDEX F12,571$750,3740.2%
92EFAISHARES TR6,970$724,0190.2%
93USBUS BANCORP10,559$637,7640.1%
94MNSTMONSTER BEVERAGE CORP NEW6,428$617,8590.1%
95SNASNAP ON INC1,500$603,6000.1%
96MOALTRIA GROUP INC8,263$594,4940.1%
97EEMISHARES TR8,573$586,4770.1%
98BACBANK OF AMER CORP10,158$578,7760.1%
99FTSMFIRST TR EXCHANGE-TRADED FD9,653$576,5450.1%
100JPMJPMORGAN CHASE & CO1,725$564,5810.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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