Sage Capital Advisors,llc Q3 2025 Filing

Filed October 7, 2025

Portfolio Value

$420.5B

Holdings

131

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (131 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
146,332$37.3B8.86%
2
MSFTMICROSOFT CORP
42,320$21.9B5.21%
3
NVDANVIDIA CORPORATION
103,475$19.3B4.59%
4
GOOGLALPHABET INC
71,744$17.4B4.15%
5
AMZNAMAZON COM INC
74,318$16.3B3.88%
6
SPYSPDR S&P 500 ETF TR
17,482$11.6B2.77%
7
BACVERIZON COMMUNICATIONS INC
246,445$10.8B2.58%
8
XLKSELECT SECTOR SPDR TR
34,068$9.6B2.28%
9
PEPPEPSICO INC
63,160$8.9B2.11%
10
JNJJOHNSON & JOHNSON
46,461$8.6B2.05%
11
XLVSELECT SECTOR SPDR TR
59,929$8.3B1.98%
12
FDXFEDEX CORP
34,675$8.2B1.94%
13
HDHOME DEPOT INC
20,064$8.1B1.93%
14
PLTRPALANTIR TECHNOLOGIES INC
41,155$7.5B1.79%
15
SJMSMUCKER J M CO
68,785$7.5B1.78%
16
ORCLORACLE CORP
24,896$7.0B1.67%
17
ADMARCHER DANIELS MIDLAND CO
115,106$6.9B1.64%
18
HALHALLIBURTON CO
278,168$6.8B1.63%
19
CVXCHEVRON CORP NEW
43,036$6.7B1.59%
20
RTXRTX CORPORATION
38,040$6.4B1.51%
21
TAPMOLSON COORS BEVERAGE CO
137,478$6.2B1.48%
22
UPSUNITED PARCEL SERVICE INC
74,244$6.2B1.47%
23
AMDADVANCED MICRO DEVICES INC
36,734$5.9B1.41%
24
COSTCOSTCO WHSL CORP NEW
6,371$5.9B1.40%
25
TSNTYSON FOODS INC
107,587$5.8B1.39%
26
ITWILLINOIS TOOL WKS INC
21,645$5.6B1.34%
27
ABBVABBVIE INC
23,264$5.4B1.28%
28
XLISELECT SECTOR SPDR TR
34,755$5.4B1.27%
29
HONHONEYWELL INTL INC
25,044$5.3B1.25%
30
TIPISHARES TR
46,308$5.2B1.22%
31
IVVISHARES TR
6,737$4.5B1.07%
32
MRKMERCK & CO INC
51,095$4.3B1.02%
33
ONONON HLDG AG
100,813$4.3B1.02%
34
CSXCSX CORP
117,366$4.2B0.99%
35
VOOVANGUARD INDEX FDS
6,668$4.1B0.97%
36
APDAIR PRODS & CHEMS INC
14,930$4.1B0.97%
37
BMYBRISTOL-MYERS SQUIBB CO
87,191$3.9B0.94%
38
UNPUNION PAC CORP
16,402$3.9B0.92%
39
NOWSERVICENOW INC
4,213$3.9B0.92%
40
NEARISHARES U S ETF TR
71,626$3.7B0.87%
41
SWSMURFIT WESTROCK PLC
79,359$3.4B0.80%
42
QCOMQUALCOMM INC
20,097$3.3B0.80%
43
HSYHERSHEY CO
17,705$3.3B0.79%
44
BRK/BBERKSHIRE HATHAWAY INC DEL
5,613$2.8B0.67%
45
XLUSELECT SECTOR SPDR TR
30,170$2.6B0.63%
46
DAUGFIRST TR EXCHNG TRADED FD VI
59,586$2.6B0.62%
47
SWKSTANLEY BLACK & DECKER INC
34,003$2.5B0.60%
48
GPNGLOBAL PMTS INC
28,564$2.4B0.56%
49
IWMISHARES TR
8,931$2.2B0.51%
50
FHDGFIRST TR EXCHNG TRADED FD VI
65,448$2.2B0.51%
51
QCJAFIRST TR EXCHNG TRADED FD VI
99,850$2.1B0.51%
52
ADBEADOBE INC
5,960$2.1B0.50%
53
VEAVANGUARD TAX-MANAGED FDS
34,853$2.1B0.50%
54
FAUGFIRST TR EXCHNG TRADED FD VI
40,202$2.1B0.50%
55
GAUGFIRST TR EXCHNG TRADED FD VI
52,109$2.0B0.48%
56
XLFISELECT SECTOR SPDR TR
23,845$1.9B0.44%
57
NFGNATIONAL FUEL GAS CO
20,171$1.9B0.44%
58
IWRISHARES TR
17,565$1.7B0.40%
59
NDQINVESCO QQQ TR
2,645$1.6B0.38%
60
WRBBERKLEY W R CORP
20,475$1.6B0.37%
61
PYPLPAYPAL HLDGS INC
22,800$1.5B0.36%
62
METAMETA PLATFORMS INC
1,887$1.4B0.33%
63
MMM3M CO
8,580$1.3B0.32%
64
VTIVANGUARD INDEX FDS
3,850$1.3B0.30%
65
GOOGALPHABET INC
5,124$1.2B0.30%
66
VIGVANGUARD SPECIALIZED FUNDS
5,414$1.2B0.28%
67
IYTISHARES TR
15,864$1.1B0.27%
68
VGKVANGUARD INTL EQUITY INDEX F
13,640$1.1B0.26%
69
VYMVANGUARD WHITEHALL FDS
7,432$1.0B0.25%
70
VCSHVANGUARD SCOTTSDALE FDS
12,928$1.0B0.25%
71
XLBSELECT SECTOR SPDR TR
11,147$999.0M0.24%
72
MKLMARKEL GROUP INC
500$955.7M0.23%
73
MOALTRIA GROUP INC
14,368$949.1M0.23%
74
ZBHZIMMER BIOMET HOLDINGS INC
9,200$906.2M0.22%
75
IJHISHARES TR
12,722$830.2M0.20%
76
EWJISHARES INC
9,756$782.5M0.19%
77
VVISA INC
2,228$760.8M0.18%
78
FTSMFIRST TR EXCHANGE-TRADED FD
12,696$760.6M0.18%
79
LEADSIREN ETF TR
9,797$745.8M0.18%
80
VXFVANGUARD INDEX FDS
3,365$704.4M0.17%
81
DONSPDR DOW JONES INDL AVERAGE
1,489$690.5M0.16%
82
EFAISHARES TR
6,921$646.2M0.15%
83
VWOVANGUARD INTL EQUITY INDEX F
11,701$634.0M0.15%
84
VYMIVANGUARD WHITEHALL FDS
7,408$627.3M0.15%
85
KELKELLANOVA
7,500$615.1M0.15%
86
RSPINVESCO EXCHANGE TRADED FD T
3,041$577.0M0.14%
87
TPLTEXAS PACIFIC LAND CORPORATI
600$560.2M0.13%
88
JPMJPMORGAN CHASE & CO.
1,707$538.4M0.13%
89
IWPISHARES TR
3,736$532.0M0.13%
90
SNASNAP ON INC
1,500$519.8M0.12%
91
USBUS BANCORP DEL
10,559$510.3M0.12%
92
TSLATESLA INC
1,131$503.0M0.12%
93
BACBANK AMERICA CORP
9,644$497.5M0.12%
94
USMVISHARES TR
5,168$491.7M0.12%
95
XLYSELECT SECTOR SPDR TR
2,048$490.8M0.12%
96
PDIPIMCO DYNAMIC INCOME FD
24,354$482.2M0.11%
97
XARSPDR SERIES TRUST
2,000$469.9M0.11%
98
MUMICRON TECHNOLOGY INC
2,784$465.7M0.11%
99
EEMISHARES TR
8,619$460.2M0.11%
100
DNOVFIRST TR EXCHNG TRADED FD VI
9,050$423.7M0.10%
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