Sage Capital Management, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$184.2B

Holdings

152

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (152 positions)

#StockSharesValue% PortfolioType
1
BCCCGLOBAL X FDS
229,472$8.7B4.70%
2
NVDANVIDIA CORPORATION
71,953$7.8B4.23%
3
PHOINVESCO EXCHANGE TRADED FD T
114,009$7.4B3.99%
4
XLKSELECT SECTOR SPDR TR
33,538$6.9B3.76%
5
SPYSPDR S&P 500 ETF TR
12,057$6.7B3.66%
6
NDQINVESCO QQQ TR
12,145$5.7B3.09%
7
HACKAMPLIFY ETF TR
76,485$5.5B2.98%
8
XLFISELECT SECTOR SPDR TR
63,842$5.2B2.83%
9
RSPINVESCO EXCHANGE TRADED FD T
27,150$4.7B2.55%
10
DONWISDOMTREE TR
93,283$4.6B2.51%
11
XITKSPDR SER TR
27,547$4.4B2.39%
12
STRVEA SERIES TRUST
114,227$4.1B2.24%
13
CWBSPDR SER TR
51,596$4.0B2.15%
14
IBMINTERNATIONAL BUSINESS MACHS
15,023$3.7B2.03%
15
SDYSPDR SER TR
24,325$3.3B1.79%
16
XBXMXNUVEEN S&P 500 BUY-WRITE INC
249,250$3.3B1.78%
17
AAPLAPPLE INC
13,497$3.0B1.63%
18
BOTZGLOBAL X FDS
105,206$3.0B1.63%
19
MINTPIMCO ETF TR
26,002$2.6B1.42%
20
IRMIRON MTN INC DEL
28,928$2.5B1.35%
21
PBJINVESCO EXCHANGE TRADED FD T
50,688$2.3B1.26%
22
MSFTMICROSOFT CORP
5,802$2.2B1.18%
23
CIBRFIRST TR EXCHANGE TRADED FD
32,602$2.1B1.11%
24
OTISOTIS WORLDWIDE CORP
19,375$2.0B1.09%
25
BRK/BBERKSHIRE HATHAWAY INC DEL
3,641$1.9B1.05%
26
JEPIJ P MORGAN EXCHANGE TRADED F
33,404$1.9B1.04%
27
XBISPDR SER TR
21,498$1.7B0.95%
28
AMTAMERICAN TOWER CORP NEW
7,816$1.7B0.92%
29
DBEFDBX ETF TR
39,101$1.7B0.92%
30
GRIDFIRST TR EXCHANGE TRADED FD
14,842$1.7B0.91%
31
SDOGALPS ETF TR
28,350$1.6B0.89%
32
HEDJWISDOMTREE TR
33,664$1.6B0.87%
33
LAMRLAMAR ADVERTISING CO NEW
14,015$1.6B0.87%
34
DONSPDR DOW JONES INDL AVERAGE
3,775$1.6B0.86%
35
IWFISHARES TR
4,371$1.6B0.86%
36
SKYYFIRST TR EXCHANGE TRADED FD
13,903$1.4B0.77%
37
FDNFIRST TR EXCHANGE-TRADED FD
6,168$1.4B0.74%
38
PSAPUBLIC STORAGE OPER CO
4,333$1.3B0.70%
39
TQQQPROSHARES TR
22,537$1.3B0.70%
40
IJHISHARES TR
21,646$1.3B0.69%
41
HQHABRDN HEALTHCARE INVESTORS
76,958$1.2B0.68%
42
SPHQINVESCO EXCHANGE TRADED FD T
18,359$1.2B0.66%
43
VTIPVANGUARD MALVERN FDS
24,167$1.2B0.65%
44
XHBSPDR SER TR
12,028$1.2B0.63%
45
OKEONEOK INC NEW
11,694$1.2B0.63%
46
AMZNAMAZON COM INC
5,908$1.1B0.61%
47
XLVSELECT SECTOR SPDR TR
7,568$1.1B0.60%
48
XLUSELECT SECTOR SPDR TR
13,772$1.1B0.59%
49
SNYSANOFI
19,521$1.1B0.59%
50
FIWFIRST TR EXCHANGE-TRADED FD
10,703$1.1B0.59%
51
COSTCOSTCO WHSL CORP NEW
1,099$1.0B0.56%
52
SPHDINVESCO EXCH TRADED FD TR II
20,574$1.0B0.56%
53
IVVISHARES TR
1,788$1.0B0.54%
54
XOMEXXON MOBIL CORP
8,060$958.7M0.52%
55
EWUISHARES TR
25,433$953.0M0.52%
56
XLBSELECT SECTOR SPDR TR
10,905$937.6M0.51%
57
PGPROCTER AND GAMBLE CO
4,987$849.9M0.46%
58
STAGSTAG INDL INC
22,785$823.0M0.45%
59
VAWVANGUARD WORLD FD
3,994$754.6M0.41%
60
ABBVABBVIE INC
3,455$723.9M0.39%
61
ECLECOLAB INC
2,841$720.3M0.39%
62
CRWDCROWDSTRIKE HLDGS INC
2,040$719.9M0.39%
63
INDAISHARES TR
13,452$692.5M0.38%
64
AXPAMERICAN EXPRESS CO
2,494$671.1M0.36%
65
VIGVANGUARD SPECIALIZED FUNDS
3,443$668.1M0.36%
66
METAMETA PLATFORMS INC
1,144$659.8M0.36%
67
PECOPHILLIPS EDISON & CO INC
16,956$618.8M0.34%
68
RQICOHEN & STEERS QUALITY INCOM
49,164$617.5M0.34%
69
LLYELI LILLY & CO
727$600.7M0.33%
70
HDHOME DEPOT INC
1,632$598.1M0.32%
71
WMBWILLIAMS COS INC
9,783$584.6M0.32%
72
LTCLTC PPTYS INC
16,474$584.0M0.32%
73
IHIISHARES TR
9,295$559.4M0.30%
74
VCITVANGUARD SCOTTSDALE FDS
6,754$552.2M0.30%
75
XLYSELECT SECTOR SPDR TR
2,742$541.4M0.29%
76
FQIDIGITAL RLTY TR INC
3,721$533.2M0.29%
77
PFFISHARES TR
17,305$531.8M0.29%
78
MARMARRIOTT INTL INC NEW
2,172$517.3M0.28%
79
IYHISHARES TR
8,487$516.8M0.28%
80
RSPUINVESCO EXCHANGE TRADED FD T
7,239$504.2M0.27%
81
WMTWALMART INC
5,667$497.5M0.27%
82
IFRAISHARES TR
10,967$494.3M0.27%
83
LITGLOBAL X FDS
12,355$479.4M0.26%
84
CHDCHURCH & DWIGHT CO INC
4,261$469.1M0.25%
85
VNQVANGUARD INDEX FDS
5,154$466.5M0.25%
86
ABTABBOTT LABS
3,442$456.7M0.25%
87
JNJJOHNSON & JOHNSON
2,750$456.1M0.25%
88
IWNISHARES TR
2,961$447.2M0.24%
89
AQLTISHARES TR
3,325$446.5M0.24%
90
LVLNSPDR SER TR
7,850$446.3M0.24%
91
WESWESTERN MIDSTREAM PARTNERS L
10,564$432.7M0.23%
92
PEPPEPSICO INC
2,856$428.2M0.23%
93
RSPSINVESCO EXCHANGE TRADED FD T
13,826$426.1M0.23%
94
MVVPROSHARES TR
7,281$425.1M0.23%
95
GOOGLALPHABET INC
2,583$399.4M0.22%
96
ETENERGY TRANSFER L P
21,205$394.2M0.21%
97
FELGFIDELITY COVINGTON TRUST
12,332$388.4M0.21%
98
AVKADVENT CONV & INCOME FD
33,200$382.8M0.21%
99
IWOISHARES TR
1,488$380.3M0.21%
100
GDGENERAL DYNAMICS CORP
1,370$373.5M0.20%
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