Sugar Maple Asset Management, LLC

CIK: 0002012673SEC EDGAR →

Portfolio Value

$148.7M

Holdings

84

As of

Q4 2025

New Positions

84

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR GOLD TR

34,646$13.7M
9.22%
2

ABBVIE INC

56,598$12.9M
8.69%
3

ISHARES TR

15,031$10.3M
6.92%
4

ISHARES TR

198,004$10.0M
6.72%
5

ABBOTT LABS

67,007$8.4M
5.64%
6

ISHARES SILVER TR

117,834$7.6M
5.11%
7

ISHARES TR

73,545$7.5M
5.06%
8

ISHARES TR

78,326$6.5M
4.36%
9

T ROWE PRICE ETF INC

114,514$4.4M
2.94%
10

VANECK ETF TRUST

77,553$4.1M
2.75%

Quarterly Changes

Top Buys

GQ9NEW
$13.7M
ABBVNEW
$12.9M
IVVNEW
$10.3M
TFLONEW
$10.0M
ABTNEW
$8.4M

Top Sells

No sells this quarter

New Positions (84)

$13.7M · 35K shares
$12.9M · 57K shares
$10.3M · 15K shares
$10.0M · 198K shares
$8.4M · 67K shares
$7.6M · 118K shares
$7.5M · 74K shares
$6.5M · 78K shares
$4.4M · 115K shares
$4.1M · 78K shares
$3.5M · 69K shares
$3.4M · 55K shares
$3.3M · 35K shares
$3.2M · 15K shares
$2.6M · 19K shares
$2.4M · 4K shares
$2.3M · 51K shares
$2.1M · 90K shares
$1.7M · 14K shares
$1.6M · 57K shares
$1.4M · 10K shares
$1.4M · 44K shares
$1.3M · 7K shares
$1.3M · 18K shares
$1.3M · 20K shares
$1.3M · 13K shares
$1.2M · 4K shares
$1.2M · 41K shares
$1.1M · 39K shares
$1.1M · 25K shares
$1.0M · 21K shares
$1.0M · 5K shares
$973K · 23K shares
$890K · 1K shares
$884K · 16K shares
$861K · 13K shares
$784K · 16K shares
$737K · 25K shares
$674K · 23K shares
$649K · 11K shares
$628K · 13K shares
$617K · 2K shares
$614K · 3K shares
$577K · 12K shares
$562K · 5K shares
$559K · 154K shares
$557K · 6K shares
$546K · 1K shares
$540K · 2K shares
$519K · 20K shares
$516K · 12K shares
$491K · 17K shares
$472K · 999 shares
$452K · 14K shares
$420K · 14K shares
$411K · 5K shares
$394K · 7K shares
$377K · 12K shares
$376K · 14K shares
$370K · 8K shares
$364K · 3K shares
$354K · 55K shares
$339K · 12K shares
$336K · 1K shares
$329K · 12K shares
$318K · 9K shares
$300K · 110K shares
$286K · 6K shares
$271K · 8K shares
$269K · 2K shares
$263K · 10K shares
$248K · 24K shares
$231K · 3K shares
$229K · 3K shares
$227K · 3K shares
$222K · 2K shares
$220K · 2K shares
$218K · 972 shares
$213K · 5K shares
$209K · 4K shares
$202K · 648 shares
$131K · 24K shares
$83K · 31K shares
$50K · 11K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services47$89.9M60.4%
Healthcare11$25.5M17.1%
Unknown10$17.8M12.0%
Technology6$11.4M7.7%
Communication Services3$1.3M0.9%
Utilities1$1.3M0.9%
Consumer Cyclical3$795K0.5%
Consumer Defensive2$442K0.3%
Industrials1$227K0.2%