Sugar Maple Asset Management, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $101 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $13.3M, Abb Vie Inc. with a value of $9.67M, Ishares Core S&P 500 ETF with a value of $8.36M, Abbott Laboratories with a value of $6.96M, and Spdr Gold Trust with a value of $6.15M.

Examining the 13F form we can see an decrease of $104B in the current position value, from $104B to 101M.

Sugar Maple Asset Management, LLC is based out at Sister Bay, WI

Below you can find more details about Sugar Maple Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $101 Million
ETFs: $73.7 Million
Healthcare: $16.9 Million
Technology: $4.82 Million
Financial Services: $1.26 Million
Utilities: $1.03 Million
Industrials: $811,000
Consumer Defensive: $627,000
Consumer Cyclical: $441,000
Other: $236,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $101 Million
  • Prior Value $104 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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