Sage Advisors, LLC Portfolio Holdings

Sage Advisors, LLC

  • $151 Billion
  • Q4 2025

Sage Advisors, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Owl Rock Capital Corp with a value of $25.6B, Eli Lilly & CO with a value of $20.8B, Ares Capital Corp with a value of $19.3B, Broadstone Net Lease, Inc. with a value of $15B, and Annaly Capital Management In with a value of $7.17B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $140B to 151B.

Sage Advisors, LLC is based out at Boulder, CO

Below you can find more details about Sage Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $151 Billion
Financial Services: $56.4 Billion
Healthcare: $21.1 Billion
Technology: $16.3 Billion
Real Estate: $15.6 Billion
ETFs: $11.4 Billion
Consumer Cyclical: $7.3 Billion
Consumer Defensive: $4.57 Billion
Energy: $4.29 Billion
Other: $5.55 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$350M
$78.8 Million 0.05% of portfolio
10,363
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $151 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 15 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Sage Advisors, LLC Portfolio

Follow Sage Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email