Sage Advisors, LLC Portfolio Holdings

Sage Advisors, LLC

  • $140 Billion
  • Q2 2025

Sage Advisors, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Owl Rock Capital Corp with a value of $31.8B, Ares Capital Corp with a value of $23.2B, Eli Lilly & CO with a value of $14.8B, Broadstone Net Lease, Inc. with a value of $14.4B, and Enterprise Products Partners L.P. with a value of $5.91B.

Examining the 13F form we can see an decrease of $2.05B in the current position value, from $142B to 140B.

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 $140 Billion
Financial Services: $66.4 Billion
Healthcare: $14.8 Billion
Technology: $14.4 Billion
Real Estate: $14.4 Billion
Energy: $10.2 Billion
Consumer Cyclical: $6.17 Billion
Consumer Defensive: $4.99 Billion
ETFs: $4.85 Billion
Other: $2.84 Billion

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

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

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $140 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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