Sage Capital Management, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 20, 2026, Sage Capital Management, Llc disclosed 160 stock positions valued at approximately $256.17M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, SELECT SECTOR SPDR TR, and GLOBAL X FDS.

Report Period
June 30, 2026
No. of Stocks
160
Portfolio Value
$256.17M
Holdings by Sector
Sage Capital Management, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology6.16%78,806-389-0.49%$15,772,448
SELECT SECTOR SPDR TRXLKOther4.98%67,001+589+0.89%$12,769,096
GLOBAL X FDSPAVEOther4.90%213,126+1,849+0.88%$12,558,608
INVESCO QQQ TRQQQOther4.37%15,157+759+5.27%$11,182,557
STATE STR SPDR S&P 500 ETF TSPYOther3.46%11,867+186+1.59%$8,867,779
EA SERIES TRUSTSTRVOther2.93%155,447+13,022+9.14%$7,509,392
INVESCO EXCHANGE TRADED FD TPHOOther2.61%96,853-316-0.33%$6,691,615
AMPLIFY ETF TRHACKOther2.56%62,415-1,146-1.80%$6,551,514
INVESCO EXCHANGE TRADED FD TRSPOther2.23%26,861-19-0.07%$5,719,242
SELECT SECTOR SPDR TRXLPOther2.21%68,203+740+1.10%$5,666,901
SPDR SERIES TRUSTCWBOther2.12%50,263+603+1.21%$5,420,821
ETF SER SOLUTIONSQTUMOther2.06%31,894+28+0.09%$5,275,686
WISDOMTREE TRDONOther1.76%79,919+280+0.35%$4,517,725
ADVANCED MICRO DEVICES INCAMDTechnology1.59%6,981+1,176+20.26%$4,062,934
GLOBAL X FDSBOTZOther1.57%106,034+11,602+12.29%$4,023,935
SPDR SERIES TRUSTXITKOther1.51%19,776-303-1.51%$3,874,539
DBX ETF TRDBEFOther1.50%70,377+1,706+2.48%$3,845,316
INTERNATIONAL BUSINESS MACHSIBMTechnology1.46%13,322-323-2.37%$3,749,248
SPDR SERIES TRUSTSDYOther1.41%23,658-68-0.29%$3,601,671
SPDR SERIES TRUSTXBIOther1.36%21,992+3,423+18.43%$3,482,041
AMAZON COM INCAMZNConsumer Cyclical1.29%13,845+7,047+103.66%$3,300,489
NUVEEN S&P 500 DYNAMIC OVERWXSSPXOther1.21%166,576-30,925-15.66%$3,105,161
FIRST TR EXCHANGE-TRADED FDCIBROther1.20%34,239+1,435+4.37%$3,077,172
PIMCO ETF TRMINTOther1.18%30,041+1,664+5.86%$3,029,598
APPLE INCAAPLTechnology1.14%10,053-347-3.34%$2,910,415
CROWDSTRIKE HLDGS INCCRWDTechnology1.12%3,762-283-7.00%$2,878,140
FIRST TR EXCHANGE-TRADED FDGRIDOther1.09%14,505-157-1.07%$2,783,357
TESLA INCTSLAConsumer Cyclical1.05%6,373+5,527+653.31%$2,680,484
J P MORGAN EXCHANGE TRADED FJEPIOther1.02%46,355-5,425-10.48%$2,618,642
GLOBAL X FDSDTCROther1.00%84,090--$2,553,915
Showing 30 of 160 holdings in the latest reporting period.