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Latest Sage Mountain Advisors LLC Stock Portfolio

Sage Mountain Advisors LLC Performance:
2025 Q4: 0.17%YTD: 8.98%2024: 14.02%
Performance for 2025 Q4 is 0.17%, and YTD is 8.98%, and 2024 is 14.02%.

About Sage Mountain Advisors LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Sage Mountain Advisors LLC reported an equity portfolio of $1.9 Billions as of 31 Dec, 2025.

The top stock holdings of Sage Mountain Advisors LLC are JAAA, BBAX, VB. The fund has invested 13.5% of it's portfolio in JANUS DETROIT STR TR and 9.8% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off PHILLIPS 66 (PSX), SYSCO CORP (SYY) and MONDELEZ INTL INC (MDLZ) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ISHARES TR (ACWF) and SPDR SERIES TRUST (BIL). Sage Mountain Advisors LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), BANK NEW YORK MELLON CORP (BK) and HILTON WORLDWIDE HLDGS INC (HLT). The fund showed a lot of confidence in some stocks as they added substantially to CHURCH & DWIGHT CO INC (CHD), ISHARES TR (AAXJ) and NETFLIX INC (NFLX).

Sage Mountain Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sage Mountain Advisors LLC made a return of 0.17% in the last quarter. In trailing 12 months, it's portfolio return was 8.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
j p morgan exchange traded f30,054,600
bank new york mellon corp883,195
hilton worldwide hldgs inc768,029
dominion energy inc534,247
fedex corp508,677
nisource inc471,387
ishares tr404,214
synchrony financial403,801
New stocks bought by Sage Mountain Advisors LLC

Additions

Ticker% Inc.
church & dwight co inc1,951
ishares tr868
netflix inc745
vanguard admiral fds inc375
invesco exchange traded fd t367
servicenow inc305
applovin corp222
texas pacific land corporati211
Additions to existing portfolio by Sage Mountain Advisors LLC

Reductions

Ticker% Reduced
vaneck etf trust-56.00
marathon pete corp-55.25
ares capital corp-54.62
wec energy group inc-50.54
dte energy co-50.32
ishares tr-47.18
ishares tr-45.3
altria group inc-43.67
Sage Mountain Advisors LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Sage Mountain Advisors LLC

Sector Distribution

Sage Mountain Advisors LLC has about 69.5% of it's holdings in Others sector.

Sector%
Others69.5
Technology9.8
Financial Services6
Consumer Cyclical3.3
Communication Services2.8
Healthcare2.4
Industrials2.3
Consumer Defensive1.8

Market Cap. Distribution

Sage Mountain Advisors LLC has about 27.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED69.5
MEGA-CAP16.8
LARGE-CAP10.5
MID-CAP2.9

Stocks belong to which Index?

About 27% of the stocks held by Sage Mountain Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others72.7
S&P 50027
Top 5 Winners (%)%
MU
micron technology inc
66.8 %
edap tms s a
43.7 %
WDC
western digital corp
41.7 %
LLY
eli lilly & co
40.6 %
WBD
warner bros discovery inc
37.0 %
Top 5 Winners ($)$
GOOG
alphabet inc
4.1 M
VB
vanguard index fds
3.0 M
GOOG
alphabet inc
2.9 M
AAPL
apple inc
2.6 M
IBCE
ishares tr
2.4 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.8 %
NOW
servicenow inc
-75.7 %
TPL
texas pacific land corporati
-59.8 %
MSTR
strategy inc
-49.1 %
DD
dupont de nemours inc
-46.2 %
Top 5 Losers ($)$
NFLX
netflix inc
-20.6 M
NOW
servicenow inc
-2.9 M
MSFT
microsoft corp
-2.4 M
CPRT
copart inc
-1.7 M
META
meta platforms inc
-1.5 M

Sage Mountain Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sage Mountain Advisors LLC

Sage Mountain Advisors LLC has 559 stocks in it's portfolio. About 51.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Sage Mountain Advisors LLC last quarter.

Last Reported on: 23 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions