Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Sage Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Sage Capital Management, LLC (CIK 2030667) reported $256.2M across 167 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($15.8M, 6.16%), XLK ($12.8M, 4.98%), PAVE ($12.6M, 4.90%), QQQ ($11.2M, 4.37%), SPY ($8.9M, 3.46%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$15.8M6.16%78,806Trimmed
2XLKSELECT SECTOR SPDR TR$12.8M4.98%67,001Added
3PAVEGLOBAL X FDS$12.6M4.90%213,126Added
4QQQINVESCO QQQ TR$11.2M4.37%15,157Added
5SPYSTATE STR SPDR S&P 500 ETF T$8.9M3.46%11,867Added
6STRVEA SERIES TRUST$7.5M2.93%155,447Added
7PHOINVESCO EXCHANGE TRADED FD T$6.7M2.61%96,853Trimmed
8HACKAMPLIFY ETF TR$6.6M2.56%62,415Trimmed
9RSPINVESCO EXCHANGE TRADED FD T$5.7M2.23%26,861Trimmed
10XLPSELECT SECTOR SPDR TR$5.7M2.21%68,203Added
11CWBSPDR SERIES TRUST$5.4M2.12%50,263Added
12QTUMETF SER SOLUTIONS$5.3M2.06%31,894Added
13DONWISDOMTREE TR$4.5M1.76%79,919Added
14AMDADVANCED MICRO DEVICES INC$4.1M1.59%6,981Added
15BOTZGLOBAL X FDS$4.0M1.57%106,034Added
16XITKSPDR SERIES TRUST$3.9M1.51%19,776Trimmed
17DBEFDBX ETF TR$3.8M1.50%70,377Added
18IBMINTERNATIONAL BUSINESS MACHS$3.7M1.46%13,322Trimmed
19SDYSPDR SERIES TRUST$3.6M1.41%23,658Trimmed
20XBISPDR SERIES TRUST$3.5M1.36%21,992Added
21AMZNAMAZON COM INC$3.3M1.29%13,845Added
22SPXXNUVEEN S&P 500 DYNAMIC OVERW$3.1M1.21%166,576Trimmed
23CIBRFIRST TR EXCHANGE-TRADED FD$3.1M1.20%34,239Added
24MINTPIMCO ETF TR$3.0M1.18%30,041Added
25AAPLAPPLE INC$2.9M1.14%10,053Trimmed

Source: SEC Form 13F filings · as of 2026-06-30