Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sugar Maple Asset Management, LLC (CIK 2012673) reported $164.8M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLD ($15.6M, 9.50%), AGG ($13.0M, 7.92%), ABBV ($12.3M, 7.45%), TFLO ($12.2M, 7.42%), IVV ($9.8M, 5.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $15.6M | 9.50% | 36,356 | Added |
| 2 | AGG | ISHARES TR | $13.0M | 7.92% | 131,390 | New |
| 3 | ABBV | ABBVIE INC | $12.3M | 7.45% | 56,467 | Trimmed |
| 4 | TFLO | ISHARES TR | $12.2M | 7.42% | 241,455 | Added |
| 5 | IVV | ISHARES TR | $9.8M | 5.97% | 15,061 | Added |
| 6 | SLV | ISHARES SILVER TR | $8.3M | 5.04% | 121,740 | Added |
| 7 | STIP | ISHARES TR | $8.2M | 5.00% | 79,596 | Added |
| 8 | ABT | ABBOTT LABORATORIES | $6.9M | 4.18% | 67,002 | Trimmed |
| 9 | SHY | ISHARES TR | $6.5M | 3.96% | 78,918 | Added |
| 10 | CLOI | VANECK ETF TRUST | $4.0M | 2.44% | 76,231 | Trimmed |
| 11 | USMV | ISHARES TR | $3.2M | 1.95% | 34,651 | Trimmed |
| 12 | FDRR | FIDELITY COVINGTON TRUST | $3.1M | 1.91% | 53,547 | Trimmed |
| 13 | SLQD | ISHARES TR | $2.9M | 1.73% | 56,459 | Trimmed |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $2.8M | 1.71% | 13,125 | Trimmed |
| 15 | OAKM | HARRIS OAKMARK ETF TRUST | $2.7M | 1.66% | 99,411 | Added |
| 16 | SDY | SPDR SERIES TRUST | $2.7M | 1.66% | 18,772 | Trimmed |
| 17 | FBND | FIDELITY MERRIMACK STR TR | $2.5M | 1.53% | 55,170 | Added |
| 18 | VXX | BARCLAYS BANK PLC | $2.4M | 1.48% | 68,225 | Added |
| 19 | BKDV | BNY MELLON ETF TRUST II | $2.3M | 1.39% | 76,942 | Added |
| 20 | NIC | NICOLET BANKSHARES INC | $2.1M | 1.25% | 13,912 | Hold |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $1.8M | 1.11% | 2,803 | Trimmed |
| 22 | DOG | PROSHARES TR | $1.5M | 0.93% | 63,000 | Trimmed |
| 23 | LNT | ALLIANT ENERGY CORP | $1.4M | 0.88% | 20,183 | Hold |
| 24 | FELG | FIDELITY COVINGTON TRUST | $1.4M | 0.86% | 37,776 | New |
| 25 | ZALT | INNOVATOR ETFS TRUST | $1.4M | 0.86% | 43,545 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31