§ 13F · FUND PROFILE
SAGE ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $140.1T (13F)Positions · 36Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | OBDC | BLUE OWL CAPITAL CORPORATION | 2.06M | $25.6T | 17.0% | −6% |
| 2 | LLY | ELI LILLY & CO | 19K | $20.8T | 13.8% | ±0% |
| 3 | ARCC | ARES CAPITAL CORP | 956K | $19.3T | 12.8% | −8% |
| 4 | BNL | BROADSTONE NET LEASE INC | 862K | $15.0T | 9.9% | −3% |
| 5 | NLY | ANNALY CAPITAL MANAGEMENT IN | 321K | $7.2T | 4.8% | +64% |
| 6 | AAPL | APPLE INC | 26K | $7.1T | 4.7% | −2% |
| 7 | AMZN | AMAZON COM INC | 29K | $6.7T | 4.4% | +10% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 10K | $4.9T | 3.3% | −4% |
| 9 | MO | ALTRIA GROUP INC | 74K | $4.2T | 2.8% | +12% |
| 10 | NVDA | NVIDIA CORPORATION | 20K | $3.8T | 2.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGE SIGNAL
AC read
SAGE ADVISORS, LLC is a Other fund managing $140086.1 trillion in assets. The fund runs a portfolio of 36 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed