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Filers›Family Office›Sage Capital Advisors,llc
DOSSIER · 13F-HR · Q1 2026

Sage Capital Advisors,llc

Sage's family office based in San Francisco, CA — $431M in tracked AUM across 129 positions as of Q1 2026.

S
Sage·San Francisco, CA·Family Office
CIK 0001714107 · last filed Mar 31, 2026
Total AUM
$431M
▲ 13.2%
vs prior
Holdings
129
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
35% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Sage Capital Advisors,llc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$37M146K8.6%
02
GOOGL
ALPHABET INC
$20M70K4.7%
03
AMZN
AMAZON COM INC
$15M73K3.5%
04
MSFT
MICROSOFT CORP
$14M38K3.3%
05
VZ
VERIZON COMMUNICATIONS INC
$12M241K2.8%
06
NVDA
NVIDIA CORPORATION
$12M68K2.8%
07
SPY
STATE STR SPDR S&P 500 ETF T
$11M18K2.7%
08
JNJ
JOHNSON & JOHNSON
$11M46K2.6%
09
HAL
HALLIBURTON CO
$11M278K2.5%
10
PEP
PEPSICO INC
$10M63K2.3%

Filing history

Filing history loading…
AI Agent · grounded in Sage
haiku-4-5 · 129 positions indexed
Sector mix
  • Tech35%
  • Financials9%
  • Health Care9%
  • Cons. Disc.6%
  • Industrials27%
  • Energy14%
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