Sage Mountain Advisors LLC Purchases in Q3 2025

Sage Mountain Advisors LLC

  • $1.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SF
Stifel Financial Corp

Financial Services
141
+ 5.52%
$105.26 - $116.4 $14.8K - $16.4K
2.69K $305K
BXP
Boston Properties Inc

Real Estate
232
+ 6.99%
$62.11 - $78.93 $14.4K - $18.3K
3.55K $263K
CL
Colgate Palmolive CO

Consumer Defensive
1.23K
+ 23.05%
$79.36 - $93.33 $97.3K - $114K
6.55K $523K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
536
+ 2.94%
$14.53 - $17.13 $7.79K - $9.18K
18.8K $314K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
10.2K
New
$3.0 - $4.42 $30.5K - $44.9K
10.2K $39K
APD
Air Products & Chemicals, Inc.

Basic Materials
203
+ 11.44%
$265.78 - $299.3 $54K - $60.8K
1.98K $539K
SPGI
S&P Global Inc.

Financial Services
234
+ 12.38%
$484.94 - $564.15 $113K - $132K
2.12K $1.03M
AON
Aon PLC

Financial Services
105
+ 7.45%
$350.91 - $375.27 $36.8K - $39.4K
1.52K $540K
UL
Unilever PLC

Consumer Defensive
720
+ 18.21%
$58.43 - $65.01 $42.1K - $46.8K
4.67K $277K
HST
Host Hotels & Resorts, Inc.

Real Estate
915
+ 7.52%
$15.27 - $17.68 $14K - $16.2K
13.1K $222K
SHW
Sherwin Williams CO

Basic Materials
83
+ 4.8%
$330.88 - $375.23 $27.5K - $31.1K
1.81K $627K
VNQ
Vanguard Specialized Funds Van

ETFs
229
+ 6.1%
$88.47 - $93.24 $20.3K - $21.4K
3.98K $364K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
355
+ 17.49%
$62.09 - $66.51 $22K - $23.6K
2.39K $155K
COST
Costco Wholesale Corp

Consumer Defensive
253
+ 7.95%
$915.95 - $994.57 $232K - $252K
3.44K $3.18M
PGR
Progressive Corp

Financial Services
464
+ 10.73%
$238.61 - $264.3 $111K - $123K
4.79K $1.18M
NVO
Novo Nordisk A S

Healthcare
1.86K
+ 33.56%
$45.38 - $71.7 $84.3K - $133K
7.39K $410K
TECH
Bio Techne Corp

Healthcare
128
+ 2.87%
$49.87 - $58.78 $6.38K - $7.52K
4.59K $255K
PCAR
Paccar Inc

Industrials
151
+ 5.25%
$92.91 - $102.86 $14K - $15.5K
3.03K $297K
IWN
Ishares Russell2000 Val ETF

ETFs
31
+ 3.47%
$157.1 - $178.94 $4.87K - $5.55K
925 $163K
WIT
Wipro LTD

Technology
9.68K
+ 90.0%
$2.63 - $3.11 $25.5K - $30.1K
20.4K $53K
ECL
Ecolab Inc.

Basic Materials
45
+ 2.49%
$259.39 - $285.47 $11.7K - $12.8K
1.85K $506K
AJG
Arthur J. Gallagher & Co.

Financial Services
100
+ 8.14%
$284.17 - $319.49 $28.4K - $31.9K
1.33K $411K
ADI
Analog Devices Inc

Technology
2
+ 0.09%
$220.68 - $255.63 $441 - $511
2.25K $553K
OEF
Ishares S&P 100 ETF

ETFs
59
+ 125.53%
N/A
106 $28K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
80
+ 1.31%
$23.82 - $25.84 $1.91K - $2.07K
6.21K $159K
DLR
Digital Realty Trust, Inc.

Real Estate
95
+ 4.18%
$161.21 - $180.02 $15.3K - $17.1K
2.37K $409K
LYG
Lloyds Banking Group PLC

Financial Services
998
+ 4.21%
$4.03 - $4.63 $4.02K - $4.62K
24.7K $112K
HAS
Hasbro, Inc.

Consumer Cyclical
25
+ 0.48%
$73.92 - $81.85 $1.85K - $2.05K
5.27K $399K
PODD
Insulet Corp

Healthcare
33
+ 4.65%
$277.3 - $352.82 $9.15K - $11.6K
743 $229K
SBUX
Starbucks Corp

Consumer Cyclical
857
+ 8.84%
$81.9 - $96.86 $70.2K - $83K
10.6K $892K
CAH
Cardinal Health Inc

Healthcare
183
+ 7.29%
$146.04 - $167.63 $26.7K - $30.7K
2.7K $423K
UYLD
Angel Oak Fds Tr Ultrashort In
48.7K
+ 80.67%
N/A
109K $0
Vanguard Instl Index Fd
25.6K
New
N/A
25.6K $0
Lam Research Corp
7.63K
+ 144.26%
N/A
12.9K $0
Ge Vernova Inc
89
+ 4.63%
N/A
2.01K $0
Blackrock Inc
363
+ 25.78%
N/A
1.77K $0
Grayscale Bitcoin Mini Tr Et
9.98K
New
N/A
9.98K $0
Labcorp Holdings Inc
934
New
N/A
934 $0
Qmmm Holdings LTD
2.28K
New
N/A
2.28K $0
Bitmine Immersion Tecnologie
13.5K
New
N/A
13.5K $0
CRH.L
Crh PLC

Basic Materials
2.29K
New
N/A
2.29K $0
Linde PLC
916
+ 28.83%
N/A
4.09K $0
Paramount Skydance Corp
13.6K
New
N/A
13.6K $0
Te Connectivity PLC
1.33K
New
N/A
1.33K $0
Ishares Ethereum Tr
22.2K
New
N/A
22.2K $0
James Hardie Inds PLC
12K
New
N/A
12K $0
Arista Networks Inc
1.92K
+ 31.2%
N/A
8.07K $0
Ferguson Enterprises Inc
951
New
N/A
951 $0
Canadian Pacific Kansas City
34
+ 1.2%
N/A
2.86K $0
Activity Summary
Buys All Purchases 320 New Holdings 81 Increased Positions 239 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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