Sage Mountain Advisors LLC New Holdings in Q4 2025

Sage Mountain Advisors LLC

  • $1.83 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
590K
New
$50.85 - $51.0 $30M - $30.1M
590K $30M
BK
Bank Of New York Mellon Corp

Financial Services
7.61K
New
$104.54 - $112.64 $795K - $857K
7.61K $840K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.67K
New
$256.75 - $275.06 $687K - $736K
2.67K $721K
D
Dominion Energy, Inc

Utilities
9.12K
New
$58.49 - $61.69 $533K - $562K
9.12K $552K
NI
Nisource Inc.

Utilities
11.3K
New
$42.11 - $44.17 $475K - $499K
11.3K $484K
FDX
Fedex Corp

Industrials
1.76K
New
$224.63 - $268.67 $396K - $473K
1.76K $466K
IFRA
Ishares Tr

ETFs
7.68K
New
$52.02 - $54.04 $400K - $415K
7.68K $400K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
6.12K
New
N/A
6.12K $396K
PWR
Quanta Services, Inc.

Industrials
878
New
$412.21 - $453.83 $362K - $398K
878 $376K
SYF
Synchrony Financial

Financial Services
4.84K
New
$68.02 - $75.49 $329K - $365K
4.84K $353K
PEG
Public Service Enterprise Group Inc

Utilities
3.9K
New
$79.86 - $84.83 $312K - $331K
3.9K $323K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.44K
New
$127.65 - $142.97 $311K - $349K
2.44K $315K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.96K
New
$85.04 - $106.29 $252K - $315K
2.96K $310K
EMR
Emerson Electric CO

Industrials
2.41K
New
$126.01 - $140.03 $304K - $338K
2.41K $307K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.29K
New
$122.36 - $133.85 $280K - $306K
2.29K $306K
IFF
International Flavors & Fragrances Inc

Basic Materials
4.64K
New
$59.55 - $67.43 $276K - $313K
4.64K $305K
OMC
Omnicom Group Inc.

Communication Services
4.11K
New
$72.23 - $81.23 $297K - $334K
4.11K $296K
TRV
Travelers Companies, Inc.

Financial Services
1.03K
New
$261.57 - $287.42 $269K - $296K
1.03K $295K
AME
Ametek Inc

Industrials
1.52K
New
$179.28 - $202.11 $272K - $307K
1.52K $293K
AVY
Avery Dennison Corp

Industrials
1.67K
New
$157.49 - $186.28 $264K - $312K
1.67K $289K
TER
Teradyne, Inc

Technology
1.69K
New
$132.08 - $187.59 $223K - $317K
1.69K $287K
WAT
Waters Corp

Healthcare
755
New
$318.35 - $387.37 $240K - $292K
755 $286K
FOXA
Fox Corp

Communication Services
4.4K
New
$57.0 - $66.71 $251K - $293K
4.4K $285K
AEP
American Electric Power CO Inc

Utilities
2.33K
New
$112.75 - $122.73 $262K - $285K
2.33K $282K
BALL
Ball Corp

Consumer Cyclical
5.6K
New
$46.41 - $50.48 $260K - $283K
5.6K $266K
PCG
Pg&E Corp

Utilities
16.1K
New
$15.63 - $16.81 $252K - $271K
16.1K $265K
ALB
Albemarle Corp

Basic Materials
2.29K
New
$84.47 - $115.14 $194K - $264K
2.29K $264K
APO
Apollo Global Management, Inc.

Financial Services
2.02K
New
$118.22 - $133.75 $238K - $270K
2.02K $263K
SOXX
Ishares Semiconductor ETF

ETFs
913
New
$271.99 - $309.6 $248K - $283K
913 $263K
MOH
Molina Healthcare, Inc.

Healthcare
1.85K
New
$137.54 - $203.26 $254K - $376K
1.85K $254K
HII
Huntington Ingalls Industries, Inc.

Industrials
806
New
$280.02 - $324.19 $226K - $261K
806 $253K
JKHY
Henry Jack & Associates Inc

Technology
1.52K
New
$146.26 - $167.17 $222K - $253K
1.52K $248K
CTAS
Cintas Corp

Industrials
1.3K
New
$182.04 - $203.64 $236K - $264K
1.3K $242K
DOV
Dover Corp

Industrials
1.28K
New
$161.16 - $183.97 $205K - $235K
1.28K $233K
MCO
Moodys Corp

Financial Services
488
New
$468.56 - $495.08 $229K - $242K
488 $233K
CHTR
Charter Communications, Inc.

Communication Services
1.15K
New
$201.84 - $282.74 $232K - $325K
1.15K $231K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.71K
New
$79.54 - $103.8 $215K - $281K
2.71K $224K
CPT
Camden Property Trust

Real Estate
2.17K
New
$97.58 - $105.59 $211K - $229K
2.17K $222K
JBHT
Hunt J B Transport Services Inc

Industrials
1.34K
New
$132.68 - $172.64 $178K - $232K
1.34K $218K
TM
Toyota Motor Corp

Consumer Cyclical
1.08K
New
$185.22 - $211.24 $200K - $228K
1.08K $214K
TAP
Molson Coors Beverage CO

Consumer Defensive
4.61K
New
$43.22 - $47.33 $199K - $218K
4.61K $213K
AIZ
Assurant, Inc.

Financial Services
924
New
$207.7 - $228.59 $192K - $211K
924 $211K
FSLR
First Solar, Inc.

Technology
808
New
$223.36 - $277.39 $180K - $224K
808 $204K
EFX
Equifax Inc

Industrials
967
New
$204.19 - $253.84 $197K - $245K
967 $200K
CIEN
Ciena Corp

Technology
1.04K
New
$151.45 - $209.52 $157K - $217K
1.04K $198K
BDX
Becton Dickinson & CO

Healthcare
1.04K
New
$176.39 - $193.93 $183K - $201K
1.04K $198K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
372
New
$506.07 - $566.91 $188K - $211K
372 $196K
ON
On Semiconductor Corp

Technology
4.14K
New
$45.74 - $55.08 $189K - $228K
4.14K $194K
CCL
Carnival Corp

Consumer Cyclical
7.45K
New
$26.02 - $30.0 $194K - $223K
7.45K $193K
Activity Summary
Buys All Purchases 233 New Holdings 60 Increased Positions 173 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sage Mountain Advisors LLC Portfolio

Follow Sage Mountain Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Mountain Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Mountain Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email