Sage Mountain Advisors LLC Reduced Holdings in Q4 2025

Sage Mountain Advisors LLC

  • $1.83 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
-576
- 33.94%
$330.59 - $353.77 $190K - $204K
1.12K $385K
MSI
Motorola Solutions, Inc.

Technology
-266
- 22.89%
$379.98 - $462.26 $101K - $123K
896 $340K
TMUS
T Mobile Us, Inc.

Communication Services
-396
- 9.19%
$201.01 - $233.26 $79.6K - $92.4K
3.91K $844K
LOW
Lowes Companies Inc

Consumer Cyclical
-71
- 1.1%
$225.0 - $247.99 $16K - $17.6K
6.37K $1.43M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-741
- 8.04%
$280.66 - $305.09 $208K - $226K
8.47K $2.39M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-11.7K
- 56.0%
$13.49 - $14.59 $157K - $170K
9.15K $129K
NVO
Novo Nordisk A S

Healthcare
-2.63K
- 35.5%
$45.68 - $59.65 $120K - $157K
4.77K $231K
UBER
Uber Technologies, Inc

Technology
-1.05K
- 8.12%
$91.62 - $100.1 $96.4K - $105K
11.9K $1.09M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-103
- 4.86%
$252.87 - $320.26 $26K - $33K
2.02K $510K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-19
- 0.05%
$84.38 - $93.6 $1.6K - $1.78K
36.2K $3.23M
OMFL
Invesco Exchange Traded Self I

ETFs
-1.39K
- 1.14%
$59.09 - $61.05 $82.3K - $85K
121K $7.2M
VLO
Valero Energy Corp

Energy
-1.07K
- 40.13%
$156.39 - $181.76 $167K - $194K
1.6K $289K
FSS
Federal Signal Corp

Industrials
-1.16K
- 30.06%
$109.74 - $129.76 $127K - $150K
2.69K $295K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-553
- 2.86%
$475.68 - $513.11 $263K - $284K
18.8K $9.55M
FAST
Fastenal CO

Industrials
-2.39K
- 32.3%
$40.45 - $48.17 $96.5K - $115K
5K $202K
SYK
Stryker Corp

Healthcare
-384
- 18.87%
$353.81 - $388.35 $136K - $149K
1.65K $594K
UPS
United Parcel Service Inc

Industrials
-2.93K
- 26.51%
$82.87 - $97.4 $243K - $286K
8.13K $765K
TXN
Texas Instruments Inc

Technology
-803
- 10.97%
N/A
6.52K $1.27M
SJM
J M Smucker CO

Consumer Defensive
-1.44K
- 39.7%
$101.21 - $110.3 $146K - $159K
2.19K $239K
GPC
Genuine Parts CO

Consumer Cyclical
-913
- 30.84%
$122.69 - $140.39 $112K - $128K
2.05K $260K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-717
- 8.78%
$91.7 - $105.68 $65.7K - $75.8K
7.45K $735K
DASH
Door Dash, Inc.

Communication Services
-40
- 1.92%
$195.21 - $281.74 $7.81K - $11.3K
2.05K $423K
FTNT
Fortinet, Inc.

Technology
-254
- 0.37%
$80.54 - $87.52 $20.5K - $22.2K
68.4K $5.63M
LEN
Lennar Corp

Consumer Cyclical
-1.02K
- 27.38%
$117.91 - $130.07 $120K - $132K
2.7K $326K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-525
- 20.02%
$178.37 - $198.46 $93.6K - $104K
2.1K $385K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.32K
- 3.71%
$100.37 - $100.72 $132K - $133K
34.2K $3.44M
WFC
Wells Fargo & Company

Financial Services
-1.51K
- 6.1%
$77.62 - $87.3 $117K - $132K
23.2K $1.94M
COF
Capital One Financial Corp

Financial Services
-516
- 19.25%
$201.01 - $225.01 $104K - $116K
2.16K $434K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-845
- 8.6%
$136.06 - $140.64 $115K - $119K
8.99K $1.24M
EEM
Ishares Msci Emerging Markets

ETFs
-2.59K
- 47.18%
$51.94 - $56.01 $135K - $145K
2.9K $159K
SHW
Sherwin Williams CO

Basic Materials
-325
- 17.94%
$330.74 - $354.45 $107K - $115K
1.49K $493K
INTU
Intuit Inc

Technology
-99
- 5.74%
$641.79 - $683.39 $63.5K - $67.7K
1.63K $1.05M
DIS
Walt Disney CO

Communication Services
-424
- 4.52%
$105.69 - $116.65 $44.8K - $49.5K
8.95K $946K
AMP
Ameriprise Financial Inc

Financial Services
-139
- 10.9%
$440.8 - $497.79 $61.3K - $69.2K
1.14K $500K
WMT
Walmart Inc.

Consumer Defensive
-1.14K
- 2.69%
$101.18 - $109.03 $115K - $124K
41.3K $4.26M
PANW
Palo Alto Networks Inc

Technology
-632
- 13.46%
$204.77 - $221.38 $129K - $140K
4.06K $833K
GE
General Electric CO

Industrials
-386
- 5.09%
$291.49 - $314.28 $113K - $121K
7.19K $2.16M
CI
Cigna Corp

Healthcare
-326
- 17.36%
$244.41 - $311.0 $79.7K - $101K
1.55K $421K
HON
Honeywell International Inc

Industrials
-194
- 3.48%
$194.07 - $220.67 $37.6K - $42.8K
5.38K $1.05M
GIS
General Mills Inc

Consumer Defensive
-1.8K
- 16.76%
$45.98 - $50.93 $82.8K - $91.7K
8.95K $424K
MPWR
Monolithic Power Systems Inc

Technology
-125
- 28.09%
$904.44 - $1105.05 $113K - $138K
320 $294K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.07K
- 10.23%
$29.81 - $42.36 $31.9K - $45.3K
9.39K $296K
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.42%
$3576.14 - $4253.71 $3.58K - $4.25K
238 $917K
MCD
Mcdonalds Corp

Consumer Cyclical
-357
- 6.36%
$293.81 - $310.11 $105K - $111K
5.25K $1.6M
SHOP
Shopify Inc.

Technology
-641
- 25.31%
$146.04 - $179.01 $93.6K - $115K
1.89K $276K
LMT
Lockheed Martin Corp

Industrials
-103
- 5.93%
$452.1 - $514.24 $46.6K - $53K
1.64K $769K
NEM
Newmont Corp

Basic Materials
-1.48K
- 13.25%
$78.63 - $98.27 $116K - $145K
9.69K $843K
URI
United Rentals, Inc.

Industrials
-37
- 8.15%
$806.61 - $1020.0 $29.8K - $37.7K
417 $336K
CSX
Csx Corp

Industrials
-2.35K
- 16.41%
$34.88 - $36.67 $82K - $86.2K
12K $417K
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
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