SA

SAGE ADVISORS, LLC

13F
SAGE ADVISORS, LLC
Last update 2025-04-25 32 Stocks (6 new)
Value $142.00 Mil Turnover 7 %
Countries:
Top Holdings: OBDC(22.09%)ARCC(15.57%)BNL(10.88%)LLY(10.87%)AAPL(7.04%)
Summary Stock Picks Current Portfolio
SAGE ADVISORS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
OBDC
Blue Owl Capital Corp
2,142,133
31,403.7
+3.22%
22.090
+0.69%
0.420
+19.20%
+1.20%
7,403.8
Asset Management
ARCC
Ares Capital Corp
998,486
22,126.5
+3.50%
15.570
+0.53%
0.150
+21.51%
+7.38%
15,607.5
Asset Management
BNL
Broadstone Net Lease Inc
907,936
15,471.2
-0.88%
10.880
-0.10%
0.480
+10.72%
+4.54%
3,026.2
REITs
LLY
Eli Lilly and Co
18,704
15,447.6
+2.50%
10.870
+0.27%
0.000
+8.97%
+2.69%
709,022.6
Drug Manufacturers
AAPL
Apple Inc
45,056
10,008.4
+2.17%
7.040
+0.15%
0.000
+22.31%
-15.69%
3,145,634.3
Hardware
EPD
Enterprise Products Partners LP
190,203
6,493.5
+2.13%
4.570
+0.10%
0.010
+10.37%
+4.02%
68,428.9
Oil & Gas
AMZN
Amazon.com Inc
28,390
5,401.5
+2.75%
3.800
+0.10%
0.000
+29.14%
+0.46%
2,339,748.5
Retail - Cyclical
OKE
ONEOK Inc
52,455
5,204.6
-7.55%
3.660
-0.32%
0.010
+4.00%
-17.59%
50,495.3
Oil & Gas
BRK.B
Berkshire Hathaway Inc
9,321
4,964.2
+1.39%
3.490
+0.05%
0.000
-2.97%
+5.46%
1,030,885.7
Insurance
FSK
FS KKR Capital Corp
213,431
4,471.4
New Holding
3.150
+3.15%
0.080
+22.64%
+4.81%
5,959.8
Asset Management

SAGE ADVISORS, LLC's Historical Top Holdings Breakdowns

SAGE ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FSK
FS KKR Capital Corp
2025-03-31
New Buy
New Buy
+3.15%
●
20.47 ($22.36) 24.06
$21.27
-4.87%
New holding
213,431
213,431
OBDC
Blue Owl Capital Corp
2025-03-31
Add
Add
+0.69%
●
14.08 ($15.02) 15.64
$14.48
-3.59%
Add 3.22%
2,142,133
66,803
ARCC
Ares Capital Corp
2025-03-31
Add
Add
+0.53%
●
21.28 ($22.7) 23.81
$22.46
-1.05%
Add 3.5%
998,486
33,798
OWL
Blue Owl Capital Inc
2025-03-31
New Buy
New Buy
+0.35%
●
18.49 ($22.49) 26.68
$19.38
-13.83%
New holding
24,967
24,967
OKE
ONEOK Inc
2025-03-31
Reduce
Reduce
-0.32%
●
89.57 ($99.27) 109.85
$81.02
-18.38%
Reduce -7.55%
52,455
-4,284
ARES
Ares Management Corp
2025-03-31
Add
Add
+0.28%
●
140.19 ($172.79) 198.22
$176.45
2.12%
Add 186.27%
4,211
2,740
PLTR
Palantir Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.28%
●
64.98 ($87.82) 124.62
$137.42
56.48%
Sold Out
0
-4,880
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.27%
●
725.72 ($832.09) 929.72
$790.47
-5.00%
Add 2.5%
18,704
456
COIN
Coinbase Global Inc
2025-03-31
New Buy
New Buy
+0.25%
●
172.23 ($242.13) 301.3
$351.57
45.20%
New holding
2,078
2,078
CRM
Salesforce Inc
2025-03-31
New Buy
New Buy
+0.25%
●
268.36 ($311.03) 359.95
$275.05
-11.57%
New holding
1,336
1,336

SAGE ADVISORS, LLC Total Holding History ($B)

To

SAGE ADVISORS, LLC's Asset Allocation

To

SAGE ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SAGE ADVISORS, LLC's Hypothetical Growth since 2025-03-31

SAGE ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SAGE ADVISORS, LLC's Holdings Heat Map

Size field:

SAGE ADVISORS, LLC's Holdings Bubble Chart

SAGE ADVISORS, LLC News

  • 1

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