SAGE ADVISORS, LLC

Q3 2025 13F Holdings

  • Location
    boulder, CO
  • Num holdings

    39

  • Value ($000)

    $139,558

  • Date Filed
    10/22/2025
  • Form type
    13F-HR
  • CIK
    0002032121
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
OBDC
OBDC

BLUE OWL CAPITAL CORPORATION

COM
69121K104
$28.14 M
20 %

2,203,744

ARCC
ARCC

ARES CAPITAL CORP

COM
04010L103
$21.10 M
15 %

1,033,978

BNL
BNL

BROADSTONE NET LEASE INC

COM
11135E203
$15.88 M
11 %

888,730

LLY
LLY

ELI LILLY & CO

COM
532457108
$14.83 M
11 %

19,430

AAPL
AAPL

APPLE INC

COM
037833100
$6.81 M
5 %

26,758

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.76 M
4 %

26,213

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$5.12 M
4 %

10,175

MO
MO

ALTRIA GROUP INC

COM
02209S103
$4.33 M
3 %

65,567

OKE
OKE

ONEOK INC NEW

COM
682680103
$4.00 M
3 %

54,873

NLY
NLY

ANNALY CAPITAL MANAGEMENT IN

COM NEW
035710839
$3.95 M
3 %

195,546

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