SAGE ADVISORS, LLC

Q4 2025 13F Holdings

  • Location
    boulder, CO
  • Num holdings

    48

  • Value ($000)

    $150,836

  • Date Filed
    01/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
O
OBDC

BLUE OWL CAPITAL CORPORATION

COM
69121K104
$25.63M
17 %

2,061,949

L
LLY

ELI LILLY & CO

COM
532457108
$20.85M
14 %

19,397

A
ARCC

ARES CAPITAL CORP

COM
04010L103
$19.33M
13 %

955,548

B
BNL

BROADSTONE NET LEASE INC

COM
11135E203
$14.98M
10 %

862,316

N
NLY

ANNALY CAPITAL MANAGEMENT IN

COM NEW
035710839
$7.17M
5 %

320,533

A
AAPL

APPLE INC

COM
037833100
$7.15M
5 %

26,291

A
AMZN

AMAZON COM INC

COM
023135106
$6.68M
4 %

28,943

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.91M
3 %

9,763

M
MO

ALTRIA GROUP INC

COM
02209S103
$4.25M
3 %

73,670

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.82M
3 %

20,486

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