You're signed outSign in or to get full access.
Sage Advisors, LLC
SAGE ADVISORS, LLC is a Colorado-based investment adviser registered since 2021 and headquartered in Boulder, CO. The firm manages investment portfolios for individuals, high net worth clients, charitable organizations, pension and profit-sharing plans, and corporations. As of 2025, SAGE ADVISORS operates with a small team and focuses on providing personalized investment advisory and management services.
Investment Strategy
SAGE ADVISORS, LLC implements a client-focused investment strategy centered on portfolio management for high net worth individuals and select institutions. The firm actively manages diversified holdings in public equities, with significant allocations to sectors such as business development companies, pharmaceuticals, and technology. Portfolio adjustments are made quarterly based on market analysis and client objectives, emphasizing risk management and long-term value creation.
Latest 13F Filing Activity
Sage Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 38 equity positions with a total 13F market value of $140M. The fund increased holdings in Annaly Capital Management in, Broadstone Net Lease Inc., Apple Inc. among other positions. Sage Advisors, LLC reduced exposure to Enterprise Prods Partners L, Blue Owl Capital Corporation, Ares Capital Corp. among others.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O OBDC | BLUE OWL CAPITAL CORPORATION | 20.16% | $28.1M | 2,203,744 | $14.82 | $12.77 | -$3.7M |
A ARCC | ARES CAPITAL CORP | 15.12% | $21.1M | 1,033,978 | $20.45 | $20.41 | -$2.1M |
B BNL | BROADSTONE NET LEASE INC | 11.38% | $15.9M | 888,730 | $17.26 | $17.87 | +$1.5M |
L LLY | ELI LILLY & CO | 10.62% | $14.8M | 19,430 | $626.24 | $763.00 | +$34.2K |
A AAPL | APPLE INC | 4.88% | $6.8M | 26,758 | $195.55 | $254.63 | +$1.3M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more