Sage Mountain Advisors LLC
Follow13F filer, CIK 1832274, ATLANTA, GA
Sage Mountain Advisors LLC reported $1,428,885,490 across 281 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 67.63% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-008901
- Period
- 2026-03-31
- Reported value
- $1.43B
- Holdings
- 281
- Top 10 weight
- 67.63%
- New
- 13
- Sold out
- 291
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| JAAAadded | +152,469 | $7.68M |
| JMBSadded | +144,459 | $6.53M |
| IQLTadded | +125,570 | $5.81M |
| GBDCadded | +395,339 | $5M |
| VGITadded | +74,084 | $4.41M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NVDAreduced | -179,778 | -$31.4M |
| AAPLreduced | -117,132 | -$29.7M |
| MSFTreduced | -61,759 | -$22.9M |
| AMZNreduced | -70,675 | -$14.7M |
| GOOGLreduced | -49,124 | -$14.1M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 281 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| CHDCHURCH & DWIGHT CO INC | 143,337 | $12M | shares |
| HDHOME DEPOT INC | 11,241 | $3.87M | shares |
| ABBVABBVIE INC | 16,457 | $3.76M | shares |
| MAMASTERCARD INCORPORATED | 6,221 | $3.55M | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 36,204 | $3.45M | shares |
| ORCLORACLE CORP | 15,102 | $2.94M | shares |
| UNHUNITEDHEALTH GROUP INC | 8,289 | $2.74M | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 14,729 | $2.62M | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 8,762 | $2.6M | shares |
| PGPROCTER & GAMBLE CO | 18,074 | $2.59M | shares |
| MUMICRON TECHNOLOGY INC | 8,030 | $2.29M | shares |
| AMDADVANCED MICRO DEVICES INC | 10,651 | $2.28M | shares |
| GEGE AEROSPACE | 7,194 | $2.22M | shares |
| WFCWELLS FARGO & CO | 23,217 | $2.16M | shares |
| CCITIGROUP INC | 18,045 | $2.11M | shares |
| LRCXLAM RESEARCH CORP | 12,292 | $2.1M | shares |
| RTXRTX CORPORATION | 11,033 | $2.02M | shares |
| PMPHILIP MORRIS INTL INC | 12,519 | $2.01M | shares |
| ABTABBOTT LABORATORIES | 15,302 | $1.92M | shares |
| AMATAPPLIED MATLS INC | 7,306 | $1.88M | shares |
| BLKBLACKROCK INC | 1,689 | $1.81M | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 3,108 | $1.8M | shares |
| NEENEXTERA ENERGY INC | 22,003 | $1.77M | shares |
| APHAMPHENOL CORP | 13,039 | $1.76M | shares |
| MCDMCDONALDS CORP | 5,253 | $1.61M | shares |
| PEPPEPSICO INC | 10,982 | $1.58M | shares |
| ACNACCENTURE PLC IRELAND | 5,692 | $1.53M | shares |
| KLACKLA CORP | 1,220 | $1.48M | shares |
| ISRGINTUITIVE SURGICAL INC | 2,526 | $1.43M | shares |
| MSMORGAN STANLEY | 7,931 | $1.41M | shares |
| CRMSALESFORCE INC | 5,155 | $1.37M | shares |
| GEVGE VERNOVA INC | 2,080 | $1.36M | shares |
| LINLINDE PLC | 3,184 | $1.36M | shares |
| TAT&T INC | 51,223 | $1.27M | shares |
| SPGIS&P GLOBAL INC | 2,299 | $1.2M | shares |
| TXNTEXAS INSTRS INC | 6,518 | $1.13M | shares |
| FITBFIFTH THIRD BANCORP | 24,113 | $1.13M | shares |
| CMICUMMINS INC | 2,131 | $1.09M | shares |
| GILDGILEAD SCIENCES INC | 8,797 | $1.08M | shares |
| INTUINTUIT | 1,625 | $1.08M | shares |
| BKNGBOOKING HOLDINGS INC | 199 | $1.07M | shares |
| ANETARISTA NETWORKS INC | 8,098 | $1.06M | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 10,243 | $1.02M | shares |
| DISDISNEY WALT CO | 8,953 | $1.02M | shares |
| WMBWILLIAMS COS INC | 16,691 | $1M | shares |
| PGRPROGRESSIVE CORP | 4,388 | $999K | shares |
| CBCHUBB LIMITED | 3,169 | $989K | shares |
| MCKMCKESSON CORP | 1,205 | $988K | shares |
| UNPUNION PAC CORP | 4,248 | $983K | shares |
| UBERUBER TECHNOLOGIES INC | 11,897 | $972K | shares |
| NEMNEWMONT CORP | 9,685 | $967K | shares |
| JCIJOHNSON CONTROLS INTERNATION | 8,000 | $958K | shares |
| DEDEERE & CO | 2,057 | $958K | shares |
| SOSOUTHERN CO | 10,965 | $956K | shares |
| CEGCONSTELLATION ENERGY CORP | 2,678 | $946K | shares |
| APPAPPLOVIN CORP | 1,396 | $941K | shares |
| NOWSERVICENOW INC | 6,007 | $920K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 1,997 | $905K | shares |
| BNYBANK OF NY MELLON CORP | 7,608 | $883K | shares |
| WELLWELLTOWER INC | 4,733 | $878K | shares |
| SBUXSTARBUCKS CORP | 10,377 | $874K | shares |
| ABNBAIRBNB INC | 6,328 | $859K | shares |
| MNSTMONSTER BEVERAGE CORP NEW | 11,123 | $853K | shares |
| COPCONOCOPHILLIPS | 9,006 | $843K | shares |
| MRSHMARSH & MCLENNAN COS INC | 4,436 | $823K | shares |
| BABOEING CO | 3,703 | $804K | shares |
| VZVERIZON COMMUNICATIONS INC | 19,634 | $800K | shares |
| TMUST-MOBILE US INC | 3,913 | $795K | shares |
| DHRDANAHER CORP DEL | 3,455 | $791K | shares |
| LMTLOCKHEED MARTIN CORP | 1,635 | $791K | shares |
| PLDPROLOGIS INC. | 6,000 | $766K | shares |
| TTTRANE TECHNOLOGIES PLC | 1,949 | $758K | shares |
| TGTTARGET CORP | 7,682 | $751K | shares |
| ASMLASML HLDG NV | 701 | $750K | shares |
| PANWPALO ALTO NETWORKS INC | 4,063 | $748K | shares |
| NOCNORTHROP GRUMMAN CORP | 1,309 | $747K | shares |
| HCAHCA HEALTHCARE INC | 1,569 | $732K | shares |
| WDCWESTERN DIGITAL CORP | 4,237 | $730K | shares |
| SPGSIMON PPTY GROUP INC NEW | 3,915 | $725K | shares |
| CLCOLGATE PALMOLIVE CO | 9,056 | $716K | shares |
| AMTAMERICAN TOWER CORP | 3,944 | $692K | shares |
| ITWILLINOIS TOOL WKS INC | 2,811 | $692K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 2,677 | $689K | shares |
| CVSCVS HEALTH CORP | 8,561 | $679K | shares |
| ORLYOREILLY AUTOMOTIVE INC | 7,448 | $679K | shares |
| PHPARKER-HANNIFIN CORP | 766 | $673K | shares |
| ADIANALOG DEVICES INC | 2,464 | $668K | shares |
| BSXBOSTON SCIENTIFIC CORP | 6,999 | $667K | shares |
| ETRENTERGY CORP NEW | 7,179 | $664K | shares |
| AIGAMERICAN INTL GROUP INC | 7,729 | $661K | shares |
| GMGENERAL MTRS CO | 8,046 | $654K | shares |
| LHXL3HARRIS TECHNOLOGIES INC | 2,223 | $653K | shares |
| EDCONSOLIDATED EDISON INC | 6,560 | $652K | shares |
| WMWASTE MGMT INC DEL | 2,942 | $646K | shares |
| PFEPFIZER INC | 25,944 | $646K | shares |
| NSCNORFOLK SOUTHN CORP | 2,217 | $640K | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 1,782 | $625K | shares |
| CAHCARDINAL HEALTH INC | 2,991 | $615K | shares |
| SHELSHELL PLC | 8,299 | $610K | shares |
| DUKDUKE ENERGY CORP NEW | 5,176 | $607K | shares |
| NVSNOVARTIS AG | 4,386 | $605K | shares |
| WBDWARNER BROS DISCOVERY INC | 20,340 | $586K | shares |
| SYKSTRYKER CORPORATION | 1,651 | $580K | shares |
| ADSKAUTODESK INC | 1,960 | $580K | shares |
| CMSCMS ENERGY CORP | 8,198 | $573K | shares |
| DGDOLLAR GEN CORP | 4,276 | $568K | shares |
| RCLROYAL CARIBBEAN GROUP | 2,018 | $563K | shares |
| AMPAMERIPRISE FINL INC | 1,136 | $557K | shares |
| AFLAFLAC INC | 5,031 | $555K | shares |
| HWMHOWMET AEROSPACE INC | 2,705 | $555K | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 2,002 | $551K | shares |
| DDOMINION ENERGY INC | 9,118 | $534K | shares |
| FCXFREEPORT MCMORAN INC | 10,445 | $530K | shares |
| AAGILENT TECHNOLOGIES INC | 3,897 | $530K | shares |
| REGNREGENERON PHARMACEUTICALS | 686 | $530K | shares |
| COFCAPITAL ONE FINL CORP | 2,164 | $524K | shares |
| MDTMEDTRONIC PLC | 5,397 | $518K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 9,557 | $516K | shares |
| RFREGIONS FINANCIAL CORP NEW | 18,788 | $509K | shares |
| FDXFEDEX CORP | 1,761 | $509K | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 3,086 | $500K | shares |
| AONAON PLC | 1,416 | $500K | shares |
| MMM3M CO | 3,114 | $498K | shares |
| SNPSSYNOPSYS INC | 1,054 | $495K | shares |
| UBSUBS GROUP AG | 10,686 | $495K | shares |
| HASHASBRO INC | 5,964 | $489K | shares |
| KMIKINDER MORGAN INC DEL | 17,745 | $488K | shares |
| CDNSCADENCE DESIGN SYSTEM INC | 1,560 | $488K | shares |
| SHWSHERWIN WILLIAMS CO | 1,487 | $482K | shares |
| IDXXIDEXX LABS INC | 706 | $478K | shares |
| EXPEEXPEDIA GROUP INC | 1,671 | $473K | shares |
| ECLECOLAB INC | 1,796 | $471K | shares |
| NINISOURCE INC | 11,288 | $471K | shares |
| ALLALLSTATE CORP | 2,264 | $471K | shares |
| PKGPACKAGING CORP AMER | 2,283 | $471K | shares |
| IQVIQVIA HLDGS INC | 2,065 | $465K | shares |
| DASHDOORDASH INC | 2,047 | $464K | shares |
| WECWEC ENERGY GROUP INC | 4,369 | $461K | shares |
| PAYXPAYCHEX INC | 4,098 | $460K | shares |
| GRMNGARMIN LTD | 2,247 | $456K | shares |
| FFORD MTR CO | 34,700 | $455K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 4,901 | $451K | shares |
| VTRVENTAS INC | 5,672 | $439K | shares |
| PNCPNC FINL SVCS GROUP INC | 2,097 | $438K | shares |
| CMCSACOMCAST CORP NEW | 14,540 | $435K | shares |
| CSXCSX CORP | 11,972 | $434K | shares |
| STTSTATE STR CORP | 3,358 | $433K | shares |
| SAPSAP SE | 1,774 | $431K | shares |
| CITHE CIGNA GROUP | 1,552 | $427K | shares |
| EQIXEQUINIX INC | 556 | $426K | shares |
| WTWWILLIS TOWERS WATSON PLC LTD | 1,281 | $421K | shares |
| DHID R HORTON INC | 2,894 | $417K | shares |
| GISGENERAL MILLS INC | 8,945 | $416K | shares |
| MSCIMSCI INC | 719 | $413K | shares |
| CNCCENTENE CORP DEL | 9,986 | $411K | shares |
| VTRSVIATRIS INC | 32,917 | $410K | shares |
| RVTYREVVITY INC | 4,229 | $409K | shares |
| KVUEKENVUE INC | 23,636 | $408K | shares |
| CRWDCROWDSTRIKE HLDGS INC | 869 | $408K | shares |
| TDGTRANSDIGM GROUP INC | 306 | $407K | shares |
| SYFSYNCHRONY FINANCIAL | 4,840 | $404K | shares |
| PRUPRUDENTIAL FINL INC | 3,530 | $398K | shares |
| DLRDIGITAL RLTY TR INC | 2,562 | $396K | shares |
| HALHALLIBURTON CO | 13,979 | $395K | shares |
| BBVABANCO BILBAO VIZCAYA ARGENTA | 16,499 | $385K | shares |
| AYIACUITY INC | 1,066 | $384K | shares |
| MARMARRIOTT INTL INC NEW | 1,227 | $381K | shares |
| PCARPACCAR INC | 3,460 | $379K | shares |
| GDGENERAL DYNAMICS CORP | 1,121 | $377K | shares |
| MPCMARATHON PETE CORP | 2,311 | $376K | shares |
| CORCENCORA INC | 1,110 | $375K | shares |
| MLMMARTIN MARIETTA MATLS INC | 602 | $375K | shares |
| BPREBLUEROCK PVT REAL ESTATE FD | 24,978 | $375K | shares |
| CRLCHARLES RIV LABS INTL INC | 1,865 | $372K | shares |
| FTVFORTIVE CORP | 6,724 | $371K | shares |
| PWRQUANTA SVCS INC | 878 | $371K | shares |
| HSBCHSBC HLDGS PLC | 4,711 | $371K | shares |
| BCSBARCLAYS PLC | 14,321 | $364K | shares |
| DLTRDOLLAR TREE INC | 2,960 | $364K | shares |
| SMFGSUMITOMO MITSUI FIN GRP INC | 18,780 | $363K | shares |
| CNPCENTERPOINT ENERGY INC | 9,463 | $363K | shares |
| HSYHERSHEY CO | 1,987 | $362K | shares |
| BIIBBIOGEN INC | 2,042 | $359K | shares |
| CFGCITIZENS FINL GROUP INC | 6,148 | $359K | shares |
| FEFIRSTENERGY CORP | 7,963 | $357K | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 1,443 | $356K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 9,388 | $347K | shares |
| FRTFEDERAL RLTY INVT TR NEW | 3,445 | $347K | shares |
| MSIMOTOROLA SOLUTIONS INC | 896 | $343K | shares |
| URIUNITED RENTALS INC | 417 | $338K | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 2,582 | $337K | shares |
| STZCONSTELLATION BRANDS INC | 2,440 | $337K | shares |
| SFSTIFEL FINL CORP | 2,659 | $333K | shares |
| OMCOMNICOM GROUP INC | 4,108 | $332K | shares |
| BKRBAKER HUGHES COMPANY | 7,278 | $331K | shares |
| EBAYEBAY INC. | 3,789 | $330K | shares |
| EAELECTRONIC ARTS INC | 1,614 | $330K | shares |
| TERTERADYNE INC | 1,690 | $327K | shares |
| ALBALBEMARLE CORP | 2,293 | $324K | shares |
| FOXAFOX CORP | 4,397 | $321K | shares |
| MOHMOLINA HEALTHCARE INC | 1,850 | $321K | shares |
| EXPDEXPEDITORS INTL WASH INC | 2,119 | $316K | shares |
| HIGHARTFORD INSURANCE GROUP INC | 2,288 | $315K | shares |
| PEGPUBLIC SVC ENTERPRISE GROUP | 3,901 | $313K | shares |
| IFFINTERNATIONAL FLAVORS&FRAGRA | 4,641 | $313K | shares |
| AMEAMETEK INC | 1,519 | $312K | shares |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,213 | $311K | shares |
| VRSKVERISK ANALYTICS INC | 1,374 | $307K | shares |
| FBINFORTUNE BRANDS INNOVATIONS I | 6,123 | $306K | shares |
| ADMARCHER DANIELS MIDLAND CO | 5,326 | $306K | shares |
| HBANHUNTINGTON BANCSHARES INC | 17,610 | $306K | shares |
| SHOPSHOPIFY INC | 1,892 | $305K | shares |
| AVYAVERY DENNISON CORP | 1,674 | $304K | shares |
| JHXJAMES HARDIE INDS PLC | 14,476 | $300K | shares |
| TECHBIO-TECHNE CORP | 5,086 | $299K | shares |
| TRVTRAVELERS COMPANIES INC | 1,029 | $298K | shares |
| BALLBALL CORP | 5,601 | $297K | shares |
| FSSFEDERAL SIGNAL CORP | 2,692 | $292K | shares |
| APOAPOLLO GLOBAL MGMT INC | 2,015 | $292K | shares |
| CRHCRH PLC | 2,329 | $291K | shares |
| MPWRMONOLITHIC PWR SYS INC | 320 | $290K | shares |
| WATWATERS CORP | 755 | $287K | shares |
| DECKDECKERS OUTDOOR CORP | 2,709 | $281K | shares |
| HSTHOST HOTELS & RESORTS INC | 15,674 | $278K | shares |
| LENLENNAR CORP | 2,700 | $278K | shares |
| JKHYHENRY JACK & ASSOC INC | 1,516 | $277K | shares |
| AOSSMITH A O CORP | 4,136 | $277K | shares |
| FISVFISERV INC | 4,098 | $275K | shares |
| HIIHUNTINGTON INGALLS INDS INC | 806 | $274K | shares |
| QMMM HOLDINGS LTDQMMM HOLDINGS LTD | 2,276 | $272K | shares |
| OTISOTIS WORLDWIDE CORP | 3,110 | $272K | shares |
| ULUNILEVER PLC | 4,149 | $271K | shares |
| AEPAMERICAN ELEC PWR CO INC | 2,325 | $268K | shares |
| MFGMIZUHO FINANCIAL GROUP INC | 36,083 | $264K | shares |
| MOALTRIA GROUP INC | 4,579 | $264K | shares |
| EWEDWARDS LIFESCIENCES CORP | 3,080 | $263K | shares |
| JBHTHUNT J B TRANS SVCS INC | 1,342 | $261K | shares |
| VLOVALERO ENERGY CORP | 1,595 | $260K | shares |
| PCGPG&E CORP | 16,113 | $259K | shares |
| CMACOMERICA INC | 2,975 | $259K | shares |
| CMECME GROUP INC | 942 | $257K | shares |
| CBRECBRE GROUP INC | 1,591 | $256K | shares |
| INGING GROEP N.V. | 9,106 | $255K | shares |
| ARCCARES CAPITAL CORP | 12,484 | $253K | shares |
| GPCGENUINE PARTS CO | 2,047 | $252K | shares |
| BXPBXP INC | 3,722 | $251K | shares |
| ADVISOR MANAGED PORTFOLIOSADVISOR MANAGED PORTFOLIOS | 5,371 | $251K | shares |
| MCOMOODYS CORP | 488 | $249K | shares |
| DOVDOVER CORP | 1,275 | $249K | shares |
| CTASCINTAS CORP | 1,298 | $244K | shares |
| NVONOVO-NORDISK A S | 4,769 | $243K | shares |
| CIENCIENA CORP | 1,037 | $243K | shares |
| SONYSONY GROUP CORP | 9,443 | $242K | shares |
| SNVSYNOVUS FINANCIAL CORP | 4,827 | $242K | shares |
| CHTRCHARTER COMMUNICATIONS INC | 1,149 | $240K | shares |
| CPTCAMDEN PPTY TR | 2,167 | $239K | shares |
| CTVACORTEVA INC | 3,537 | $237K | shares |
| KKRKKR & CO INC | 1,845 | $235K | shares |
| TMTOYOTA MOTOR CORP | 1,078 | $231K | shares |
| CVNACARVANA CO | 545 | $230K | shares |
| RELXRELX PLC | 5,651 | $228K | shares |
| JJACOBS SOLUTIONS INC | 1,717 | $227K | shares |
| CCLCARNIVAL CORP | 7,446 | $227K | shares |
| ELLAUDER ESTEE COS INC | 2,165 | $227K | shares |
| ULTAULTA BEAUTY INC | 372 | $225K | shares |
| ONON SEMICONDUCTOR CORP | 4,136 | $224K | shares |
| AIZASSURANT INC | 924 | $222K | shares |
| WCNWASTE CONNECTIONS INC | 1,239 | $217K | shares |
| SANBANCO SANTANDER SA | 18,501 | $217K | shares |
| TAPMOLSON COORS BEVERAGE CO | 4,608 | $215K | shares |
| SJMSMUCKER J M CO | 2,193 | $214K | shares |
| FERGFERGUSON ENTERPRISES INC | 951 | $212K | shares |
| KEYKEYCORP | 10,239 | $211K | shares |
| FSLRFIRST SOLAR INC | 808 | $211K | shares |
| EFXEQUIFAX INC | 967 | $210K | shares |
| NRGNRG ENERGY INC | 1,305 | $208K | shares |
| GSKGSK PLC | 4,193 | $206K | shares |
| DDDUPONT DE NEMOURS INC | 5,049 | $203K | shares |
| BDXBECTON DICKINSON & CO | 1,038 | $201K | shares |
| DTEDTE ENERGY CO | 1,559 | $201K | shares |
| FASTFASTENAL CO | 4,998 | $201K | shares |
| MUFGMITSUBISHI UFJ FINANCIAL GRO | 12,381 | $196K | shares |
| SKYDPARAMOUNT SKYDANCE CORP | 12,516 | $168K | shares |
| FOXFOX CORP | 2,453 | $159K | shares |
| LYGLLOYDS BANKING GROUP PLC | 24,681 | $131K | shares |
| IYCISHARES TR | 1,240 | $128K | shares |
| HLNHALEON PLC | 11,409 | $115K | shares |
| PFLTPENNANTPARK FLOATING RATE CA | 10,000 | $92.7K | shares |
| LPLLG DISPLAY CO LTD | 16,283 | $68.6K | shares |
| WITWIPRO LTD | 20,140 | $57.2K | shares |
| LEN-BLENNAR CORP | 83 | $7.89K | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001398344-26-008901 | base | 2026-05-11 | acceptance time not in the bulk data set |