SAGE ADVISORS, LLC

Q1 2025 13F Holdings

  • Location
    boulder, CO
  • Num holdings

    32

  • Value ($000)

    $142,137

  • Date Filed
    04/25/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
OBDC
OBDC

BLUE OWL CAPITAL CORPORATION

COM
69121K104
$31.40M
22 %

2,142,133

ARCC
ARCC

ARES CAPITAL CORP

COM
04010L103
$22.13M
16 %

998,486

BNL
BNL

BROADSTONE NET LEASE INC

COM
11135E203
$15.47M
11 %

907,936

LLY
LLY

ELI LILLY & CO

COM
532457108
$15.45M
11 %

18,704

AAPL
AAPL

APPLE INC

COM
037833100
$10.01M
7 %

45,056

EPD
EPD

ENTERPRISE PRODS PARTNERS L

COM
293792107
$6.49M
5 %

190,203

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.40M
4 %

28,390

OKE
OKE

ONEOK INC NEW

COM
682680103
$5.20M
4 %

52,455

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.96M
4 %

9,321

FSK
FSK

FS KKR CAP CORP

COM
302635206
$4.47M
3 %

213,431

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