SAGE ADVISORS, LLC

Q2 2025 13F Holdings

  • Location
    boulder, CO
  • Num holdings

    36

  • Value ($000)

    $140,086

  • Date Filed
    07/28/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
OBDC
OBDC

BLUE OWL CAPITAL CORPORATION

COM
69121K104
$31.81M
23 %

2,218,614

ARCC
ARCC

ARES CAPITAL CORP

COM
04010L103
$23.17M
17 %

1,055,015

LLY
LLY

ELI LILLY & CO

COM
532457108
$14.79M
11 %

18,974

BNL
BNL

BROADSTONE NET LEASE INC

COM
11135E203
$14.41M
10 %

898,007

EPD
EPD

ENTERPRISE PRODS PARTNERS L

COM
293792107
$5.91M
4 %

190,511

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.89M
4 %

26,829

AAPL
AAPL

APPLE INC

COM
037833100
$5.48M
4 %

26,697

FSK
FSK

FS KKR CAP CORP

COM
302635206
$5.07M
4 %

244,492

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$5.03M
4 %

10,355

OKE
OKE

ONEOK INC NEW

COM
682680103
$4.34M
3 %

53,147

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