SAGE ADVISORS, LLC

Q3 2025 13F Holdings

  • Location
    boulder, CO
  • Num holdings

    39

  • Value ($000)

    $139,558

  • Date Filed
    10/22/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
O
OBDC

BLUE OWL CAPITAL CORPORATION

COM
69121K104
$28.14M
20 %

2,203,744

A
ARCC

ARES CAPITAL CORP

COM
04010L103
$21.10M
15 %

1,033,978

B
BNL

BROADSTONE NET LEASE INC

COM
11135E203
$15.88M
11 %

888,730

L
LLY

ELI LILLY & CO

COM
532457108
$14.83M
11 %

19,430

A
AAPL

APPLE INC

COM
037833100
$6.81M
5 %

26,758

A
AMZN

AMAZON COM INC

COM
023135106
$5.76M
4 %

26,213

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$5.12M
4 %

10,175

M
MO

ALTRIA GROUP INC

COM
02209S103
$4.33M
3 %

65,567

O
OKE

ONEOK INC NEW

COM
682680103
$4.00M
3 %

54,873

N
NLY

ANNALY CAPITAL MANAGEMENT IN

COM NEW
035710839
$3.95M
3 %

195,546

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