SAGE ADVISORS, LLC - Portfolio overview

SAGE ADVISORS, LLC has 54 reported holdings in this dataset, with the latest filing dated 2026-01-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Real Estate.

Largest reported holdings by portfolio allocation

1. OBDC - BLUE OWL CAPITAL CORPORATION, 16.45%
2. LLY - ELI LILLY & CO, 13.38%
3. ARCC - ARES CAPITAL CORP, 12.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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