Sage-Mountain-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-02
Total Holdings
492
Total Value
1356501653
Accession Number
0001398344-25-008521
Form Type
13F-HR
Manager Name
Sage-Mountain-Advisors
Data Enrichment
75% identified
367 identified125 unidentified

Holdings

492 positions
Manager:
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Page 6 of 25
AMERICAN EXPRESS CO
Shares:4.4K
Value:$1.2M
TEXAS INSTRUMENTS INC
Shares:6.5K
Value:$1.2M
FIFTH THIRD BANCORP
Shares:29.7K
Value:$1.2M
RTX Corp
Shares:8.8K
Value:$1.2M
AT&T INC.
Shares:41.0K
Value:$1.2M
Texas Pacific Land Corp
Shares:858
Value:$1.1M
GENERAL ELECTRIC CO
Shares:5.6K
Value:$1.1M
921910816
Shares:3.5K
Value:$1.1M
Blackstone Inc.
Shares:7.6K
Value:$1.1M
46434V803
Shares:29.2K
Value:$1.1M
MARSH & MCLENNAN COMPANIES, INC.
Shares:4.3K
Value:$1.1M
HONEYWELL INTERNATIONAL INC
Shares:5.0K
Value:$1.1M
ServiceNow, Inc.
Shares:1.3K
Value:$1.1M
LOWES COMPANIES INC
Shares:4.5K
Value:$1.0M
UNION PACIFIC CORP
Shares:4.3K
Value:$1.0M
92189F676
Shares:4.8K
Value:$1.0M
PROGRESSIVE CORP/OH/
Shares:3.6K
Value:$1.0M
CATERPILLAR INC
Shares:3.1K
Value:$1.0M
WILLIAMS COMPANIES, INC.
Shares:16.6K
Value:$991.5K
03463K760
Shares:47.5K
Value:$985.3K