SAGE MOUNTAIN ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GBDC | 3.76M | $47.55M |
 | KBDC | 418K | $5.74M |
 | CPRT | 227K | $7.52M |
 | DYAI | 107K | $87.38K |
 | EDAP | 100K | $372.00K |
 | REFI | 99K | $1.12M |
 | AGNC | 95K | $949.86K |
 | PSQH | 72K | $38.36K |
 | BMNR | 65K | $1.29M |
 | FTNT | 42K | $3.46M |
 | AVGO | 33K | $10.20M |
 | AAPL | 33K | $8.34M |
 | JPM | 30K | $8.74M |
 | TSLA | 22K | $8.13M |
 | AMZN | 18K | $3.72M |
 | DAL | 11K | $713.80K |
 | FIGR | 10K | $339.53K |
 | DNUT | 10K | $33.90K |
 | FLG | 10K | $131.70K |
 | WMT | 9K | $1.18M |
Golub Capital BDC, Inc.
GBDC
Shares Held
3.76M
Value
$47.55M
Kayne Anderson BDC, Inc.
KBDC
Shares Held
418K
Value
$5.74M
Copart, Inc.
CPRT
Shares Held
227K
Value
$7.52M
Dyadic International, Inc.
DYAI
Shares Held
107K
Value
$87.38K
Edap Tms S.a.
EDAP
Shares Held
100K
Value
$372.00K
Chicago Atlantic Real Estate Finance, Inc.
REFI
Shares Held
99K
Value
$1.12M
AGNC Investment Corp.
AGNC
Shares Held
95K
Value
$949.86K
PSQ Holdings, Inc.
PSQH
Shares Held
72K
Value
$38.36K
Bitmine Immersion Technologies, Inc.
BMNR
Shares Held
65K
Value
$1.29M
Fortinet, Inc.
FTNT
Shares Held
42K
Value
$3.46M
Broadcom Inc.
AVGO
Shares Held
33K
Value
$10.20M
Apple Inc.
AAPL
Shares Held
33K
Value
$8.34M
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$8.74M
Tesla, Inc.
TSLA
Shares Held
22K
Value
$8.13M
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$3.72M
Delta Air Lines, Inc.
DAL
Shares Held
11K
Value
$713.80K
Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
10K
Value
$339.53K
Krispy Kreme, Inc.
DNUT
Shares Held
10K
Value
$33.90K
Flagstar Financial, Inc.
FLG
Shares Held
10K
Value
$131.70K
Walmart Inc.
WMT
Shares Held
9K
Value
$1.18M