SAGE MOUNTAIN ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMT | 42K | $4.38M |
 | GOOG | 42K | $10.27M |
 | PNFP | 36K | $3.40M |
 | MFG | 36K | $241.26K |
 | F | 36K | $426.17K |
 | AMCR | 33K | $266.50K |
 | VZ | 32K | $1.40M |
 | KO | 31K | $2.08M |
 | VTRS | 30K | $300.41K |
 | MRK | 29K | $2.40M |
 | HBAN | 28K | $484.60K |
 | ARCC | 28K | $561.52K |
 | PFE | 27K | $686.86K |
 | WFC | 25K | $2.07M |
 | INTC | 25K | $829.11K |
 | LYG | 25K | $112.05K |
 | NEE | 25K | $1.86M |
 | FITB | 24K | $1.09M |
 | JNJ | 22K | $4.08M |
 | META | 22K | $16.07M |
Walmart Inc.
WMT
Shares Held
42K
Value
$4.38M
Alphabet Inc.
GOOG
Shares Held
42K
Value
$10.27M
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
36K
Value
$3.40M
Mizuho Financial Group, Inc.
MFG
Shares Held
36K
Value
$241.26K
Ford Motor Company
F
Shares Held
36K
Value
$426.17K
Amcor plc
AMCR
Shares Held
33K
Value
$266.50K
Verizon Communications Inc.
VZ
Shares Held
32K
Value
$1.40M
The Coca-Cola Company
KO
Shares Held
31K
Value
$2.08M
Viatris Inc.
VTRS
Shares Held
30K
Value
$300.41K
Merck & Co., Inc.
MRK
Shares Held
29K
Value
$2.40M
Huntington Bancshares Incorporated
HBAN
Shares Held
28K
Value
$484.60K
Ares Capital Corporation
ARCC
Shares Held
28K
Value
$561.52K
Pfizer Inc.
PFE
Shares Held
27K
Value
$686.86K
Wells Fargo & Company
WFC
Shares Held
25K
Value
$2.07M
Intel Corporation
INTC
Shares Held
25K
Value
$829.11K
Lloyds Banking Group plc
LYG
Shares Held
25K
Value
$112.05K
NextEra Energy, Inc.
NEE
Shares Held
25K
Value
$1.86M
Fifth Third Bancorp
FITB
Shares Held
24K
Value
$1.09M
Johnson & Johnson
JNJ
Shares Held
22K
Value
$4.08M
Meta Platforms, Inc.
META
Shares Held
22K
Value
$16.07M