SAGE MOUNTAIN ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FE | 5K | $231.90K |
 | SNV | 5K | $241.87K |
 | AMGN | 5K | $1.39M |
 | UNP | 5K | $1.15M |
 | AMT | 5K | $925.79K |
 | ACN | 5K | $1.18M |
 | PGR | 5K | $1.18M |
 | HSBC | 5K | $333.68K |
 | PANW | 5K | $956.01K |
 | UL | 5K | $276.99K |
 | TECH | 5K | $255.34K |
 | CFG | 5K | $242.89K |
 | NVS | 4K | $561.45K |
 | MSTR | 4K | $1.39M |
 | TMUS | 4K | $1.03M |
 | A | 4K | $539.86K |
 | DD | 4K | $326.01K |
 | PSX | 4K | $568.73K |
 | GBCI | 4K | $200.81K |
 | WELL | 4K | $732.97K |
FirstEnergy Corp.
FE
Shares Held
5K
Value
$231.90K
Synovus Financial Corp.
SNV
Shares Held
5K
Value
$241.87K
Amgen Inc.
AMGN
Shares Held
5K
Value
$1.39M
Union Pacific Corporation
UNP
Shares Held
5K
Value
$1.15M
American Tower Corporation
AMT
Shares Held
5K
Value
$925.79K
Accenture plc
ACN
Shares Held
5K
Value
$1.18M
The Progressive Corporation
PGR
Shares Held
5K
Value
$1.18M
HSBC Holdings plc
HSBC
Shares Held
5K
Value
$333.68K
Palo Alto Networks, Inc.
PANW
Shares Held
5K
Value
$956.01K
Unilever PLC
UL
Shares Held
5K
Value
$276.99K
Bio-Techne Corporation
TECH
Shares Held
5K
Value
$255.34K
Citizens Financial Group, Inc.
CFG
Shares Held
5K
Value
$242.89K
Novartis AG
NVS
Shares Held
4K
Value
$561.45K
MicroStrategy Incorporated
MSTR
Shares Held
4K
Value
$1.39M
T-Mobile US, Inc.
TMUS
Shares Held
4K
Value
$1.03M
Agilent Technologies, Inc.
A
Shares Held
4K
Value
$539.86K
DuPont de Nemours, Inc.
DD
Shares Held
4K
Value
$326.01K
Phillips 66
PSX
Shares Held
4K
Value
$568.73K
Glacier Bancorp, Inc.
GBCI
Shares Held
4K
Value
$200.81K
Welltower Inc.
WELL
Shares Held
4K
Value
$732.97K