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CIK: 0002012673
Total reported value
$155.1M
$155.1M
474 檔
31.4%
As reported in its official Q4 2024 Form 13F filing, Sugar Maple Asset Management, LLC's tracked investment portfolio stood at $155.1M with 474 total positions.
During Q4 2024, Sugar Maple Asset Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 474 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 10.01% | +1.08% | -4.93% | |
| 2 | ABBV | Abbvie Inc | Stock-Healthcare | 7.67% | +1.68% | +0.25% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 7.33% | -1.46% | +4.14% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.25% | +1.14% | -16.21% | |
| 5 | ABT | Abbott Laboratories | Stock-Healthcare | 5.77% | -0.25% | — | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.80% | -0.16% | +2.31% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.59% | +0.84% | — | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.14% | — | +6.60% | |
| 9 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.57% | +0.06% | -7.67% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.06% | +0.07% | -1.73% | |
| 11 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 2.93% | — | +50.57% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.77% | +0.17% | -1.92% | |
| 13 | CLOI | Vaneck Clo ETF | ETF-Other | 2.51% | +0.22% | +546.63% | |
| 14 | FDRR | Fidelity Div ETF Rise Rates | ETF-Other | 2.47% | +0.25% | -2.57% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.44% | +0.23% | +16.57% | |
| 16 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.55% | +0.05% | +0.37% | |
| 17 | DOG | Proshares Short Dow30 | ETF-Other | 1.23% | -0.05% | — | |
| 18 | SLV | Ishares Silver Trust | ETF-Commodities | 1.23% | -1.14% | +60.90% | |
| 19 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.18% | +0.29% | -2.41% | |
| 20 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.04% | -0.02% | -2.31% | |
| 21 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 1.01% | -0.50% | EXIT | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.96% | +0.14% | +0.04% | |
| 23 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.92% | +0.29% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | +0.04% | -5.50% | |
| 25 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.89% | +0.15% | +18.98% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.13% | +2.94% | |
| 27 | CPSM | Calamos Sp500 Str Alt Promay | ETF-Other | 0.79% | +0.06% | — | |
| 28 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.71% | +0.03% | — | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.65% | +1.06% | +95.81% | |
| 30 | FWRDUSD | Forward Air CORP | Stock-Other | 0.51% | — | +24.40% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.08% | -42.54% | |
| 32 | DXD | Proshares Ultrashort Dow30 | ETF-Other | 0.49% | — | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.09% | -11.35% | |
| 34 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.39% | +0.02% | +6.89% | |
| 35 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.38% | +0.08% | -8.23% | |
| 36 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 0.35% | — | -21.64% | |
| 37 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.35% | +0.04% | — | |
| 38 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.33% | +0.09% | — | |
| 39 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 0.32% | — | -14.11% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.04% | -6.65% | |
| 41 | APP | Applovin Corp-class A | Stock-Tech | 0.30% | -0.22% | EXIT | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | +0.84% | — | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | — | -28.55% | |
| 44 | HALO | Halozyme Therapeutics Inc | Stock-Healthcare | 0.28% | -0.27% | EXIT | |
| 45 | VXX | Ipath Series B S&p 500 Vix | ETF-Large Cap & Growth | 0.28% | -0.57% | — | |
| 46 | USPH | U.s. Physical Therapy Inc | Stock-Other | 0.27% | — | +60.00% | |
| 47 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.27% | — | — | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.23% | +0.01% | -1.51% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | +0.01% | — | |
| 50 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.22% | +0.01% | — |
According to official SEC Form 13F filings, Sugar Maple Asset Management, LLC reported a total U.S. public equity portfolio value of $155.1M across 474 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TFLO, ABBV, GLD) accounted for 31.4% of total reported equity market value during Q4 2024.
During Q4 2024, Sugar Maple Asset Management, LLC's top holdings by market value included TFLO (10.0%)、ABBV (7.7%)、GLD (7.3%). The largest single position, TFLO, represented 10.0% of total portfolio value.
In Q4 2024, Sugar Maple Asset Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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