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CIK: 0002012673
Total reported value
$155.1M
$155.1M
80 檔
35.0%
As reported in its official Q3 2025 Form 13F filing, Sugar Maple Asset Management, LLC's tracked investment portfolio stood at $155.1M with 80 total positions.
In Q3 2025, Sugar Maple Asset Management, LLC displayed an active expansion posture, initiating 18 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | Stock-Healthcare | 9.37% | +1.68% | -0.09% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 8.17% | -1.46% | -10.66% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 7.52% | +1.08% | -2.01% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.30% | +1.14% | +0.71% | |
| 5 | ABT | Abbott Laboratories | Stock-Healthcare | 6.42% | -0.25% | -0.01% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 5.16% | +0.84% | +7.70% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.29% | -0.16% | +4.48% | |
| 8 | SLV | Ishares Silver Trust | ETF-Commodities | 3.38% | -1.14% | +23.41% | |
| 9 | CLOI | Vaneck Clo ETF | ETF-Other | 2.85% | +0.22% | +3.35% | |
| 10 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 2.56% | +0.11% | -4.02% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.51% | +0.07% | +1.91% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.32% | +0.23% | -16.58% | |
| 13 | FDRR | Fidelity Div ETF Rise Rates | ETF-Other | 2.32% | +0.25% | -3.74% | |
| 14 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 2.01% | — | -27.45% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.91% | +0.17% | -10.58% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.81% | +0.84% | +40.70% | |
| 17 | VXX | Ipath Series B S&p 500 Vix | ETF-Large Cap & Growth | 1.25% | -0.57% | +321.80% | |
| 18 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.15% | +0.06% | -18.54% | |
| 19 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.09% | +0.29% | -10.42% | |
| 20 | NIC | Nicolet Bankshares Inc | Stock-Other | 1.08% | +0.29% | -0.66% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.01% | +0.14% | +0.02% | |
| 22 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.99% | +0.09% | +44.00% | |
| 23 | LNT | Alliant Energy CORP | Stock-Utilities | 0.97% | +0.11% | +0.40% | |
| 24 | SH | Proshares Short S&p500 | ETF-Other | 0.96% | -0.04% | +70.30% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.95% | +1.06% | +12.03% | |
| 26 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.92% | +0.05% | — | |
| 27 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.91% | +0.15% | -29.98% | |
| 28 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.90% | -0.50% | EXIT | |
| 29 | CPSM | Calamos Sp500 Str Alt Promay | ETF-Other | 0.79% | +0.06% | — | |
| 30 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.78% | -0.02% | -9.52% | |
| 31 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.75% | — | -24.81% | |
| 32 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 0.70% | -0.25% | +39.62% | |
| 33 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.69% | -0.42% | +2.38% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.13% | +6.61% | |
| 35 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 0.60% | — | +93.74% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | -0.32% | +58.82% | |
| 37 | HALO | Halozyme Therapeutics Inc | Stock-Healthcare | 0.54% | -0.27% | EXIT | |
| 38 | JXX | Janus Hndrsn Trnsfml Gro ETF | ETF-Other | 0.51% | — | — | |
| 39 | DOCU | Docusign Inc | Stock-Tech | 0.50% | — | — | |
| 40 | FWRD | Forward Air CORP | Stock-Other | 0.48% | — | +8.37% | |
| 41 | QBUF | Innv Nasdaq -100 10 B - Qrt | ETF-Tech | 0.44% | +0.04% | — | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | +0.04% | -0.26% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.41% | +0.02% | +0.19% | |
| 44 | PSQ | Proshares Short Qqq | ETF-Other | 0.38% | — | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.09% | — | |
| 46 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.36% | +0.04% | — | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.08% | +0.66% | |
| 48 | RBRK | Rubrik Inc-a | Stock-Tech | 0.35% | +0.10% | — | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.35% | — | — | |
| 50 | UA | Under Armour Inc-class C | Stock-Consumer Disc | 0.35% | — | +864.76% |
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 80 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ABBV, GLD, TFLO) accounted for 35.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
LNT
市值: $1.4M
Top Position Liquidated / Trimmed
TLT
前期市值: $1.0M
During Q3 2025, Sugar Maple Asset Management, LLC's top holdings by market value included ABBV (9.4%)、GLD (8.2%)、TFLO (7.5%). The largest single position, ABBV, represented 9.4% of total portfolio value.
In Q3 2025, Sugar Maple Asset Management, LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 13 positions, trimming 12 holdings, and fully liquidating 7 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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