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CIK: 0002012673
Total reported value
$155.1M
$155.1M
84 檔
40.6%
As reported in its official Q1 2026 Form 13F filing, Sugar Maple Asset Management, LLC's tracked investment portfolio stood at $155.1M with 84 total positions.
Sugar Maple Asset Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 14 new positions while fully exiting 14 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 9.50% | -1.46% | +4.94% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.92% | -6.93% | — | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 7.45% | +1.68% | -0.23% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 7.42% | +1.08% | +21.94% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.97% | +1.14% | +0.20% | |
| 6 | SLV | Ishares Silver Trust | ETF-Commodities | 5.04% | -1.14% | +3.31% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 5.00% | +0.84% | +8.23% | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 4.18% | -0.25% | -0.01% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.96% | -0.16% | +0.76% | |
| 10 | CLOI | Vaneck Clo ETF | ETF-Other | 2.44% | +0.22% | -1.70% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.95% | +0.07% | -0.08% | |
| 12 | FDRR | Fidelity Div ETF Rise Rates | ETF-Other | 1.91% | +0.25% | -2.96% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.73% | +0.29% | -17.69% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.71% | +0.23% | -11.14% | |
| 15 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 1.66% | -0.25% | +73.39% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.66% | +0.17% | -1.31% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.53% | +0.09% | +8.18% | |
| 18 | VXX | Ipath Series B S&p 500 Vix | ETF-Large Cap & Growth | 1.48% | -0.57% | +379.61% | |
| 19 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 1.39% | +0.63% | +86.39% | |
| 20 | NIC | Nicolet Bankshares Inc | Stock-Other | 1.25% | +0.29% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | +0.84% | -19.98% | |
| 22 | DOG | Proshares Short Dow30 | ETF-Other | 0.93% | -0.05% | -30.00% | |
| 23 | LNT | Alliant Energy CORP | Stock-Utilities | 0.88% | +0.11% | — | |
| 24 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.86% | +0.24% | — | |
| 25 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.86% | +0.09% | — | |
| 26 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.84% | +0.11% | -65.90% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.84% | +0.14% | +0.01% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.82% | +1.06% | +17.55% | |
| 29 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.78% | +0.15% | -2.84% | |
| 30 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.75% | +0.05% | -1.78% | |
| 31 | CPSM | Calamos Sp500 Str Alt Promay | ETF-Other | 0.68% | +0.06% | — | |
| 32 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.67% | -0.42% | +7.73% | |
| 33 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.66% | -0.02% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | +0.13% | +11.31% | |
| 35 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.63% | +0.06% | -5.28% | |
| 36 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.56% | +0.19% | +13.61% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | -0.32% | — | |
| 38 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.50% | -0.50% | EXIT | |
| 39 | SH | Proshares Short S&p500 | ETF-Other | 0.49% | -0.04% | — | |
| 40 | FCOR | Fidelity Corporate Bond ETF | ETF-Corp Bonds | 0.45% | +0.07% | +30.30% | |
| 41 | QBUF | Innv Nasdaq -100 10 B - Qrt | ETF-Tech | 0.43% | +0.04% | +6.52% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.09% | +21.46% | |
| 43 | TALK | Talkspace Inc | Stock-Other | 0.41% | -0.18% | -15.90% | |
| 44 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 0.38% | +0.08% | +27.27% | |
| 45 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.38% | +0.03% | +0.11% | |
| 46 | RBUF | Invv US Sml C 10 B Etf-qrt | ETF-Other | 0.37% | +0.05% | +23.05% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.12% | — | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.34% | +0.02% | +0.13% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.33% | +0.30% | — | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.31% | +0.08% | +2.01% |
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 84 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including GLD, AGG, ABBV) accounted for 40.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AGG
市值: $13.0M
Top Position Liquidated / Trimmed
FLDR
前期市值: $784.0K
During Q1 2026, Sugar Maple Asset Management, LLC's top holdings by market value included GLD (9.5%)、AGG (7.9%)、ABBV (7.5%). The largest single position, GLD, represented 9.5% of total portfolio value.
In Q1 2026, Sugar Maple Asset Management, LLC made 82 total portfolio adjustments, initiating 14 new buys, adding to 32 positions, trimming 22 holdings, and fully liquidating 14 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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