StockDriftsStockDriftsTop 48 Sage Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OBDC | BLUE OWL CAPITAL CORPORATION | 16.99% | 2.06M | $25.6M | -6.43%(-141.79K) | $14.48(-19.69%) | 2025-12-31 | |
| LLY | ELI LILLY & CO | 13.82% | 19.4K | $20.8M | -0.17%(-33) | $595.41(+52.00%) | 2025-12-31 | |
| ARCC | ARES CAPITAL CORP | 12.82% | 955.5K | $19.3M | -7.59%(-78.43K) | $20.27(-6.43%) | 2025-12-31 | |
| BNL | BROADSTONE NET LEASE INC | 9.93% | 862.3K | $15.0M | -2.97%(-26.41K) | $15.80(+27.44%) | 2025-12-31 | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 4.75% | 320.5K | $7.2M | +63.92%(+124.99K) | $20.21(+12.05%) | 2025-12-31 | |
| AAPL | APPLE INC | 4.74% | 26.3K | $7.1M | -1.75%(-467) | $184.91(+44.09%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 4.43% | 28.9K | $6.7M | +10.41%(+2.73K) | $177.71(+39.84%) | 2025-12-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.25% | 9.8K | $4.9M | -4.05%(-412) | $385.85(+22.87%) | 2025-12-31 | |
| MO | ALTRIA GROUP INC | 2.82% | 73.7K | $4.2M | +12.36%(+8.10K) | $54.42(+18.37%) | 2025-12-31 | |
| NVDA | NVIDIA CORPORATION | 2.53% | 20.5K | $3.8M | +3.01%(+598) | $98.86(+101.17%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.94% | +18.88% |
| Top 20 Holdings Unweighted | +14.50% | +50.11% |
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