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Sugar Maple Asset Management, LLC

Portfolio Manager
Sugar Maple Asset Management, LLC
Performance
-0.95% (2026 Q1)
AUM (13F)
$164.75M
# of Holdings
84
Performance Rank
Allocation (Top 20)
75.15%

Sugar Maple Asset Management, LLC Holdings Map

Top 50 Sugar Maple Asset Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GLD
SPDR GOLD TR
9.5%36.4K$15.6M
+4.94%(+1.71K)
2025-Q1: 40.9K shares2025-Q2: 36.0K shares2025-Q3: 32.1K shares2025-Q4: 34.6K shares2026-Q1: 36.4K shares
$230.25(+86.97%)
2026-03-31
AGG
ISHARES TR
7.92%131.4K$13.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 131.4K shares
$99.57(-0.91%)
2026-03-31
ABBV
ABBVIE INC
7.45%56.5K$12.3M
-0.23%(-131)
2025-Q1: 56.7K shares2025-Q2: 56.6K shares2025-Q3: 56.6K shares2025-Q4: 56.6K shares2026-Q1: 56.5K shares
$168.65(+23.63%)
2026-03-31
TFLO
ISHARES TR
7.42%241.5K$12.2M
+21.94%(+43.45K)
2025-Q1: 237.8K shares2025-Q2: 212.0K shares2025-Q3: 207.7K shares2025-Q4: 198.0K shares2026-Q1: 241.5K shares
$50.58(-0.06%)
2026-03-31
IVV
ISHARES TR
5.97%15.1K$9.8M
+0.20%(+30)
2025-Q1: 12.9K shares2025-Q2: 15.1K shares2025-Q3: 15.2K shares2025-Q4: 15.0K shares2026-Q1: 15.1K shares
$521.15(+43.10%)
2026-03-31
SLV
ISHARES SILVER TR
5.04%121.7K$8.3M
+3.31%(+3.91K)
2025-Q1: 92.2K shares2025-Q2: 90.3K shares2025-Q3: 111.5K shares2025-Q4: 117.8K shares2026-Q1: 121.7K shares
$32.11(+147.14%)
2026-03-31
STIP
ISHARES TR
5%79.6K$8.2M
+8.23%(+6.05K)
2025-Q1: 64.8K shares2025-Q2: 64.8K shares2025-Q3: 69.8K shares2025-Q4: 73.5K shares2026-Q1: 79.6K shares
$101.40(+2.29%)
2026-03-31
ABT
ABBOTT LABORATORIES
4.18%67.0K$6.9M
-0.01%(-5)
2025-Q1: 67.0K shares2025-Q2: 67.0K shares2025-Q3: 67.0K shares2025-Q4: 67.0K shares2026-Q1: 67.0K shares
$111.87(-25.06%)
2026-03-31
SHY
ISHARES TR
3.96%78.9K$6.5M
+0.76%(+592)
2025-Q1: 67.6K shares2025-Q2: 69.1K shares2025-Q3: 72.2K shares2025-Q4: 78.3K shares2026-Q1: 78.9K shares
$82.14(+0.06%)
2026-03-31
CLOI
VANECK ETF TRUST
2.44%76.2K$4.0M
-1.70%(-1.32K)
2025-Q1: 70.3K shares2025-Q2: 72.7K shares2025-Q3: 75.1K shares2025-Q4: 77.6K shares2026-Q1: 76.2K shares
$52.91(-0.11%)
2026-03-31

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