13F Filings History of SAGE ADVISORS, LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$150,835,650
Signature - Title
John Bradford Surenkamp - President
Location
Boulder, CO
Summary
This page shows a list of all the recent 13F filings made by SAGE ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SAGE ADVISORS, LLC reported 48 stock holdings with total value $150,835,650 as of Q4 2025. Top holdings included OBDC, LLY, ARCC, BNL, and NLY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 48 $150,835,650 +$18,187,023 -$12,082,505 +$6,104,518 OBDC, LLY, ARCC, BNL, NLY 13F-HR 13 Jan 2026, 15:40
Q3 2025 39 $139,557,978 +$9,104,661 -$7,359,177 +$1,745,484 OBDC, ARCC, BNL, LLY, AAPL 13F-HR 22 Oct 2025, 11:14
Q2 2025 36 $140,086,077 +$5,786,999 -$6,828,952 -$1,041,953 OBDC, ARCC, LLY, BNL, EPD 13F-HR 28 Jul 2025, 08:57
Q1 2025 32 $142,136,661 +$9,851,326 -$1,168,795 +$8,682,531 OBDC, ARCC, BNL, LLY, AAPL 13F-HR 25 Apr 2025, 16:05
Q4 2024 28 $133,877,966 +$8,739,193 -$1,634,231 +$7,104,962 OBDC, ARCC, BNL, LLY, AAPL 13F-HR 30 Jan 2025, 11:41
Q3 2024 25 $126,953,636 +$5,458,334 -$4,650,199 +$808,135 OBDC, ARCC, BNL, LLY, AAPL 13F-HR 06 Nov 2024, 16:27
Q2 2024 25 $123,009,266 +$8,831,727 -$1,835,051 +$6,996,676 OBDC, ARCC, LLY, BNL, AAPL 13F-HR 27 Sep 2024, 10:55
Q1 2024 25 $112,420,728 +$16,970,620 -$9,315,857 +$7,654,763 OBDC, ARCC, LLY, BNL, AAPL 13F-HR 27 Sep 2024, 10:53
Q4 2023 27 $100,655,927 $0 $0 $0 OBDC, BNL, ARCC, AAPL, LLY 13F-HR 20 Sep 2024, 09:03