Institutional Fund
Sugar Maple Asset Management, LLC
Sister Bay, WICIK 20126735 filings on record
Portfolio Value
$164.75M
Q1 2026
Holdings
84
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+10.8%
from $148.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Gold Tr9.5%
- Ishares Tr7.9%
- Abbvie Inc7.5%
- Ishares Tr7.4%
- Ishares Tr6.0%
- Ishares Silver Tr5.0%
- Other56.7%
Portfolio Holdings
84 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Gold Tr | 36.4K | $15.64M | 9.5% | +1.7K | Added |
| 2 | Ishares Tr | 131.4K | $13.04M | 7.9% | +131.4K | New |
| 3 | Abbvie Inc | 56.5K | $12.28M | 7.5% | −131 | Reduced |
| 4 | Ishares Tr | 241.5K | $12.22M | 7.4% | +43.5K | Added |
| 5 | Ishares Tr | 15.1K | $9.84M | 6.0% | +30 | Added |
| 6 | Ishares Silver Tr | 121.7K | $8.30M | 5.0% | +3.9K | Added |
| 7 | Ishares Tr | 79.6K | $8.23M | 5.0% | +6.1K | Added |
| 8 | Abbott Labs | 67.0K | $6.88M | 4.2% | −5 | Reduced |
| 9 | Ishares Tr | 78.9K | $6.52M | 4.0% | +592 | Added |
| 10 | Vaneck ETF Trust | 76.2K | $4.02M | 2.4% | −1.3K | Reduced |
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