Sugar Maple Asset Management, LLC — 13F Holdings & Portfolio

CIK 2012673 · latest 13F-HR filed 2026-04-21

Sugar Maple Asset Management, LLC manages $164.8M in 13F-reported U.S. long-equity assets across 84 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GLD (9.50%), AGG (7.92%), ABBV (7.45%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 14 new positions, exited 14, added to 23, and trimmed 23.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$164.8M

Long-equity book

Holdings

84

Distinct positions

Period

2026-03-31

Filed 2026-04-21

Q/Q Activity

+14 / −14 / ↑23 / ↓23

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$2.2M +22.4%
  • BARCLAYS BANK PLC$2.1M +546.9%
  • SPDR GOLD TR$1.9M +14.1%
  • HARRIS OAKMARK ETF TRUST$1.1M +68.5%
  • BNY MELLON ETF TRUST II$1.1M +90.5%
Show all 23

Top Trims

  • T ROWE PRICE ETF INC-$3.0M -68.2%
  • ABBOTT LABORATORIES-$1.5M -18.1%
  • ABBVIE INC-$651.0K -5.0%
  • ISHARES TR-$626.8K -18.0%
  • PROSHARES TR-$575.6K -27.2%
Show all 23

New Positions

  • ISHARES TR$13.0M
  • FIDELITY COVINGTON TRUST$1.4M
  • PROSHARES TR$809.3K
  • ISHARES INC$550.2K
  • ISHARES TR$381.8K
Show all 14

Exited Positions

  • FIDELITY MERRIMACK STR TR$784.0K
  • MODERNA INC$737.5K
  • PINTEREST INC$519.1K
  • UBER TECHNOLOGIES INC$411.1K
  • INVESCO EXCH TRADED FD TR II$394.3K
Show all 14
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR GOLD TR GLD 78463V107 $15.6M 9.50% 36,356 SH
2 ISHARES TR AGG 464287226 $13.0M 7.92% 131,390 SH
3 ABBVIE INC ABBV 00287Y109 $12.3M 7.45% 56,467 SH
4 ISHARES TR TFLO 46434V860 $12.2M 7.42% 241,455 SH
5 ISHARES TR IVV 464287200 $9.8M 5.97% 15,061 SH
6 ISHARES SILVER TR SLV 46428Q109 $8.3M 5.04% 121,740 SH
7 ISHARES TR STIP 46429B747 $8.2M 5.00% 79,596 SH
8 ABBOTT LABORATORIES ABT 002824100 $6.9M 4.18% 67,002 SH
9 ISHARES TR SHY 464287457 $6.5M 3.96% 78,918 SH
10 VANECK ETF TRUST CLOI 92189H748 $4.0M 2.44% 76,231 SH
11 ISHARES TR USMV 46429B697 $3.2M 1.95% 34,651 SH
12 FIDELITY COVINGTON TRUST FDRR 316092832 $3.1M 1.91% 53,547 SH
13 ISHARES TR SLQD 46434V100 $2.9M 1.73% 56,459 SH
14 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.8M 1.71% 13,125 SH
15 HARRIS OAKMARK ETF TRUST OAKM 41456U106 $2.7M 1.66% 99,411 SH
16 SPDR SERIES TRUST SDY 78464A763 $2.7M 1.66% 18,772 SH
17 FIDELITY MERRIMACK STR TR FBND 316188309 $2.5M 1.53% 55,170 SH
18 BARCLAYS BANK PLC VXX 06748M196 $2.4M 1.48% 68,225 SH
19 BNY MELLON ETF TRUST II BKDV 05613H100 $2.3M 1.39% 76,942 SH
20 NICOLET BANKSHARES INC NIC 65406E102 $2.1M 1.25% 13,912 SH
21 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.8M 1.11% 2,803 SH
22 PROSHARES TR DOG 74347B235 $1.5M 0.93% 63,000 SH
23 ALLIANT ENERGY CORP LNT 018802108 $1.4M 0.88% 20,183 SH
24 FIDELITY COVINGTON TRUST FELG 31609A305 $1.4M 0.86% 37,776 SH
25 INNOVATOR ETFS TRUST ZALT 45783Y442 $1.4M 0.86% 43,545 SH
26 T ROWE PRICE ETF INC TCAF 87283Q867 $1.4M 0.84% 39,047 SH
27 ISHARES TR ITOT 464287150 $1.4M 0.84% 9,672 SH
28 PALO ALTO NETWORKS INC PANW 697435105 $1.4M 0.82% 8,421 SH
29 J P MORGAN EXCHANGE TRADED F JAVA 46641Q167 $1.3M 0.78% 17,808 SH
30 GOLDMAN SACHS ETF TR GBIL 381430529 $1.2M 0.75% 12,395 SH
31 CALAMOS ETF TR CPSM 12811T605 $1.1M 0.68% 39,000 SH
32 BONDBLOXX ETF TRUST XONE 09789C861 $1.1M 0.67% 22,204 SH
33 INNOVATOR ETFS TRUST POCT 45782C797 $1.1M 0.66% 25,372 SH
34 NVIDIA CORPORATION NVDA 67066G104 $1.1M 0.64% 6,082 SH
35 ISHARES TR IWY 464289438 $1.0M 0.63% 4,199 SH
36 FIDELITY COVINGTON TRUST FBCG 316092352 $918.2K 0.56% 18,320 SH
37 INVESCO QQQ TR QQQ 46090E103 $836.9K 0.51% 1,450 SH
38 PACER FDS TR QDPL 69374H436 $824.9K 0.50% 20,552 SH
39 PROSHARES TR SH 74349Y753 $809.3K 0.49% 21,337 SH
40 FIDELITY MERRIMACK STR TR FCOR 316188101 $741.0K 0.45% 15,722 SH
41 INNOVATOR ETFS TRUST QBUF 45783Y160 $716.1K 0.43% 24,516 SH
42 AMAZON COM INC AMZN 023135106 $673.1K 0.41% 3,232 SH
43 TALKSPACE INC TALK 87427V103 $670.7K 0.41% 129,600 SH
44 TEMPUS AI INC TEM 88023B103 $633.1K 0.38% 14,000 SH
45 BONDBLOXX ETF TRUST XHLF 09789C788 $629.9K 0.38% 12,516 SH
46 INNOVATOR ETFS TRUST RBUF 45783Y228 $609.9K 0.37% 20,822 SH
47 ALPHABET INC GOOG 02079K107 $564.3K 0.34% 1,967 SH
48 ISHARES TR SGOV 46436E718 $559.8K 0.34% 5,562 SH
49 ISHARES INC EMXC 46434G764 $550.2K 0.33% 6,995 SH
50 APPLE INC AAPL 037833100 $514.9K 0.31% 2,029 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-21 $164.8M 84 0002012673-26-000002
2025-12-31 2026-01-20 $148.7M 86 0002012673-26-000001