Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SAGE MOUNTAIN ADVISORS LLC 04-23-2024 03-31-2024 408 962,170,954
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
GRAINGER W W INC COM 551 $276,715 272 0.00 0.00 -10 -3.55 03-31-2024
FORD MTR CO DEL COM 552 $275,122 20,717 0.00 0.00 9,282 81.17 03-31-2024
MONDELEZ INTL INC CL A 553 $274,969 3,928 0.00 0.00 -874 -18.20 03-31-2024
GENERAL DYNAMICS CORP COM 554 $274,015 970 0.00 970 +Inf 03-31-2024
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