Sugar Maple Asset Management, LLC

Est. AUM

$164.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR GOLD TR	GOLD SHS	$15.6M	36356	9.50%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$13.0M	131390	7.92%	SOLE
3	ABBVIE INC	COM	$12.3M	56467	7.45%	SOLE
4	ISHARES TR	TRS FLT RT BD	$12.2M	241455	7.42%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$9.8M	15061	5.97%	SOLE
6	ISHARES SILVER TR	ISHARES	$8.3M	121740	5.03%	SOLE
7	ISHARES TR	0-5 YR TIPS ETF	$8.2M	79596	5.00%	SOLE
8	ABBOTT LABORATORIES	COM	$6.9M	67002	4.18%	SOLE
9	ISHARES TR	1 3 YR TREAS BD	$6.5M	78918	3.96%	SOLE
10	VANECK ETF TRUST	CLO ETF	$4.0M	76231	2.44%	SOLE
11	ISHARES TR	MSCI USA MIN VOL	$3.2M	34651	1.95%	SOLE
12	FIDELITY COVINGTON TRUST	DIVID ETF RISI	$3.1M	53547	1.91%	SOLE
13	ISHARES TR	0-5YR INVT GR CP	$2.9M	56459	1.73%	SOLE
14	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.8M	13125	1.71%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	18772	1.66%	SOLE
16	HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$2.7M	99411	1.66%	SOLE
17	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.5M	55170	1.53%	SOLE
18	BARCLAYS BANK PLC	IPATH S&P 500 SH	$2.4M	68225	1.48%	SOLE
19	BNY MELLON ETF TRUST II	DYNAMIC VALUE	$2.3M	76942	1.39%	SOLE
20	NICOLET BANKSHARES INC	COM	$2.1M	13912	1.26%	SOLE
21	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2803	1.11%	SOLE
22	PROSHARES TR	PSHS SHORT DOW30	$1.5M	63000	0.93%	SOLE
23	ALLIANT ENERGY CORP	COM	$1.4M	20183	0.88%	SOLE
24	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$1.4M	37776	0.86%	SOLE
25	INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$1.4M	43545	0.86%	SOLE
26	T ROWE PRICE ETF INC	CAP APPRECIATION	$1.4M	39047	0.84%	SOLE
27	ISHARES TR	CORE S&P TTL STK	$1.4M	9672	0.84%	SOLE
28	PALO ALTO NETWORKS INC	COM	$1.4M	8421	0.82%	SOLE
29	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$1.3M	17808	0.78%	SOLE
30	GOLDMAN SACHS ETF TR	ACCES TREASURY	$1.2M	12395	0.75%	SOLE
31	CALAMOS ETF TR	S P 500 STRUCTUR	$1.1M	39000	0.68%	SOLE
32	BONDBLOXX ETF TRUST	BLOOMBERG ONE YR	$1.1M	22204	0.67%	SOLE
33	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.1M	25372	0.66%	SOLE
34	NVIDIA CORPORATION	COM	$1.1M	6082	0.64%	SOLE
35	ISHARES TR	RUS TP200 GR ETF	$1.0M	4199	0.63%	SOLE
36	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$918K	18320	0.56%	SOLE
37	INVESCO QQQ TR	UNIT SER 1	$837K	1450	0.51%	SOLE
38	PACER FDS TR	METAURUS CAP 400	$825K	20552	0.50%	SOLE
39	PROSHARES TR	SHORT S&P 500 NE	$809K	21337	0.49%	SOLE
40	FIDELITY MERRIMACK STR TR	CORP BOND ETF	$741K	15722	0.45%	SOLE
41	INNOVATOR ETFS TRUST	NASDAQ-100 10 BU	$716K	24516	0.43%	SOLE
42	AMAZON COM INC	COM	$673K	3232	0.41%	SOLE
43	TALKSPACE INC	COM	$671K	129600	0.41%	SOLE
44	TEMPUS AI INC	CL A	$633K	14000	0.38%	SOLE
45	BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$630K	12516	0.38%	SOLE
46	INNOVATOR ETFS TRUST	US SMALL CAP 10	$610K	20822	0.37%	SOLE
47	ALPHABET INC	CAP STK CL C	$564K	1967	0.34%	SOLE
48	ISHARES TR	0-3 MNTH TREASRY	$560K	5562	0.34%	SOLE
49	ISHARES INC	MSCI EMRG CHN	$550K	6995	0.33%	SOLE
50	APPLE INC	COM	$515K	2029	0.31%	SOLE

1–50 of 84

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.