Sugar Maple Asset Management, LLC
84 holdingsFiling period: 2026-03-31Current AUM: $169.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 36.4K | $15.6M | $13.5M | 7.96% | +1.7K | 2026-03-31 |
| 2 | AGG | ISHARES TR | 131.4K | $13.0M | $12.8M | 7.54% | -- | 2026-03-31 |
| 3 | ABBV | ABBVIE INC | 56.5K | $12.3M | $14.2M | 8.35% | -131 | 2026-03-31 |
| 4 | TFLO | ISHARES TR | 241.5K | $12.2M | $12.2M | 7.21% | +43.5K | 2026-03-31 |
| 5 | IVV | ISHARES TR | 15.1K | $9.8M | $11.3M | 6.66% | +30 | 2026-03-31 |
| 6 | SLV | ISHARES SILVER TR | 121.7K | $8.3M | $6.4M | 3.76% | +3.9K | 2026-03-31 |
| 7 | STIP | ISHARES TR | 79.6K | $8.2M | $8.1M | 4.75% | +6.1K | 2026-03-31 |
| 8 | ABT | ABBOTT LABORATORIES | 67.0K | $6.9M | $7.1M | 4.17% | -5 | 2026-03-31 |
| 9 | SHY | ISHARES TR | 78.9K | $6.5M | $6.5M | 3.81% | +592 | 2026-03-31 |
| 10 | CLOI | VANECK ETF TRUST | 76.2K | $4.0M | $4.0M | 2.38% | -1,322 | 2026-03-31 |
| 11 | USMV | ISHARES TR | 34.7K | $3.2M | $3.4M | 2.00% | -27 | 2026-03-31 |
| 12 | FDRR | FIDELITY COVINGTON TRUST | 53.5K | $3.1M | $3.6M | 2.14% | -1,634 | 2026-03-31 |
| 13 | SLQD | ISHARES TR | 56.5K | $2.9M | $2.8M | 1.67% | -12,130 | 2026-03-31 |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | 13.1K | $2.8M | $3.1M | 1.85% | -1,646 | 2026-03-31 |
| 15 | OAKM | HARRIS OAKMARK ETF TRUST | 99.4K | $2.7M | $3.0M | 1.77% | +42.1K | 2026-03-31 |
| 16 | SDY | SPDR SERIES TRUST | 18.8K | $2.7M | $2.9M | 1.71% | -250 | 2026-03-31 |
| 17 | FBND | FIDELITY MERRIMACK STR TR | 55.2K | $2.5M | $2.5M | 1.45% | +4.2K | 2026-03-31 |
| 18 | VXX | BARCLAYS BANK PLC | 68.2K | $2.4M | $1.4M | 0.85% | +54.0K | 2026-03-31 |
| 19 | BKDV | BNY MELLON ETF TRUST II | 76.9K | $2.3M | $2.6M | 1.54% | +35.7K | 2026-03-31 |
| 20 | NIC | NICOLET BANKSHARES INC | 13.9K | $2.1M | $2.4M | 1.40% | -- | 2026-03-31 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | 2.8K | $1.8M | $2.1M | 1.23% | -700 | 2026-03-31 |
| 22 | DOG | PROSHARES TR | 63.0K | $1.5M | $1.4M | 0.80% | -27,000 | 2026-03-31 |
| 23 | LNT | ALLIANT ENERGY CORP | 20.2K | $1.4M | $1.4M | 0.84% | -- | 2026-03-31 |
| 24 | FELG | FIDELITY COVINGTON TRUST | 37.8K | $1.4M | $1.6M | 0.95% | -- | 2026-03-31 |
| 25 | ZALT | INNOVATOR ETFS TRUST | 43.5K | $1.4M | $1.5M | 0.87% | -- | 2026-03-31 |
← Scroll →
Page 1 of 4