1y return+10.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2024: $123 against $143 in the S&P 500.2
Sugar Maple Asset Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ABBVAbbvie Inc | $14.2M | 9.1% | |
| TFLOIshares Tr | $13.2M | 8.5% | +7.8% |
| GLDSpdr Gold Tr | $12.5M | 8.0% | −6.9% |
| IVVIshares Tr | $11.0M | 7.1% | −2.3% |
| STIPIshares Tr | $9.1M | 5.8% | +11.4% |
| ABTAbbott Laboratories | $6.1M | 3.9% | |
| SLVIshares Silver Tr | $6.1M | 3.9% | −7.0% |
| SHYIshares Tr | $5.9M | 3.8% | −9.1% |
| CLOIVaneck Etf Trust | $4.1M | 2.7% | +2.2% |
| FDRRFidelity Covington Trust | $3.4M | 2.2% | −3.4% |
| BKDVBny Mellon Etf Trust II | $3.1M | 2.0% | +21.9% |
| USMVIshares Tr | $3.1M | 2.0% | −6.1% |
| SLQDIshares Tr | $3.1M | 2.0% | +10.0% |
| SPYState Str Spdr S&p 500 Etf T | $3.0M | 2.0% | +44.6% |
| VIGVanguard Specialized Funds | $3.0M | 1.9% | −3.2% |
| PANWPalo Alto Networks Inc | $2.9M | 1.9% | +1.6% |
| SDYSpdr Series Trust | $2.8M | 1.8% | |
| FBNDFidelity Merrimack Str Tr | $2.5M | 1.6% | |
| NICNicolet Bankshares Inc | $2.4M | 1.5% | +3.9% |
| OAKMHarris Oakmark Etf Trust | $2.2M | 1.4% | −22.1% |
| FELGFidelity Covington Trust | $1.7M | 1.1% | +3.0% |
| LNTAlliant Energy Corp | $1.5M | 1.0% | |
| AGGIshares Tr | $1.5M | 1.0% | −88.2% |
| ITOTIshares Tr | $1.5M | 1.0% | −4.2% |
| TCAFT Rowe Price Exchange-traded | $1.5M | 1.0% | −7.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PANWPalo Alto Networks Inc | March 31, 2024 | +140.0% | $2.9M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $1.2M |
| NICNicolet Bankshares Inc | March 31, 2024 | +92.3% | $2.4M |
| SLVIshares Silver Tr | September 30, 2024 | +88.2% | $6.1M |
| GLDSpdr Gold Tr | March 31, 2024 | +79.1% | $12.5M |
| IWYIshares Tr | March 31, 2024 | +49.0% | $1.1M |
| SPYState Str Spdr S&p 500 Etf T | March 31, 2024 | +42.8% | $3.0M |
| ITOTIshares Tr | March 31, 2024 | +42.5% | $1.5M |
| IVVIshares Tr | March 31, 2024 | +42.4% | $11.0M |
| FDRRFidelity Covington Trust | March 31, 2024 | +39.4% | $3.4M |
Sold off last quarter
- QDPLPacer Fds Tr was $825K
- URAGlobal X Fds was $499K
- HALOHalozyme Therapeutics Inc was $439K
- APPApplovin Corp was $359K
- EOCTInnovator Etfs Trust was $349K
- LSGRNatixis Etf Trust II was $314K
- IOCTInnovator Etfs Trust was $286K
- MDLNMedline Inc was $267K
- LNGCheniere Energy Inc was $228K
- PANGThemes Etf Tr was $116K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.6% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +3.6% | +10.5% |
| March 31, 2025 | +2.6% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | −1.0% | +4.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sugar Maple Asset Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2012673&type=13F-HR&dateb=&owner=include&count=40CIK 2012673
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2012673/000201267326000004/Filed July 28, 2026 · accession 0002012673-26-000004