Sugar Maple Asset Management, LLC

All 13F Filings

Location
Sister Bay, WI
Most recent 13F
Q1 2026
Holdings value ($000)
164,751
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/21/2026 84 164,751 13F-HR Sugar Maple Asset Management, LLC
Q4 2025 1/20/2026 84 148,733 13F-HR Sugar Maple Asset Management, LLC
Q3 2025 10/29/2025 80 139,789 13F-HR Sugar Maple Asset Management, LLC
Q2 2025 8/15/2025 76 128,275 13F-HR Sugar Maple Asset Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 44.59 K 29.2% 0 50.68 K -50.68 K
ETFs 107.2 K 70.3% 64.3 K 0 64.3 K
Debt 741 0.5% 164 0 164
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Fund Snapshot

Q1 2026
Latest filed
4/21/2026
Total value ($000)
164,751
Holdings
84
QoQ value change ($000)
16,018 (10.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.