Sugar Maple Asset Management, LLC
All 13F Filings
- Location
- Sister Bay, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 155,112
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 81 | 155,112 | 13F-HR | Sugar Maple Asset Management, LLC |
| 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 | 48.86 K | 34.4% | 4.264 K | 0 | 4.264 K |
| ETFs | 92.28 K | 65.0% | 0 | 14.92 K | -14.92 K |
| Debt | 800 | 0.6% | 59 | 0 | 59 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
155,112
Holdings
81
QoQ value change ($000)
-9,639
(-5.9%)
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.