Sugar Maple Asset Management, LLC
•CIK: 2012673•Filing: Q4 2025
**Sugar Maple Asset Management, LLC** manages $149M across a portfolio of 84 distinct positions. The firm maintains significant exposure to healthcare and defensive sectors, highlighted by top holdings in GQ9 ($13.7M) and ABBV ($12.9M). Notable allocations also include broad market ETFs such as IVV ($10.3M) and defensive income plays like SHY ($6.5M). This positioning suggests a focus on established, resilient names within its current mandate.
Total AUM
$148.7M
QoQ Performance
+6.4%
Positions
55
Top 10 Concentration
57.4%
Latest Filing
Q4 2025
Top Holdings Allocation
GQ9
ABBV
IVV
TFLO
ABT
SLV
STIP
GQ99.2%
ABBV8.7%
IVV6.9%
TFLO6.7%
ABT5.6%
SLV5.1%
STIP5.1%
SHY4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.5%
Healthcare14.3%
ETF8.5%
Technology2.0%
Consumer0.7%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW14 new positions
↑33 increased
↓19 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024