Sugar Maple Asset Management, LLC

CIK 0002012673 • 6 13F filings • Apr 10, 2025 – Jul 28, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $128.3M75 positionsView on SEC.gov

			% of Portfolio
ABACUS GLOBAL MGMT INC	CL A	$139K	0.1%	27,000 SH	New
ABBOTT LABS	COM	$9.1M	7.1%	67,007 SH	New
ABBVIE INC	COM	$10.5M	8.2%Prev: 7.5%	56,648 SH	Decreased+181 SH
ALLIANT ENERGY CORP	COM	$1.2M	0.9%Prev: 0.9%	20,103 SH	Decreased-80 SH
ALPHABET INC	CAP STK CL C	$333K	0.3%Prev: 0.3%	1,877 SH	Decreased-90 SH
AMAZON COM INC	COM	$518K	0.4%Prev: 0.4%	2,361 SH	Decreased-871 SH
APPLE INC	COM	$401K	0.3%Prev: 0.3%	1,957 SH	Decreased-72 SH
AQUESTIVE THERAPEUTICS INC	COM	$40K	0.0%Prev: 0.1%	12,000 SH	Decreased-46,060 SH
BARCLAYS BANK PLC	IPATH S&P 500 SH	$601K	0.5%Prev: 1.5%	12,500 SH	Decreased-55,725 SH
BONDBLOXX ETF TRUST	BLOOMBERG ONE YR	$943K	0.7%Prev: 0.7%	19,001 SH	Decreased-3,203 SH
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$1.5M	1.2%Prev: 0.4%	29,399 SH	Increased+16,883 SH
CALAMOS ETF TR	S P 500 STRUCTUR	$1.1M	0.8%Prev: 0.7%	39,000 SH	Decreased
CROWDSTRIKE HLDGS INC	CL A	$223K	0.2%	438 SH	New
DIH HLDG US INC	CL A	$11K	0.0%	42,900 SH	New
FIDELITY COVINGTON TRUST	DIVID ETF RISI	$3.1M	2.4%Prev: 1.9%	57,449 SH	Decreased+3,902 SH
FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$434K	0.3%	8,661 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$287K	0.2%	3,049 SH	New
FORWARD AIR CORP	COM	$587K	0.5%	23,900 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$1.3M	1.0%Prev: 0.8%	12,860 SH	Increased+465 SH
GOODRX HLDGS INC	COM CL A	$189K	0.1%	38,000 SH	New
HALOZYME THERAPEUTICS INC	COM	$744K	0.6%Prev: 0.3%	14,300 SH	Increased+7,500 SH
HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$668K	0.5%Prev: 1.7%	25,995 SH	Decreased-73,416 SH
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$366K	0.3%Prev: 0.2%	12,935 SH	Increased+2,000 SH
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$301K	0.2%Prev: 0.2%	9,150 SH	Increased+1,000 SH
INNOVATOR ETFS TRUST	INTL DVLPD 10 BU	$220K	0.2%Prev: 0.2%	7,934 SH	Decreased-4,186 SH
INNOVATOR ETFS TRUST	NASDAQ-100 10 BU	$596K	0.5%Prev: 0.4%	21,633 SH	Decreased-2,883 SH
INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$924K	0.7%Prev: 0.9%	30,000 SH	Decreased-13,545 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$483K	0.4%Prev: 0.3%	11,948 SH	Decreased+600 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.6M	1.3%Prev: 0.8%	38,622 SH	Increased+6,880 SH
INNOVATOR ETFS TRUST	US SMALL CAP 10	$418K	0.3%Prev: 0.4%	15,270 SH	Decreased-5,552 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.3M	1.0%Prev: 0.1%	11,495 SH	Increased+9,551 SH
INVESCO QQQ TR	UNIT SER 1	$469K	0.4%Prev: 0.5%	850 SH	Decreased-600 SH
ISHARES SILVER TR	ISHARES	$3.0M	2.3%Prev: 5.0%	90,334 SH	Decreased-31,406 SH
ISHARES TR	0-3 MNTH TREASRY	$577K	0.4%Prev: 0.3%	5,727 SH	Increased+165 SH
ISHARES TR	0-5 YR TIPS ETF	$6.7M	5.2%Prev: 5.0%	64,796 SH	Decreased-14,800 SH
ISHARES TR	0-5YR INVT GR CP	$1.7M	1.3%Prev: 1.7%	33,373 SH	Decreased-23,086 SH
ISHARES TR	1 3 YR TREAS BD	$5.7M	4.5%Prev: 4.0%	69,106 SH	Decreased-9,812 SH
ISHARES TR	CORE S&P TTL STK	$1.3M	1.0%Prev: 0.8%	9,666 SH	Decreased-6 SH
ISHARES TR	CORE S&P500 ETF	$9.4M	7.3%Prev: 6.0%	15,140 SH	Decreased+79 SH
ISHARES TR	CYBERSECURITY	$322K	0.3%	6,043 SH	New
ISHARES TR	MSCI USA MIN VOL	$3.4M	2.6%Prev: 2.0%	36,156 SH	Increased+1,505 SH
ISHARES TR	RUS 1000 GRW ETF	$530K	0.4%Prev: 0.3%	1,249 SH	Increased+250 SH
ISHARES TR	RUS TP200 GR ETF	$1.8M	1.4%Prev: 0.6%	7,217 SH	Increased+3,018 SH
ISHARES TR	SHORT TREAS BD	$303K	0.2%	2,742 SH	New
ISHARES TR	TRS FLT RT BD	$10.7M	8.4%Prev: 7.4%	211,980 SH	Decreased-29,475 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$1.7M	1.3%Prev: 0.8%	26,357 SH	Increased+8,549 SH
KIMBERLY-CLARK CORP	COM	$285K	0.2%Prev: 0.2%	2,211 SH	Decreased-1,851 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$232K	0.2%	5,000 SH	New
MICROSOFT CORP	COM	$563K	0.4%Prev: 0.3%	1,133 SH	Increased-68 SH
NICOLET BANKSHARES INC	COM	$1.4M	1.1%Prev: 1.3%	11,319 SH	Decreased-2,593 SH
NVIDIA CORPORATION	COM	$741K	0.6%Prev: 0.6%	4,690 SH	Decreased-1,392 SH
PACER FDS TR	METAURUS CAP 400	$1.2M	0.9%Prev: 0.5%	30,852 SH	Increased+10,300 SH
PACER FDS TR	SWAN SOS FD OF	$3.7M	2.9%	122,626 SH	New
PALO ALTO NETWORKS INC	COM	$1.2M	0.9%Prev: 0.8%	5,792 SH	Decreased-2,629 SH
PINTEREST INC	CL A	$444K	0.3%	12,375 SH	New
PROCTER AND GAMBLE CO	COM	$276K	0.2%	1,733 SH	New
PROSHARES TR	SHORT S&P 500 NE	$847K	0.7%Prev: 0.5%	21,337 SH	Increased
SKYWATER TECHNOLOGY INC	COM	$253K	0.2%	25,730 SH	New
SNAP INC	CL A	$232K	0.2%Prev: 0.2%	26,644 SH	Decreased-50,056 SH
SPDR GOLD TR	GOLD SHS	$11.0M	8.6%Prev: 9.5%	35,981 SH	Decreased-375 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.7M	1.3%	2,703 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$2.9M	2.3%	21,272 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$3.5M	2.7%Prev: 0.8%	99,059 SH	Increased+60,012 SH
TALKSPACE INC	COM	$234K	0.2%Prev: 0.4%	84,000 SH	Decreased-45,600 SH
TEMPUS AI INC	CL A	$286K	0.2%Prev: 0.4%	4,500 SH	Decreased-9,500 SH
TRANSMEDICS GROUP INC	COM	$536K	0.4%Prev: 0.2%	4,000 SH	Increased+1,000 SH
TRINSEO PLC	SHS	$41K	0.0%	13,000 SH	New
UBER TECHNOLOGIES INC	COM	$469K	0.4%	5,031 SH	New
UNDER ARMOUR INC	CL C	$68K	0.1%Prev: 0.0%	10,500 SH	Increased
VANECK ETF TRUST	CLO ETF	$3.8M	3.0%Prev: 2.4%	72,685 SH	Decreased-3,546 SH
VANECK ETF TRUST	IG FLOATING RATE	$237K	0.2%Prev: 0.2%	9,279 SH	Decreased-3,270 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$382K	0.3%	4,068 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$321K	0.2%Prev: 0.2%	1,055 SH	Decreased+50 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.7M	2.9%Prev: 1.7%	18,044 SH	Increased+4,919 SH
WOLFSPEED INC	COM	$5K	0.0%	12,790 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $6.9M
APPLOVIN CORP — $359K
ASML HLDG NV — $231K
BNY MELLON ETF TRUST II — $2.3M
CAPITAL GRP FIXED INCM ETF T — $300K
CHENIERE ENERGY INC — $228K
EA SERIES TRUST — $353K
FIDELITY COVINGTON TRUST — $918K
FIDELITY COVINGTON TRUST — $1.4M
FIDELITY COVINGTON TRUST — $202K
FIDELITY MERRIMACK STR TR — $741K
FIDELITY MERRIMACK STR TR — $2.5M
GLOBAL X FDS — $499K
INNOVATOR ETFS TRUST — $452K
IOVANCE BIOTHERAPEUTICS INC — $421K
ISHARES INC — $550K
ISHARES TR — $13.0M
ISHARES TR — $382K
ISHARES TR — $270K
MEDLINE INC — $267K
… and 9 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002012673-26-000006	—	View
Jan 20, 2026	Q4 2025	13F-HR	0002012673-26-000001	$148.7M	View
Oct 29, 2025