Sage Capital Management, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 30, 2024), Sage Capital Management, LLC reported 161 stock positions worth $208.2 million. Its top holding was Global X US Infrastructure (PAVE) at 4.5% of the portfolio, followed by Nvidia (NVDA, 4.1%) and Invesco Water Resources ETF (PHO, 4.0%). Compared with Q2 2024, it opened 16 new positions, sold out of 9, added to 96 and reduced 28. The biggest buy was a new position in Otis Worldwide (OTIS) and the biggest sale Dire Dai Tec Bull 3X ETF-Usd (TECL, shares −50%).

Most Recent 13F
Q2 2026
Location
Stockton, NJ
CIK
0002030667
Portfolio Value
$208.2M (Q3 2024)
SEC Filing
0001172661-24-004411 ↗ filed Oct 30, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $184.3M Q1 2024 Q2 2024: $190.3M Q2 2024 Q3 2024: $208.2M $208.2M Q3 2024 Q4 2024: $197.9M Q4 2024 Q1 2025: $184.2M Q1 2025 Q2 2025: $207.8M Q2 2025 Q3 2025: $222.2M Q3 2025 Q4 2025: $216.4M Q4 2025 Q1 2026: $212.8M Q1 2026 Q2 2026: $256.2M Q2 2026

Holdings 161 stocks · $208.2M
PAVE Global X US Infrastructure 4.54% 229,720 $9.5M Add +0.4%
NVDA Nvidia Corp. 4.07% 69,714 $8.5M Add +0.4%
PHO Invesco Water Resources ETF 3.99% 117,905 $8.3M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 3.84% 13,924 $8.0M Reduce -5.4%
XLK SS Technology Select Sector 3.83% 35,336 $8.0M Add +6.5%
AAPL Apple Inc. 3.23% 28,866 $6.7M Add +1.1%
QQQ Invesco QQQ Trust Series 1 2.86% 12,200 $6.0M Add +16.0%
HACK Amplify Cybersecurity ETF 2.62% 79,855 $5.5M Reduce -0.1%
XLP SS Consumer Staples Sel Sect 2.60% 65,203 $5.4M Add +4.0%
RSP Invesco S&P 500 Equal Weight 2.46% 28,546 $5.1M Add +0.2%
DON Wisdomtree US Midcap Dividen 2.28% 92,743 $4.7M Add +0.4%
XITK SS SPDR F Inno Tech ETF 2.04% 27,547 $4.3M No change
CWB SS SPDR BB Conv Sec ETF 1.92% 52,071 $4.0M Reduce -3.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.91% 18,032 $4.0M Add +0.5%
HQH Abrdn Healthcare Investors 1.82% 203,836 $3.8M Add +1.4%
STXF Strive 500 ETF 1.82% 102,910 $3.8M Add +18.1%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.71% 30,031 $3.6M Add +0.4%
SDY SS SPDR S&P Dividend ETF 1.66% 24,404 $3.5M Reduce -0.1%
BOTZ Global X Robotics & Artifici 1.62% 104,701 $3.4M Add +3.5%
MSFT Microsoft Corp. 1.53% 7,387 $3.2M Add +0.1%
MINT PIMCO Enhanced Short Maturit 1.35% 27,993 $2.8M Add +0.5%
XBXMX Nuveen S&P 500 Buy-WR Inc. 1.33% 201,770 $2.8M Reduce -5.9%
PBJ Invesco Food & Beverage ETF 1.30% 55,869 $2.7M Add +0.2%
XBI SS SPDR S&P Biotech ETF 1.12% 23,637 $2.3M Reduce -3.7%
CIBR First Trust Nasdaq Cybersecu 1.01% 35,340 $2.1M Add +0.1%
OTIS Otis Worldwide Corp. 0.96% 19,292 $2.0M New
JEPI JPMorgan Equity Premium Inco 0.94% 32,942 $2.0M Reduce -12.7%
LAMR Lamar Advertising Co. Class A 0.91% 14,216 $1.9M Add +0.7%
XHB SS SPDR S&P Homebldrs ETF 0.89% 14,897 $1.9M Add +0.1%
GRID First TRST Nasd Class Edg Sgiif 0.89% 14,577 $1.9M Add +0.3%
XLV SS Health Care Select Sector 0.87% 11,732 $1.8M Add +18.8%
AMT American Tower Corp. 0.86% 7,734 $1.8M Add +0.4%
SDOG Alps Sector Dividend Dogs 0.83% 29,331 $1.7M Add +0.8%
IWF iShares Russell 1000 Growth 0.79% 4,365 $1.6M Reduce -5.4%
PSA Public Storage 0.78% 4,469 $1.6M Add +0.6%
TQQQ Proshares Ultrapro QQQ 0.78% 22,415 $1.6M Reduce -10.2%
SKYY First Trust Cloud Computing 0.74% 15,113 $1.5M Reduce -2.5%
BRK.B Berkshire Hathaway Inc. Class B 0.74% 3,356 $1.5M No change
HEDJ Wisdomtree Europe Hedged Equ 0.74% 34,131 $1.5M Add +22.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.72% 3,522 $1.5M Add +59.0%
IJH iShares Core S&P Midcap ETF 0.66% 22,202 $1.4M Add +0.4%
VTIP Vanguard Short-Term Tips 0.66% 27,955 $1.4M Reduce -6.0%
FDN First Trust DJ Internet Ind 0.66% 6,506 $1.4M Reduce -0.1%
XOM Exxon Mobil Corp. 0.63% 11,233 $1.3M Add +0.5%
DBEF Xtrackers MSCI Eafe Hedged E 0.61% 30,437 $1.3M Reduce -1.2%
SPHQ Invesco S&P 500 Quality ETF 0.61% 18,788 $1.3M Reduce -2.5%
SNY Sanofi-ADR 0.58% 21,086 $1.2M Add +2.4%
XLB SS Materials Select Sector 0.58% 12,571 $1.2M Add +0.4%
AMZN Amazon.com Inc. 0.58% 6,479 $1.2M No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.53% 13,616 $1.1M Add +0.5%
COST Costco Wholesale Corp. 0.52% 1,229 $1.1M Add +0.2%
SPHD Invesco S&P 500 High Dividen 0.52% 21,402 $1.1M Add +0.7%
FIW First Trust Water ETF 0.49% 9,375 $1.0M Add +0.0%
IVV iShares Core S&P 500 ETF 0.49% 1,766 $1.0M Add +0.1%
VAW Vanguard Materials ETF 0.48% 4,714 $997K Add +0.3%
OKE Oneok Inc. 0.46% 10,409 $949K Add +1.0%
EWU iShares MSCI United Kingdom 0.45% 25,033 $937K Reduce -10.8%
PG The Procter & Gamble Co. 0.44% 5,273 $913K Add +0.3%
LLY Eli Lilly & Co. 0.44% 1,023 $907K No change
STAG Stag Industrial Inc. 0.42% 22,498 $879K Add +0.6%
PFF iShares Preferred & Income S 0.42% 26,079 $867K Add +0.8%
INDA iShares MSCI India ETF 0.38% 13,357 $782K No change
HD Home Depot Inc. 0.35% 1,789 $725K Add +0.1%
ECL Ecolab Inc. 0.35% 2,839 $725K Add +0.1%
IYH iShares U.S. Healthcare ETF 0.35% 11,120 $723K Add +0.3%
RQI Cohen & Steers Qual Inc. RLTY 0.33% 48,729 $690K Add +1.8%
VIG Vanguard Dividend Apprec ETF 0.33% 3,423 $678K Add +0.2%
AXP American Express Co. 0.32% 2,494 $676K Add +0.0%
ABBV Abbvie Inc. 0.32% 3,389 $669K Add +0.2%
LIT Global X Lithium & Battery T 0.32% 15,297 $667K Add +0.5%
META Meta Platforms Inc. Class A 0.31% 1,144 $655K Add +0.3%
PECO Phillips Edison & Company Inc. 0.30% 16,837 $635K Add +0.5%
HFRO Highland Opport & Income 0.30% 101,438 $622K Reduce -14.0%
GOOGL Alphabet Inc. Class A 0.30% 3,722 $617K Add +0.2%
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.30% 16,795 $616K Add +0.7%
IHI iShares U.S. Medical Devices 0.29% 10,364 $614K Add +0.1%
DLR Digital Realty Trust Inc. 0.29% 3,710 $600K Add +0.2%
HST Host Hotels & Resorts Inc. 0.29% 33,991 $598K Add +0.5%
VCIT Vanguard Int-Term Corporate 0.28% 7,034 $589K Reduce -9.9%
IWN iShares Russell 2000 Value E 0.28% 3,469 $579K Reduce -20.9%
MAR Marriott International Class A 0.27% 2,220 $552K No change
XLY SS Consumer Disc Select Sect 0.26% 2,730 $547K Add +0.2%
TECL Dire Dai Tec Bull 3X ETF-Usd 0.26% 6,248 $547K Reduce -50.3%
CRWD CrowdStrike Holdings Inc. Class A 0.25% 1,890 $531K Add +195.3%
PEP Pepsico Inc. 0.25% 3,042 $517K Add +0.3%
IFRA iShares US Infrastructure 0.25% 10,935 $514K Add +0.1%
WMT Walmart Inc. 0.24% 6,300 $509K Add +0.1%
IWO iShares Russell 2000 Growth 0.24% 1,784 $507K Reduce -4.8%
MVV Proshares Ultra MIDCAP400 0.24% 7,264 $502K Add +0.1%
RSPU Invesco S&P 500 Equal Weight 0.24% 7,152 $491K Add +0.6%
VNQ Vanguard Real Estate ETF 0.24% 5,030 $490K Add +1.0%
KRE SS SPDR S&P Regional Bank 0.23% 8,284 $469K Reduce -8.2%
JNJ Johnson & Johnson 0.22% 2,802 $454K Add +0.4%
CHD Church & Dwight Co. Inc. 0.21% 4,261 $446K No change
WMB Williams Cos Inc. 0.21% 9,770 $446K Add +1.0%
RSPS Invesco S&P 500 Equal Weight 0.21% 13,717 $444K Reduce -10.3%
DVY iShares Select Dividend ETF 0.21% 3,272 $442K Add +1.0%
VTI VG Morningstar TS MKT ETF-US 0.21% 1,532 $434K Add +0.3%
TSLA Tesla Inc. 0.21% 1,656 $433K No change
WES Western Midstream Partners L 0.20% 10,961 $419K Reduce -3.1%
GD General Dynamics Corp. 0.20% 1,368 $413K New
FELG Fidelity Enh LRG Cap GWTH 0.20% 12,235 $406K Add +0.1%
XEXGX Eaton Vance Tax-Managed Glob 0.19% 46,431 $405K No change
JEF Jefferies Financial Group Inc. 0.19% 6,560 $404K Add +0.6%
PFE Pfizer Inc. 0.19% 13,883 $402K Add +0.7%
ABT Abbott Laboratories 0.19% 3,433 $391K Add +0.2%
XAODX Abrdn Total Dynamic Dividend 0.19% 42,500 $387K Add +90.6%
IJR iShares Core S&P Small-Cap E 0.18% 3,286 $384K Add +0.3%
IJS iShares S&P Small-Cap 600 Va 0.18% 3,549 $382K Reduce -11.3%
JPM JPMorgan Chase & Co. 0.18% 1,803 $380K Add +0.4%
KBE SS SPDR S&P Bank ETF 0.18% 7,085 $375K Add +0.6%
AVK Advent Convert & Income 0.18% 31,700 $372K Add +31.0%
RSPT Invesco S&P 500 Equal Weight 0.17% 9,608 $362K Add +0.1%
TXN Texas Instruments Inc. 0.16% 1,600 $331K No change
ET Energy Transfer LP 0.16% 20,250 $325K Add +1.3%
VYM Vanguard High DVD Yield ETF 0.15% 2,490 $319K Add +0.7%
ARM Arm Holdings PLC-ADR 0.15% 2,232 $319K Add +7.6%
DSI iShares ESG MSCI KLD 400 ETF 0.15% 2,835 $308K No change
FPF First TR Interm Dur & Inc. 0.15% 15,500 $303K No change
MCD McDonald's Corp. 0.15% 992 $302K Add +0.1%
FUN Six Flags Entertainment Corp. 0.14% 7,413 $299K New
IWM iShares Russell 2000 ETF 0.14% 1,282 $283K Reduce -27.4%
HRZN Horizon Technology Finance C 0.13% 25,000 $266K No change
CX Cemex Sab-Spons ADR Part Cer 0.13% 42,849 $261K Add +35.1%
ED Consolidated Edison Inc. 0.12% 2,488 $259K Add +0.4%
XLI SS Industrial Select Sector 0.12% 1,880 $255K Add +0.3%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.12% 7,600 $253K Add +0.0%
QYLD Global X Nasd 100 Cov Call 0.12% 14,007 $253K Add +2.4%
PLD Prologis Inc. 0.12% 1,927 $243K Add +0.1%
PLTR Palantir Technologies Inc. Class A 0.12% 6,500 $242K New
SSO Proshares Ultra S&P500 0.12% 2,668 $241K Add +0.1%
CLIX Proshares Long Online/Short 0.12% 5,152 $240K Add +0.1%
FAN First Trust Global Wind Ener 0.11% 12,853 $232K Add +0.1%
CVX Chevron Corp. 0.11% 1,550 $228K No change
NSC Norfolk Southern Corp. 0.11% 895 $222K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.11% 3,079 $221K New
T AT&T Inc. 0.11% 10,015 $220K New
VRTX Vertex Pharmaceuticals Inc. 0.11% 472 $220K No change
IYT iShares US Transportation Et 0.10% 3,123 $215K Add +0.3%
CMCSA Comcast Corp. Class A 0.10% 5,132 $214K New
TSM Taiwan Semiconductor-SP ADR 0.10% 1,233 $214K New
CR Crane Co. 0.10% 1,351 $214K New
XSLV Invesco S&P Smallcap Low Vol 0.10% 4,442 $214K New
COP Conocophillips 0.10% 2,023 $213K Add +0.6%
XLE SS Energy Select Sector 0.10% 2,345 $206K Add +0.5%
XLF SS Financial Select Sector 0.10% 4,447 $202K New
GILD Gilead Sciences Inc. 0.10% 2,399 $201K New
AMD Advanced Micro Devices 0.10% 1,223 $201K New
HYLB Xtrackers Usd High Yield Cor 0.10% 5,423 $200K New
JPC Nuveen Prefered & Income Opp 0.08% 21,000 $169K New
THW Abrdn World Healthcare Fund 0.08% 12,200 $162K No change
EOD Allspring Global Dividend Op 0.06% 26,369 $132K Reduce -7.5%
NMZ Nuveen Muni Hi Inc. Opport 0.06% 10,500 $122K No change
BRW Saba Capital Income & Opport 0.05% 13,917 $106K Add +0.1%
XIGDX Voya GLBL Eqty DVD & PRM Opp 0.04% 16,000 $90K No change
PSEC Prospect Capital Corp. 0.04% 15,500 $83K Add +10.7%
NCV Virtus Convertible & Income 0.02% 14,000 $49K No change
ORMP Oramed Pharmaceuticals Inc. 0.02% 16,750 $41K No change
CVGI Commercial Vehicle Group Inc. 0.02% 10,000 $33K Reduce -23.1%
CUTRQ Cutera Inc. 0.01% 18,500 $15K Reduce -21.3%
AMARIN CORP PLC 0.00% 13,000 $8K No change
Other holdings (2): bonds, preferreds, convertibles and warrants · $204K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 160$204KNew
ADVENT CONVERTIBLE AND INCOM RIGHT 10/17/2024 25,200$504Add +4.1%

Total filed on the 13F, all lines: $208.4M.

Portfolio Sells Q2 2024 → Q3 2024
TECL Dire Dai Tec Bull 3X ETF-Usd Reduce -50.3% 0.26% −0.38
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.4% 3.84% −0.37
FLRN SS SPDR BB Ig Float RT ETF Sold out 0.00% −0.36
CEDAR FAIR LP Sold out 0.00% −0.21
XBXMX Nuveen S&P 500 Buy-WR Inc. Reduce -5.9% 1.33% −0.19
TQQQ Proshares Ultrapro QQQ Reduce -10.2% 0.78% −0.19
JEPI JPMorgan Equity Premium Inco Reduce -12.7% 0.94% −0.18
LDP Cohen & Steers Limited Durat Sold out 0.00% −0.12
CWB SS SPDR BB Conv Sec ETF Reduce -3.3% 1.92% −0.12
VCSH Vanguard S/T Corp. Bond ETF Sold out 0.00% −0.12
CL Colgate-Palmolive Co. Sold out 0.00% −0.11
FDX FedEx Corp. Sold out 0.00% −0.11
HACK Amplify Cybersecurity ETF Reduce -0.1% 2.62% −0.10
IWF iShares Russell 1000 Growth Reduce -5.4% 0.79% −0.10
VTIP Vanguard Short-Term Tips Reduce -6.0% 0.66% −0.10
HFRO Highland Opport & Income Reduce -14.0% 0.30% −0.09
RITM Rithm Capital Corp. Sold out 0.00% −0.07
XBI SS SPDR S&P Biotech ETF Reduce -3.7% 1.12% −0.07
IWN iShares Russell 2000 Value E Reduce -20.9% 0.28% −0.07
EWU iShares MSCI United Kingdom Reduce -10.8% 0.45% −0.06
KYN Kayne Anderson Energy Infra Sold out 0.00% −0.06
DBEF Xtrackers MSCI Eafe Hedged E Reduce -1.2% 0.61% −0.06
IWM iShares Russell 2000 ETF Reduce -27.4% 0.14% −0.05
CBRE GBL REAL ESTATE INC FD Sold out 0.00% −0.05
VCIT Vanguard Int-Term Corporate Reduce -9.9% 0.28% −0.04
FDN First Trust DJ Internet Ind Reduce -0.1% 0.66% −0.04
SPHQ Invesco S&P 500 Quality ETF Reduce -2.5% 0.61% −0.04
SKYY First Trust Cloud Computing Reduce -2.5% 0.74% −0.04
WES Western Midstream Partners L Reduce -3.1% 0.20% −0.03
RSPS Invesco S&P 500 Equal Weight Reduce -10.3% 0.21% −0.03
IJS iShares S&P Small-Cap 600 Va Reduce -11.3% 0.18% −0.02
CVGI Commercial Vehicle Group Inc. Reduce -23.1% 0.02% −0.02
IWO iShares Russell 2000 Growth Reduce -4.8% 0.24% −0.01
CUTRQ Cutera Inc. Reduce -21.3% 0.01% −0.01
EOD Allspring Global Dividend Op Reduce -7.5% 0.06% −0.01
KRE SS SPDR S&P Regional Bank Reduce -8.2% 0.23% −0.01
SDY SS SPDR S&P Dividend ETF Reduce -0.1% 1.66% +0.03

Portfolio Buys Q2 2024 → Q3 2024
OTIS Otis Worldwide Corp. New 0.96% +0.96
IRM Iron Mountain Inc. Add +0.4% 1.71% +0.31
IBM Intl Business Machines Corp. Add +0.5% 1.91% +0.28
DIA SS SPDR Dow Jones Indus Avg Add +59.0% 0.72% +0.26
STXF Strive 500 ETF Add +18.1% 1.82% +0.22
QQQ Invesco QQQ Trust Series 1 Add +16.0% 2.86% +0.21
GD General Dynamics Corp. New 0.20% +0.20
FUN Six Flags Entertainment Corp. New 0.14% +0.14
CRWD CrowdStrike Holdings Inc. Class A Add +195.3% 0.25% +0.13
PLTR Palantir Technologies Inc. Class A New 0.12% +0.12
XLV SS Health Care Select Sector Add +18.8% 0.87% +0.11
PSA Public Storage Add +0.6% 0.78% +0.11
NSC Norfolk Southern Corp. New 0.11% +0.11
BNY Bank of New York Mellon Corp. New 0.11% +0.11
T AT&T Inc. New 0.11% +0.11
CMCSA Comcast Corp. Class A New 0.10% +0.10
TSM Taiwan Semiconductor-SP ADR New 0.10% +0.10
CR Crane Co. New 0.10% +0.10
XSLV Invesco S&P Smallcap Low Vol New 0.10% +0.10
XHB SS SPDR S&P Homebldrs ETF Add +0.1% 0.89% +0.10
XLF SS Financial Select Sector New 0.10% +0.10
GILD Gilead Sciences Inc. New 0.10% +0.10
AMD Advanced Micro Devices New 0.10% +0.10
HYLB Xtrackers Usd High Yield Cor New 0.10% +0.10
PAVE Global X US Infrastructure Add +0.4% 4.54% +0.09
XAODX Abrdn Total Dynamic Dividend Add +90.6% 0.19% +0.09
JPC Nuveen Prefered & Income Opp New 0.08% +0.08
AMT American Tower Corp. Add +0.4% 0.86% +0.08
HEDJ Wisdomtree Europe Hedged Equ Add +22.9% 0.74% +0.08
XLP SS Consumer Staples Sel Sect Add +4.0% 2.60% +0.08
AAPL Apple Inc. Add +1.1% 3.23% +0.07
SNY Sanofi-ADR Add +2.4% 0.58% +0.06
XLU St Sr Utl SL SE SPDR ETF-Usd Add +0.5% 0.53% +0.04
RQI Cohen & Steers Qual Inc. RLTY Add +1.8% 0.33% +0.04
AVK Advent Convert & Income Add +31.0% 0.18% +0.03
LAMR Lamar Advertising Co. Class A Add +0.7% 0.91% +0.03
HD Home Depot Inc. Add +0.1% 0.35% +0.02
SPHD Invesco S&P 500 High Dividen Add +0.7% 0.52% +0.02
JEF Jefferies Financial Group Inc. Add +0.6% 0.19% +0.02
SDOG Alps Sector Dividend Dogs Add +0.8% 0.83% +0.02
AXP American Express Co. Add +0.0% 0.32% +0.02
WMT Walmart Inc. Add +0.1% 0.24% +0.02
RSPU Invesco S&P 500 Equal Weight Add +0.6% 0.24% +0.02
CX Cemex Sab-Spons ADR Part Cer Add +35.1% 0.13% +0.02
PECO Phillips Edison & Company Inc. Add +0.5% 0.30% +0.02
ABBV Abbvie Inc. Add +0.2% 0.32% +0.02
VNQ Vanguard Real Estate ETF Add +1.0% 0.24% +0.02
OKE Oneok Inc. Add +1.0% 0.46% +0.01
MCD McDonald's Corp. Add +0.1% 0.15% +0.01
META Meta Platforms Inc. Class A Add +0.3% 0.31% +0.01

Notes & Other Activity Q2 2024 → Q3 2024
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L New 160 $204K
ADVENT CONVERTIBLE AND INCOM RIGHT 10/17/2024 Add +4.1% 25,200 $504

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$256.2MNVDA, XLK, PAVE, QQQ, SPY
Q1 2026 163$212.8MNVDA, PAVE, XLK, QQQ, SPY
Q4 2025 161$216.4MNVDA, PAVE, XLK, QQQ, SPY
Q3 2025 157$222.2MNVDA, PAVE, XLK, SPY, QQQ
Q2 2025 157$207.8MNVDA, PAVE, XLK, PHO, SPY
Q1 2025 152$184.2MPAVE, NVDA, PHO, XLK, SPY
Q4 2024 157$197.9MNVDA, PAVE, XLK, PHO, SPY
Q3 2024 161$208.2MPAVE, NVDA, PHO, SPY, XLK
Q2 2024 154$190.3MNVDA, PAVE, SPY, PHO, XLK
Q1 2024 152$184.3MPAVE, PHO, SPY, XLK, NVDA