Institutions / Sage Investment Advisers LLC
Sage Investment Advisers LLC
CIK 1925418 · Institution · as of Dec 31, 2025
Portfolio value
$133.40M
Positions
86
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 86 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $18.40M | 13.8% |
| iShares Gold Tr | $6.32M | 4.7% |
| Visa Inc | $5.69M | 4.3% |
| International Business Machines Corp | $4.10M | 3.1% |
| JPMorgan Chase & Co | $3.98M | 3.0% |
| iShares Tr | $3.97M | 3.0% |
| iShares MSCI UAE ETF | $3.75M | 2.8% |
| Vanguard Bd Index Fds | $3.72M | 2.8% |
| Vanguard Bd Index Fds | $3.67M | 2.8% |
| Chevron Corp | $3.65M | 2.7% |
| Vanguard Star Fds | $3.61M | 2.7% |
| SPDR Gold Tr | $3.59M | 2.7% |
| iShares Tr | $3.45M | 2.6% |
| Invesco Qqq Tr | $3.38M | 2.5% |
| Schwab Strategic Tr | $2.79M | 2.1% |
| Alphabet Inc. | $2.68M | 2.0% |
| Martin Marietta Materials Inc | $2.54M | 1.9% |
| Apple Inc. | $2.46M | 1.8% |
| Vanguard Specialized Funds | $2.44M | 1.8% |
| Churchill Downs Inc | $2.31M | 1.7% |
| Schwab Strategic Tr | $2.25M | 1.7% |
| iShares Tr | $2.00M | 1.5% |
| Alphabet Inc. | $1.79M | 1.3% |
| The Boeing Company | $1.74M | 1.3% |
| SPDR Series Trust | $1.65M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.