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Sage Investment Advisers LLC

All holdings · as of Dec 31, 2025

86 positions

CompanyClassValueShares% of portfolio
CITIGROUP INC$609.1K5,2200.5%
CARRIER GLOBAL Corp$544.3K10,3000.4%
UNITEDHEALTH GROUP INC$534.5K1,6190.4%
HOME DEPOT, INC.$492.2K1,4300.4%
RTX Corp$491.1K2,6780.4%
PROCTER & GAMBLE Co$481.5K3,3600.4%
Simon Property Group Inc$461.9K2,4950.3%
FIDELITY COVINGTON TRUST$447.9K9,1050.3%
PEPSICO INC$446.1K3,1080.3%
VANGUARD INDEX FDS$442.0K4,9950.3%
ISHARES SILVER TR$433.5K6,7300.3%
Bank of New York Mellon Corp/The$426.8K3,6770.3%
Atlanta Braves Holdings, Inc.$397.7K10,0800.3%
Amazon.com Inc$388.0K1,6810.3%
VERIZON COMMUNICATIONS INC$384.8K9,4470.3%
Tesla Inc$363.8K8090.3%
REALTY INCOME CORP$351.3K6,2320.3%
SCHWAB STRATEGIC TR$331.1K11,6270.2%
Meta Platforms Inc$314.6K4770.2%
Palo Alto Networks Inc$310.6K1,6860.2%
BANK OF AMERICA CORP /DE$306.9K5,5800.2%
Walmart Inc.$296.5K2,6610.2%
ISHARES TR$292.5K3,0380.2%
VANECK ETF TRUST$286.0K3,3340.2%
PROSHARES TR$281.5K2,7050.2%
PFIZER INC$275.6K11,0690.2%
MCDONALD'S CORP$275.1K9000.2%
AT&T INC.$257.0K10,3460.2%
ALTRIA GROUP, INC.$225.8K3,9150.2%
Global X Artificial Intelligence & Technology ETF$224.7K4,4180.2%
CISCO SYSTEMS, INC.$214.8K2,7880.2%
PENN Entertainment, Inc.$209.3K14,1900.2%
ISHARES TR$205.8K6000.2%
EXXON MOBIL CORP$205.7K1,7090.2%
NORTHERN DYNASTY MINERALS LT$51.2K26,0000.0%
EVgo Inc$36.1K12,4000.0%
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