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Latest Sage Investment Advisers LLC Stock Portfolio

About Sage Investment Advisers LLC and 13F Hedge Fund Stock Holdings

On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sage Investment Advisers LLC reported an equity portfolio of $133.4 Millions as of 31 Dec, 2025.

The top stock holdings of Sage Investment Advisers LLC are VB, IAU, V. The fund has invested 13.8% of it's portfolio in VANGUARD INDEX FDS and 4.7% of portfolio in ISHARES GOLD TR.

Sage Investment Advisers LLC opened new stock positions in VANGUARD INDEX FDS (VB), ISHARES GOLD TR (IAU) and VISA INC (V).

Sage Investment Advisers LLC Annual Return Estimates Vs S&P 500

New Buys

Ticker$ Bought
vanguard index fds18,396,500
ishares gold tr6,317,460
visa inc5,691,180
international business machs4,101,350
jpmorgan chase & co.3,979,080
ishares tr3,968,940
ishares tr3,745,520
vanguard bd index fds3,723,140
New stocks bought by Sage Investment Advisers LLC

Additions

No additions were made to existing positions by Sage Investment Advisers LLC

Reductions

None of the existing positions were reduced by Sage Investment Advisers LLC

Sold off

None of the stocks were completely sold off by Sage Investment Advisers LLC

Sector Distribution

Sector%
Others58.9
Industrials9.3
Technology8.4
Financial Services8.3
Communication Services4.1
Consumer Cyclical3.1
Energy2.9
Basic Materials1.9
Healthcare1.4
Consumer Defensive1.1

Market Cap. Distribution

Category%
UNALLOCATED58.9
MEGA-CAP21.5
LARGE-CAP16.4
MID-CAP2.7

Stocks belong to which Index?

Index%
Others61.5
S&P 50037.3
RUSSELL 20001.1
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Sage Investment Advisers LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sage Investment Advisers LLC

Last Reported on: 10 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions