Sage Advisors, LLC filed its 13F report for Q4 2025 on January 13, 2026. The portfolio totaled 150.84 M reflecting a +8.08% change from the prior quarter, spanning 48 assets. The top 10 holdings comprised 77.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 6 complete exits.
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Sage Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/13/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Sage Advisors reported a managed portfolio value of 150.84 M, consisting of 48 individual positions.
This page displays the raw filing documents. To see which stocks Sage Advisors bought or sold during Q4 2025, please visit Sage Advisors's Portfolio Analysis page.