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Sage Investment Advisers - Q1 2026 13F Filings

SA

Sage Investment Advisers LLC

CIK: 0001925418
Address: New York Wappingers Falls 1829 South Road
$135.04 M
Portfolio Value
89
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VXUS Vanguard Total International Stock Etf
+$1.11 M
2. PH Parker-Hannifin Corporation
+$1.09 M
3. BND Vanguard Total Bond Market Etf
+$454,980.91
4. IVV Ishares Core S&P 500 Etf
+$453,403
5. IEFA Ishares Core Msci Eafe Etf
+$346,225

Top Sells

Q1 2026
1. SCHO Schwab Short-Term Us Treasury Etf
−$1 M
2. IBIT Ishares Bitcoin Trust Etf
−$320,132.4
3. KTOS Kratos Defense & Security Solutions
−$317,310.15
4. META Meta Platforms
−$314,578
5. PANW Palo Alto Networks
−$310,561

Asset Allocation

Stocks/ETFs
+1.23%
$135.04 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sage Investment Advisers Q1 2026 Filing Summary

Sage Investment Advisers LLC filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 135.04 M reflecting a +1.23% change from the prior quarter, spanning 89 assets. The top 10 holdings comprised 43.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Sage Investment Advisers’s Q1 2026 Filing

Sage Investment Advisers submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Sage Investment Advisers reported a managed portfolio value of 135.04 M, consisting of 89 individual positions.

This page displays the raw filing documents. To see which stocks Sage Investment Advisers bought or sold during Q1 2026, please visit Sage Investment Advisers's Portfolio Analysis page.