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Home > Institutional Investor > Sage Investment Advisers Llc > Profile

Instuitional Investor - Sage Investment Advisers Llc

Fund Profile
Filing Period:
Fund Name: Sage Investment Advisers Llc
Portfolio Value $133,396,854
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 29,334 $18,396,465 13.79%
2.
Ishares Trust
 IAU 77,830 $6,317,461 4.74%
3.
Visa Inc.
 V 16,228 $5,691,184 4.27%
4.
International Business Machines Corp
 IBM 13,846 $4,101,354 3.07%
5.
Jpmorgan Chase & Co
 JPM 12,349 $3,979,082 2.98%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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