Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sage Investment Advisers LLC (CIK 1925418) reported $135.0M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($18.0M, 13.31%), IAU ($7.2M, 5.36%), VXUS ($4.8M, 3.59%), V ($4.8M, 3.56%), CVX ($4.8M, 3.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $18.0M | 13.31% | 29,848 | Added |
| 2 | IAU | ISHARES GOLD TR | $7.2M | 5.36% | 80,705 | Added |
| 3 | VXUS | VANGUARD STAR FDS | $4.8M | 3.59% | 62,128 | Added |
| 4 | V | VISA INC | $4.8M | 3.56% | 16,083 | Trimmed |
| 5 | CVX | CHEVRON CORPORATION | $4.8M | 3.54% | 24,240 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $4.1M | 3.03% | 55,806 | Added |
| 7 | LQD | ISHARES TR | $3.9M | 2.92% | 36,339 | Added |
| 8 | GLD | SPDR GOLD TR | $3.9M | 2.90% | 8,933 | Trimmed |
| 9 | BSV | VANGUARD BD INDEX FDS | $3.9M | 2.87% | 49,543 | Added |
| 10 | IVE | ISHARES TR | $3.7M | 2.75% | 17,545 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $3.6M | 2.65% | 12,100 | Trimmed |
| 12 | QQQ | INVESCO QQQ TR | $3.3M | 2.45% | 5,659 | Added |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS | $3.3M | 2.44% | 13,533 | Trimmed |
| 14 | SCHD | SCHWAB STRATEGIC TR | $3.2M | 2.39% | 105,620 | Added |
| 15 | IVW | ISHARES TR | $3.1M | 2.30% | 27,087 | Trimmed |
| 16 | GOOG | ALPHABET INC | $2.7M | 1.98% | 9,053 | Added |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $2.5M | 1.89% | 11,815 | Added |
| 18 | MLM | MARTIN MARIETTA MATLS INC | $2.4M | 1.81% | 4,085 | Hold |
| 19 | AAPL | APPLE INC | $2.3M | 1.72% | 9,067 | Hold |
| 20 | IYY | ISHARES TR | $1.9M | 1.43% | 12,091 | Added |
| 21 | SJNK | SPDR SERIES TRUST | $1.8M | 1.36% | 73,920 | Added |
| 22 | CHDN | CHURCHILL DOWNS INC | $1.8M | 1.33% | 20,187 | Trimmed |
| 23 | LMT | LOCKHEED MARTIN CORP | $1.8M | 1.30% | 2,840 | Added |
| 24 | BA | BOEING CO | $1.7M | 1.28% | 8,344 | Added |
| 25 | WM | WASTE MGMT INC DEL | $1.6M | 1.17% | 6,863 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31