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Portfolio (Quarterly) Guide ↗

Sage Investment Advisers LLC

· CIK 0001925418
13F Portfolio $149M AUM 98 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 28 Added 37 Reduced 2 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCD MCDONALDS CORP Consumer Cyclical 2,504.0 $677K 0.46% +2K +177.6% $270.31 -2.0%
22 PG PROCTER & GAMBLE CO Consumer Defensive 4,008.0 $588K 0.40% +508.0 +14.5% $146.62 -2.0%
23 SLV ISHARES SILVER TR Financial Services 9,141.0 $489K 0.33% +2K +27.0% $53.47 +12.2%
24 VZ VERIZON COMMUNICATIONS INC Communication Services 9,467.0 $401K 0.27% +195.0 +2.1% $42.34 +18.3%
25 ABT ABBOTT LABORATORIES Healthcare 4,049.0 $367K 0.25% +2K +60.0% $90.75 +23.9%
26 PFE PFIZER INC Healthcare 11,661.0 $281K 0.19% +542.0 +4.9% $24.08 +16.1%
27 NOBL PROSHARES TR 4,943.0 $278K 0.19% +2K +100.7% $56.16 +3.9%
28 XOM EXXON MOBIL CORP Energy 1,856.0 $254K 0.17% +71.0 +4.0% $136.75 +14.6%
Page 2 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.1%
Industrials 22.4%
Technology 13.1%
Consumer Cyclical 6.2%
Energy 5.5%
Communication Services 3.4%
Basic Materials 3.4%
Healthcare 3.0%
Consumer Defensive 2.5%
Real Estate 1.3%