Portfolio (Quarterly) Guide ↗

Sage Investment Advisers LLC

· CIK 0001925418

13F Portfolio $135M AUM 89 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 32 Added 28 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	META	META PLATFORMS INC	Communication Services	477	$315K	0.24%	SOLD
2	PANW	PALO ALTO NETWORKS INC	Technology	1,686	$311K	0.23%	SOLD
3	GDX	VANECK ETF TRUST	—	3,334	$286K	0.21%	SOLD
4	OEF	ISHARES TR	—	600	$206K	0.15%	SOLD

Sector Allocation

Financial Services 39.0%

Industrials 19.7%

Technology 12.5%

Energy 7.0%

Communication Services 6.9%

Consumer Cyclical 4.9%

Basic Materials 3.6%

Healthcare 3.0%

Consumer Defensive 2.2%

Real Estate 1.2%