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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	T	AT&T INC	Communication Services	10,412	$295K	0.22%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	900	$205K	0.15%	SOLD

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%