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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 Chg Shares Chg % Period Price ① Since Period ①
1 PH PARKER-HANNIFIN CORP Industrials 1,185.0 $1.1M 0.81% NEW $920.77 -5.8%
2 IVV ISHARES TR 689.0 $453K 0.34% NEW $658.06 +13.8%
3 IEFA ISHARES TR 3,767.0 $346K 0.26% NEW $91.91 +5.8%
4 ABT ABBOTT LABORATORIES Healthcare 2,531.0 $259K 0.19% NEW $102.38 -14.6%
5 VTV VANGUARD INDEX FDS 1,255.0 $247K 0.18% NEW $196.67 +7.2%
6 HON HONEYWELL INTL INC Industrials 900.0 $205K 0.15% NEW $228.20 -0.1%
7 TROX TRONOX HOLDINGS PLC Basic Materials 12,000.0 $113K 0.08% NEW $9.38 -19.5%

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 39.0%
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%