CIK 1925418
Sage Investment Advisers LLC
Institutional 13F holdings & portfolio
Holdings
86
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 86
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 78K | $1M+ | SH |
| V | VISA INC | 16K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 14K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 12K | $1M+ | SH |
| IVE | ISHARES TR | 19K | $1M+ | SH |
| LQD | ISHARES TR | 34K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 47K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 50K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 24K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 48K | $1M+ | SH |
| GLD | SPDR GOLD TR | 9K | $1M+ | SH |
| IVW | ISHARES TR | 28K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 6K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 102K | $1M+ | SH |
| GOOG | ALPHABET INC | 9K | $1M+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 4K | $1M+ | SH |
| AAPL | APPLE INC | 9K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 11K | $1M+ | SH |
| CHDN | CHURCHILL DOWNS INC | 20K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 93K | $1M+ | SH |
| IYY | ISHARES TR | 12K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| BA | BOEING CO | 8K | $1M+ | SH |
| SJNK | SPDR SERIES TRUST | 65K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 7K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 10K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 3K | $1M+ | SH |
| FDX | FEDEX CORP | 4K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 5K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 23K | $1M+ | SH |
| DE | DEERE & CO | 2K | $1M+ | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 14K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| UNP | UNION PAC CORP | 4K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| PFF | ISHARES TR | 29K | $500K+ | SH |
| CSX | CSX CORP | 24K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| SII | SPROTT INC | 8K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 11K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 16K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $500K+ | SH |
| ESP | ESPEY MFG & ELECTRS CORP | 14K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $500K+ | SH |