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 51–86 of 86
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| C | CITIGROUP INC | 5K | $500K+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 10K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 3K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| FSTA | FIDELITY COVINGTON TRUST | 9K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 5K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 7K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 4K | $100K–$500K | SH |
| BATRK | ATLANTA BRAVES HLDGS INC | 10K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 9K | $100K–$500K | SH |
| TSLA | TESLA INC | 809 | $100K–$500K | SH |
| O | REALTY INCOME CORP | 6K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| META | META PLATFORMS INC | 477 | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| EMB | ISHARES TR | 3K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 3K | $100K–$500K | SH |
| PFE | PFIZER INC | 11K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 900 | $100K–$500K | SH |
| T | AT&T INC | 10K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| AIQ | GLOBAL X FDS | 4K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| PENN | PENN ENTERTAINMENT INC | 14K | $100K–$500K | SH |
| OEF | ISHARES TR | 600 | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| NAK | NORTHERN DYNASTY MINERALS LT | 26K | $50K–$100K | SH |
| EVGO | EVGO INC | 12K | $15K–$50K | SH |