Sage Investment Advisers LLC

Est. AUM

$148.7M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$21.3M	30994	14.32%	SOLE
2	ISHARES GOLD TR	ISHARES NEW	$7.2M	94734	4.81%	SOLE
3	VANGUARD STAR FDS	VG TL INTL STK F	$5.9M	69056	3.97%	SOLE
4	VISA INC	COM CL A	$5.4M	15787	3.64%	SOLE
5	VANGUARD BD INDEX FDS	SHORT TRM BOND	$5.2M	66468	3.48%	SOLE
6	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.2M	57207	2.83%	SOLE
7	ISHARES TR	S&P 500 VAL ETF	$4.1M	18244	2.79%	SOLE
8	JPMORGAN CHASE & CO	COM	$4.0M	12143	2.67%	SOLE
9	CHEVRON CORPORATION	COM	$3.8M	23089	2.57%	SOLE
10	INTERNATIONAL BUSINESS MACHS	COM	$3.8M	13419	2.54%	SOLE
11	INVESCO QQQ TR	UNIT SER 1	$3.7M	5046	2.50%	SOLE
12	SPDR GOLD TR	GOLD SHS	$3.4M	9334	2.31%	SOLE
13	ISHARES TR	IBOXX INV CP ETF	$3.4M	31048	2.28%	SOLE
14	ISHARES TR	S&P 500 GRWT ETF	$3.3M	24338	2.25%	SOLE
15	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.3M	104385	2.23%	SOLE
16	ALPHABET INC	CAP STK CL C	$3.2M	8917	2.12%	SOLE
17	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.9M	12069	1.92%	SOLE
18	APPLE INC	COM	$2.6M	9040	1.76%	SOLE
19	SPDR SERIES TRUST	ST TERM HIGH ETF	$2.4M	94883	1.60%	SOLE
20	MARTIN MARIETTA MATLS INC	COM	$2.4M	4085	1.58%	SOLE
21	ISHARES TR	DOW JONES US ETF	$2.2M	12107	1.48%	SOLE
22	LOCKHEED MARTIN CORP	COM	$2.1M	4205	1.44%	SOLE
23	ALPHABET INC	CAP STK CL A	$1.9M	5288	1.27%	SOLE
24	CHURCHILL DOWNS INC	COM	$1.8M	19837	1.20%	SOLE
25	BOEING CO	COM	$1.7M	8049	1.17%	SOLE
26	ISHARES TR	PFD AND INCM SEC	$1.7M	55595	1.14%	SOLE
27	WASTE MGMT INC DEL	COM	$1.5M	6839	1.03%	SOLE
28	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.5M	9541	1.01%	SOLE
29	DEERE & CO	COM	$1.4M	2190	0.93%	SOLE
30	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	1821	0.91%	SOLE
31	JOHNSON & JOHNSON	COM	$1.3M	5046	0.86%	SOLE
32	PARKER-HANNIFIN CORP	COM	$1.3M	1306	0.86%	SOLE
33	MICROSOFT CORP	COM	$1.3M	3357	0.84%	SOLE
34	VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	3249	0.81%	SOLE
35	UNION PAC CORP	COM	$1.2M	4390	0.80%	SOLE
36	EATON CORP PLC	SHS	$1.2M	2770	0.79%	SOLE
37	FEDEX CORP	COM	$1.1M	3660	0.77%	SOLE
38	ISHARES TR	JPMORGAN USD EMG	$1.1M	11765	0.76%	SOLE
39	CSX CORP	COM	$1.0M	21170	0.68%	SOLE
40	SPROTT INC	COM NEW	$975K	8675	0.66%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$957K	1913	0.64%	SOLE
42	SCHWAB STRATEGIC TR	SHT TM US TRES	$878K	36371	0.59%	SOLE
43	ESPEY MFG & ELECTRS CORP	COM	$825K	12244	0.55%	SOLE
44	NVIDIA CORPORATION	COM	$771K	3854	0.52%	SOLE
45	HOME DEPOT INC	COM	$707K	2006	0.48%	SOLE
46	CARRIER GLOBAL CORPORATION	COM	$704K	9600	0.47%	SOLE
47	NORFOLK SOUTHN CORP	COM	$687K	2185	0.46%	SOLE
48	VANGUARD WORLD FD	MEGA GRWTH IND	$683K	7775	0.46%	SOLE
49	MCDONALDS CORP	COM	$677K	2504	0.46%	SOLE
50	CITIGROUP INC	COM NEW	$604K	4318	0.41%	SOLE

1–50 of 98

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.