StockDriftsStockDriftsTop 50 Sage Investment Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.32% | 31.0K | $21.3M | +3.84%(+1.15K) | $492.29(+44.77%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 4.81% | 94.7K | $7.2M | +17.38%(+14.03K) | $42.63(+94.67%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 3.97% | 69.1K | $5.9M | +11.15%(+6.93K) | $64.38(+36.90%) | 2026-06-30 | |
| V | VISA INC | 3.64% | 15.8K | $5.4M | -1.84%(-296) | $219.73(+64.72%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.48% | 66.5K | $5.2M | +34.16%(+16.93K) | $76.93(+0.90%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.82% | 57.2K | $4.2M | +2.51%(+1.40K) | $74.16(-2.57%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.79% | 18.2K | $4.1M | +3.98%(+699) | $167.87(+41.26%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.67% | 12.1K | $4.0M | +0.36%(+43) | $160.35(+127.45%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 2.57% | 23.1K | $3.8M | -4.75%(-1.15K) | $112.73(+78.61%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.54% | 13.4K | $3.8M | -0.84%(-114) | $149.97(+53.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.81% | +43.57% | — | — | +27.13% |
| Top 20 Holdings Unweighted | +13.32% | +45.51% | — | — | +25.60% |
Sage Investment Advisers LLC reports $148.67M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are VOO (14.3%), IAU (4.8%) and VXUS (4.0%). The top 20 holdings account for 64.16% of reported assets. Its disclosed equity book has returned +43.57% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sage Investment Advisers LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1925418). View Sage Investment Advisers LLC’s 13F filings on SEC