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Home > Institutional Investor > Sage Investment Advisers Llc > Profile

Instuitional Investor - Sage Investment Advisers Llc

Fund Profile
Filing Period:
Fund Name: Sage Investment Advisers Llc
Portfolio Value $135,037,475
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 29,848 $17,977,386 13.31%
2.
Ishares Trust
 IAU 80,705 $7,237,624 5.36%
3.
Vanguard Star Fds
 62,128 $4,846,606 3.59%
4.
Visa Inc.
 V 16,083 $4,800,854 3.56%
5.
Chevron Corp
 CVX 24,240 $4,785,147 3.54%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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