Sage Investment Advisers LLC holds a focused book of 98 stocks worth $148.7M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Eaton Corp PLC and trimmed Visa Inc-Class A Shares. Their largest long position is Vanguard S&P 500 ETF at 14% of the equity book. Cloning the disclosed picks since 2023 would be +73% (+21.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1925418/holdings"
Use Arkolith to show Sage Investment Advisers LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Sage Investment Advisers LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
49% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sage Investment Advisers LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.0T |
| FMR LLC | 80 / 80 | $633.8B |
| MORGAN STANLEY | 80 / 80 | $552.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $498.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $160.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $155.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.2B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.0B |
Ranked by how many of Sage Investment Advisers LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $21.3M | 31.0K | 14.3% | ▲+3.8% Added · +1K sh | |
| 2 | Ishares Gold TR ISHARES NEW | $7.2M | 94.7K | 4.8% | ▲+17% Added · +14K sh | |
| 3 | Vanguard Star FDS VG TL INTL STK F | $5.9M | 69.1K | 4.0% | ▲+11% Added · +7K sh | |
| 4 | Visa Inc COM CL A | $5.4M | 15.8K | 3.6% | ▼−1.8% Reduced · −296 sh | |
| 5 | Vanguard BD Index FDS SHORT TRM BOND | $5.2M | 66.5K | 3.5% | ▲+34% Added · +17K sh | |
| 6 | Vanguard BD Index FDS TOTAL BND MRKT | $4.2M | 57.2K | 2.8% | ▲+2.5% Added · +1K sh | |
| 7 | Ishares TR S&P 500 VAL ETF | $4.1M | 18.2K | 2.8% | ▲+4.0% Added · +699 sh | |
| 8 | JPMorgan Chase & Co COM | $4.0M | 12.1K | 2.7% | ▲+0.3% Added · +43 sh | |
| 9 | Chevron Corporation COM | $3.8M | 23.1K | 2.6% | ▼−4.7% Reduced · −1K sh | |
| 10 | International Business Machs COM | $3.8M | 13.4K | 2.5% | ▼−0.8% Reduced · −114 sh | |
| 11 | Invesco QQQ TR UNIT SER 1 | $3.7M | 5.0K | 2.5% | ▼−11% Reduced · −613 sh | |
| 12 | SPDR Gold TR GOLD SHS | $3.4M | 9.3K | 2.3% | ▲+4.5% Added · +401 sh | |
| 13 | Ishares TR IBOXX INV CP ETF | $3.4M | 31.0K | 2.3% | ▼−15% Reduced · −5K sh | |
| 14 | Ishares TR S&P 500 GRWT ETF | $3.3M | 24.3K | 2.3% | ▼−10% Reduced · −3K sh | |
| 15 | Schwab Strategic TR US DIVIDEND EQ | $3.3M | 104.4K | 2.2% | ▼−1.2% Reduced · −1K sh | |
| 16 | Alphabet Inc CAP STK CL C | $3.2M | 8.9K | 2.1% | ▼−1.5% Reduced · −136 sh | |
| 17 | Vanguard Specialized Funds DIV APP ETF | $2.9M | 12.1K | 1.9% | ▲+2.1% Added · +254 sh | |
| 18 | Apple Inc COM | $2.6M | 9.0K | 1.8% | ▼−0.3% Reduced · −27 sh | |
| 19 | SPDR Series Trust ST TERM HIGH ETF | $2.4M | 94.9K | 1.6% | ▲+28% Added · +21K sh | |
| 20 | Martin Marietta Matls Inc COM | $2.4M | 4.1K | 1.6% | —Held | |
| 21 | Ishares TR DOW JONES US ETF | $2.2M | 12.1K | 1.5% | ▲+0.1% Added · +16 sh | |
| 22 | Lockheed Martin Corp COM | $2.1M | 4.2K | 1.4% | ▲+48% Added · +1K sh | |
| 23 | Alphabet Inc CAP STK CL A | $1.9M | 5.3K | 1.3% | ▲+3.8% Added · +192 sh | |
| 24 | Churchill Downs Inc COM | $1.8M | 19.8K | 1.2% | ▼−1.7% Reduced · −350 sh | |
| 25 | Boeing Co COM | $1.7M | 8.0K | 1.2% | ▼−3.5% Reduced · −295 sh | |
| 26 | Ishares TR PFD AND INCM SEC | $1.7M | 55.6K | 1.1% | ▲+62% Added · +21K sh | |
| 27 | Waste Mgmt Inc Del COM | $1.5M | 6.8K | 1.0% | ▼−0.3% Reduced · −24 sh | |
| 28 | Vanguard Whitehall FDS HIGH DIV YLD | $1.5M | 9.5K | 1.0% | ▼−3.5% Reduced · −343 sh | |
| 29 | Deere & Co COM | $1.4M | 2.2K | 0.9% | —Held | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $1.4M | 1.8K | 0.9% | ▲+0.1% Added · +2 sh | |
| 31 | Johnson & Johnson COM | $1.3M | 5.0K | 0.9% | ▲+0.1% Added · +8 sh | |
| 32 | Parker-Hannifin Corp COM | $1.3M | 1.3K | 0.9% | ▲+10% Added · +121 sh | |
| 33 | Microsoft Corp COM | $1.3M | 3.4K | 0.8% | ▲+3.2% Added · +103 sh | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $1.2M | 3.2K | 0.8% | ▼−6.3% Reduced · −220 sh | |
| 35 | Union Pac Corp COM | $1.2M | 4.4K | 0.8% | ▲+1.9% Added · +80 sh | |
| 36 | Eaton Corp PLC SHS | $1.2M | 2.8K | 0.8% | ▲New New position | |
| 37 | Fedex Corp COM | $1.1M | 3.7K | 0.8% | ▼−7.6% Reduced · −300 sh | |
| 38 | Ishares TR JPMORGAN USD EMG | $1.1M | 11.8K | 0.8% | ▲+170% Added · +7K sh | |
| 39 | CSX Corp COM | $1.0M | 21.2K | 0.7% | ▼−7.4% Reduced · −2K sh | |
| 40 | Sprott Inc COM NEW | $975K | 8.7K | 0.7% | ▼−1.1% Reduced · −100 sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $957K | 1.9K | 0.6% | ▲+1.5% Added · +28 sh | |
| 42 | Schwab Strategic TR SHT TM US TRES | $878K | 36.4K | 0.6% | ▼−29% Reduced · −15K sh | |
| 43 | Espey MFG & Electrs Corp COM | $825K | 12.2K | 0.6% | ▼−15% Reduced · −2K sh | |
| 44 | Nvidia Corporation COM | $771K | 3.9K | 0.5% | ▼−6.3% Reduced · −258 sh | |
| 45 | Home Depot Inc COM | $707K | 2.0K | 0.5% | ▲+40% Added · +575 sh | |
| 46 | Carrier Global Corporation COM | $704K | 9.6K | 0.5% | ▲+1.1% Added · +100 sh | |
| 47 | Norfolk Southn Corp COM | $687K | 2.2K | 0.5% | ▼−2.2% Reduced · −50 sh | |
| 48 | Vanguard World FD MEGA GRWTH IND | $683K | 7.8K | 0.5% | ▲+434% Added · +6K sh | |
| 49 | McDonalds Corp COM | $677K | 2.5K | 0.5% | ▲+178% Added · +2K sh | |
| 50 | Citigroup Inc COM NEW | $604K | 4.3K | 0.4% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 98 | $148.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 89 | $135.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 86 | $133.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 74 | $95.5M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 15, 2024 | 68 | $88.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 15, 2024 | 67 | $87.2M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 67 | $82.4M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 10, 2023 | 61 | $72.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.