Sage Financial Management Group, Inc.

CIK

1762086

Location

MCLEAN, VA

Portfolio Value

Micro $10,601,373

Diversification

Diversified

Filing Date

Global Rank

#8,090 / 8,603 ▲ 65 · as of Mar 2026

Top Industry

Specialty Chemicals 21.2%

3Y Alpha vs SPY

-5.4%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.0%

SPY

+76.5%

Annualised alpha

-5.4%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.9%

+1.1 pts

Top 5

65.2%

+1.2 pts

Top 10

88.8%

+1.8 pts

HHI

1,172

Diversified+68

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	33.3%	$3,534,288	3
Technology	23.4%	$2,477,237	3
Basic Materials	14.1%	$1,498,891	1
Healthcare	10.3%	$1,091,770	2
Financial Services	10.2%	$1,076,600	3
Industrials	4.7%	$495,915	1
Consumer Defensive	2.1%	$219,860	1
Consumer Cyclical	2.0%	$206,812	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+310	4,882	$1,239,002
MSFT	Microsoft Corp	+142	2,317	$857,683
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
KO	Coca Cola Co	−125	2,891	$219,860
UNP	Union Pacific Corp	−121	2,044	$495,915
MDY	Spdr S&P Midcap 400 ETF Trust	−93	4,103	$2,530,566
CB	Chubb Ltd	−65	1,235	$402,523
AMZN	Amazon Com Inc	−56	993	$206,812
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
GOOGL	Alphabet Inc.	674	$210,962
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $10,601,373 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	4,103	-93	$2,530,566	−0.0%	23.87%
SHW	Sherwin Williams Co Basic Materials	Held	4,676	0	$1,498,891	−1.1%	14.14%
AAPL	Apple Inc. Technology	Added	4,882	+310	$1,239,002	−0.3%	11.69%
MSFT	Microsoft Corp Technology	Added	2,317	+142	$857,683	−18.5%	8.09%
JNJ	Johnson & Johnson Healthcare	Held	3,227	0	$788,807	+18.1%	7.44%
SPY	Spdr S&P 500 ETF Trust	Held	1,155	0	$751,142	−4.6%	7.09%
UNP	Union Pacific Corp Industrials	Reduced	2,044	-121	$495,915	−1.0%	4.68%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,607	0	$472,715	−8.7%	4.46%
CB	Chubb Ltd Financial Services	Reduced	1,235	-65	$402,523	−0.8%	3.80%
IBM	International Business Machines Corp Technology	Held	1,570	0	$380,552	−18.2%	3.59%
ABBV	AbbVie Inc. Healthcare	Held	1,393	0	$302,963	−4.8%	2.86%
GLD	Spdr Gold Trust	Held	587	0	$252,580	+8.6%	2.38%
KO	Coca Cola Co Consumer Defensive	Reduced	2,891	-125	$219,860	+4.3%	2.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	993	-56	$206,812	−14.6%	1.95%
MA	Mastercard Inc Financial Services	Held	403	0	$201,362	−12.5%	1.90%