SAGE FINANCIAL GROUP INC
CIK
882119
Location
W. CONSHOHOCKEN, PA
Portfolio Value
Micro
$230,187
Diversification
Highly concentrated
Filing Date
Global Rank
#7,898
/ 8,232
▲ 229
Top Industry
Drug Manufacturers - General
38.1%
3Y Alpha vs SPY
-0.4%
Period ended 2 months ago
Filed May 7, 2026 · 38d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+74.6%
SPY
+76.3%
Annualised alpha
-0.4%
Max drawdown
−17.9%
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
8 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
58.5%
−6.9 pts
Top 5
89.5%
−7.0 pts
Top 10
100.0%
0.0 pts
HHI
3,708
Highly concentrated−862
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 83.0% | $5,615,920 |
| Healthcare | 6.5% | $439,503 |
| Industrials | 4.2% | $283,384 |
| Technology | 3.4% | $230,187 |
| Consumer Defensive | 3.0% | $200,613 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$230,187 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 907 | $230,187 | 100.00% |