Sage Investment Advisers LLC
Top Portfolio Positions
60 positions ·
$69,935,327 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
80,705 | $7,114,952 | 10.17% | |
| CVX |
Chevron Corp
Energy
|
24,240 | $5,015,256 | 7.17% | |
| V |
Visa Inc.
Financial Services
|
16,083 | $4,860,925 | 6.95% | |
| GLD |
Spdr Gold Trust
|
8,933 | $3,843,780 | 5.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,100 | $3,559,336 | 5.09% | |
| IBM |
International Business Machines Corp
Technology
|
13,533 | $3,280,263 | 4.69% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,659 | $3,266,261 | 4.67% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
4,085 | $2,404,757 | 3.44% | |
| AAPL |
Apple Inc.
Technology
|
9,067 | $2,301,113 | 3.29% | |
| CHDN |
Churchill Downs Inc
Consumer Cyclical
|
20,187 | $1,813,398 | 2.59% |
Portfolio Trend
14 quarters · across all stocks
Holdings in ESP
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $800,264 | 14,440 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $680,274 | 14,434 | Shares | Sole | 2026-02-10 | |
| 2024-09-30 | $580,195 | 19,282 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $416,117 | 19,582 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $526,008 | 20,832 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $389,558 | 20,832 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $336,436 | 20,832 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $348,936 | 20,832 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $421,848 | 20,832 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $295,814 | 20,832 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $287,273 | 20,832 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $296,647 | 20,832 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $289,564 | 20,832 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $296,022 | 20,832 | Shares | Sole | 2022-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||