Sage Investment Advisers LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 96 distinct holdings held in a sole capacity by the firm.
The portfolio is diversified across a wide range of sectors, with significant positions held in large-cap technology and healthcare companies. Notable individual stock holdings include Apple Inc., with 9,040 shares; Microsoft Corp., with 3,185 shares; and Johnson & Johnson, with 5,066 shares. The firm also holds substantial positions in Chevron Corporation (23,017 shares), Berkshire Hathaway Inc. Class B (1,913 shares), and JPMorgan Chase & Co. (11,882 shares).
A significant portion of the portfolio is allocated to exchange-traded funds (ETFs). The firm lists Vanguard Index Funds ETF Shares as a major holding, specifically the S&P 500 ETF (35,716 shares) and the Morningstar Total Stock Market ETF (3,731 shares). Other ETFs held include the Invesco QQQ Trust (5,231 shares), the iShares Gold Trust (108,268 shares), and the iShares Silver Trust (10,087 shares).
The filing also includes a variety of other holdings, such as Norfolk Southern Corp (2,185 shares), Waste Management Inc (6,791 shares), and Realty Income Corp (8,701 shares). Additionally, the firm disclosed positions in Bitcoin trusts, including Grayscale Bitcoin Trust (9,900 shares) and Ishares Bitcoin Trust (28,019 shares).
