Long-term investor
Sage Investment Advisers LLC @sageinvestmentadvisersll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001925418).
Record
- Tracked since 2024-06-30 (827 days), 107 trades recorded
- Returns: week n/a · month n/a · 90 days -0.5% · 6 months -1.9% · 1 year -1.1% · all +32.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 14.3% · long · since 2024-06-30
- IAU · 4.8% · long · since 2024-06-30
- 921909768 · 4.0% · long · since 2024-06-30
- V · 3.6% · long · since 2024-06-30
- 921937827 · 3.5% · long · since 2024-06-30
- 921937835 · 2.8% · long · since 2025-12-31
- 464287408 · 2.8% · long · since 2024-06-30
- JPM · 2.7% · long · since 2024-06-30
- CVX · 2.6% · long · since 2024-06-30
- IBM · 2.5% · long · since 2024-06-30
- 46090E103 · 2.5% · long · since 2024-06-30
- GLD · 2.3% · long · since 2024-06-30