Portfolio (Quarterly) Guide ↗

SAGE ADVISORS, LLC

· CIK 0002032121

13F Portfolio $151M AUM 48 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 15 New 20 Added 10 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	OKE	ONEOK INC NEW	Energy	54,873	$4.0M	2.87%	SOLD
2	COIN	COINBASE GLOBAL INC	Financial Services	1,232	$416K	0.30%	SOLD
3	CRM	SALESFORCE INC	Technology	1,051	$249K	0.18%	SOLD
4	ORCL	ORACLE CORP	Technology	868	$244K	0.17%	SOLD
5	SKBL	SKYLINE BLDRS GROUP HLDG LTD	Industrials	14,462	$49K	0.04%	SOLD
6	—	SEALSQ CORP	—	11,439	$43K	0.03%	SOLD

Sector Allocation

Financial Services 31.2%

Healthcare 19.4%

Technology 15.6%

Real Estate 14.4%

Consumer Cyclical 6.7%

Consumer Defensive 4.2%

Energy 4.0%

Communication Services 2.6%

Industrials 1.5%

Utilities 0.3%