Sage Financial Group Inc reported 110 holdings worth US$1.81B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Sage Financial Group Inc reported 110 holdings worth US$1.81B as of Jun 30, 2026. Largest: Apple Inc, Johnson & Johnson and Caterpillar, Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 110
- Value as reported
- US$1.81B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 87,236 | US$25.2M | 1.4% |
| Johnson & Johnson | 14,297 | US$3.63M | 0.20% |
| Caterpillar, Inc. | 1,667 | US$1.78M | 0.10% |
| The Hershey Company | 0 | US$0 | 0.00% |