Sage Financial Management Group, Inc.
Sage Financial Management Group, Inc. reported 61 holdings worth US$364M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Sage Financial Management Group, Inc. reported 61 holdings worth US$364M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Sherwin-williams Company (the) and Apple Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$364M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 5,391 | US$1.93M | 0.53% |
| Sherwin-williams Company (the) | 4,676 | US$1.61M | 0.44% |
| Apple Inc | 4,870 | US$1.41M | 0.39% |
| Microsoft Corp. | 2,317 | US$864K | 0.24% |
| Johnson & Johnson | 3,227 | US$820K | 0.23% |
| Union Pacific Corporation | 2,044 | US$556K | 0.15% |
| Jp Morgan Chase & Co. | 1,607 | US$526K | 0.14% |
| International Business Machines Corporation | 1,530 | US$430K | 0.12% |
| Amazon.com, Inc. | 1,590 | US$379K | 0.10% |
| Abbvie Inc. | 1,393 | US$351K | 0.10% |
| Coca-cola Company (the) | 2,891 | US$235K | 0.06% |
| Mastercard Incorporated | 403 | US$207K | 0.06% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |