Holdings
Sage Financial Management Group, Inc.
As of Jun 30, 2026, Sage Financial Management Group, Inc. reported 12 positions worth US$9.31M. Largest: Alphabet Inc (google) Class C, Sherwin-williams Company (the) and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 5,391 | US$1.93M | +4,053 | Jun 30, 2026 |
| Sherwin-williams Company (the) | 4,676 | US$1.61M | no change | Jun 30, 2026 |
| Apple Inc | 4,870 | US$1.41M | −12 | Jun 30, 2026 |
| Microsoft Corp. | 2,317 | US$864K | no change | Jun 30, 2026 |
| Johnson & Johnson | 3,227 | US$820K | no change | Jun 30, 2026 |
| Union Pacific Corporation | 2,044 | US$556K | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,607 | US$526K | no change | Jun 30, 2026 |
| International Business Machines Corporation | 1,530 | US$430K | −40 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,590 | US$379K | +597 | Jun 30, 2026 |
| Abbvie Inc. | 1,393 | US$351K | no change | Jun 30, 2026 |