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SAGE FINANCIAL GROUP INC
hedge fundUpdated 9 days agoManaged by Sage Financial Group Inc • Latest filing Q3 2026
Portfolio value
$1.8B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
23.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.5B |
| Q4 2025 | $1.5B |
| Q1 2026 | $1.5B |
| Q2 2026 | $1.8B |
| Q3 2026 | $1.8B |
Top holdings
116 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $677M | 23.00M | 38.12% | — | |
| 2 | $114.8M | 1.49M | 6.46% | — | |
| 3 | $92.3M | 622.5K | 5.20% | — | |
| 4 | $86.7M | 407.6K | 4.88% | — | |
| 5 | $78M | 1.31M | 4.39% | — | |
| 6 | $76.2M | 349.8K | 4.29% | — | |
| 7 | $70.5M | 817.9K | 3.97% | — | |
| 8 | $63M | 752.2K | 3.55% | — | |
| 9 | $55.8M | 81.3K | 3.14% | — | |
| 10 | $37.1M | 1.01M | 2.09% | — | |
| 11 | $36.5M | 106.1K | 2.06% | — | |
| 12 | $29.5M | 305.8K | 1.66% | — | |
| 13 | $27M | 776.7K | 1.52% | — | |
| 14 | $25.7M | 711.4K | 1.45% | — | |
| 15 | $23.8M | 65.0K | 1.34% | — | |
| 16 | $21.1M | 262.3K | 1.19% | — | |
| 17 | $20.4M | 103.5K | 1.15% | — | |
| 18 | $17.4M | 656.7K | 0.98% | — | |
| 19 | $16.8M | 495.2K | 0.94% | — | |
| 20 | $16.7M | 152.8K | 0.94% | — |