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  Name: Sage Investment Advisers LLC
  City: POUGHKEEPSIE
  State: NY
  Zip: 12603
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $87,219,000
  Total Value Change : $4,783,000
  Securities Held Change : 0
   
All Securities Held : 67
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 25
  Unchanged Positions : 8
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MLM)1 Year Chart         MLM Martin Marietta Materials Inc 9 - $608.05 $2,579,000 4,200 2.96% 484,000 0 0.005    General Building Mate...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 36 - $520.91 $635,000 1,214 0.73% 58,000 0 0    Closed - End Fund - E...
   (ESP)1 Year Chart         ESP Espey Manufacturing & Elect... 39 - $25.33 $526,000 20,832 0.6% 136,000 0 0.868    Diversified Electronics
   (HD)1 Year Chart         HD Home Depot Inc 40 - $340.96 $485,000 1,265 0.56% 47,000 0 0    Home Improvement Stores
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 46 - $20.94 $384,000 16,700 0.44% 97,000 0 0.001    N/A
   (HON)1 Year Chart         HON Honeywell International Inc 63 - $203.80 $205,000 1,000 0.24% -5,000 0 0    Conglomerates
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 65 - $511.74 $201,000 407 0.23% -13,000 0 0    Health Care Plans
   (NAK)1 Year Chart         NAK Northern Dynasty Minerals L... 67 - $0.28 $4,000 13,000 0% 0 0 0.003    Gold

      8 Records Found
  1    
Page 1 of 1
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