Pacific Sage Partners, LLC has filed its latest 13F-HR report with the SEC, revealing a total portfolio value of approximately $772 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategy and asset allocation, showcasing its positions in various companies.
The report, filed on October 21, 2026, highlights the firm’s ongoing commitment to managing a diverse investment portfolio. The total number of entries listed in the filing is 144, indicating a broad range of investments across different sectors.
Background
Pacific Sage Partners, LLC, based in Edmonds, Washington, is a financial services firm that specializes in asset management. The company operates under the SEC's jurisdiction and is required to report its holdings periodically. The firm’s recent filings include several 13F-HR submissions, with the latest dated October 21, 2026, and previous reports filed in August and April of the same year.
What the Filing Says
The 13F-HR filing indicates that as of the end of September 2026, Pacific Sage Partners held a total of 144 securities with a combined value of $772,099,195. This figure reflects the firm's strategic investments in various publicly traded companies.
Impact
This update may impact various stakeholders, including investors and competitors within the asset management industry. Firms like Pacific Sage Partners are often closely watched for their investment strategies, which can influence market trends and investor sentiment.
What's Next
The filing does not say what happens next.