Institutions / Sage Investment Counsel LLC
Sage Investment Counsel LLC
CIK 2055178 · Institution · as of Dec 31, 2025
Portfolio value
$90.90M
Positions
123
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 123 →
| Company | Value | % of portfolio |
|---|---|---|
| Pinnacle Financial Partners, Inc. | $7.18M | 7.9% |
| Apple Inc. | $5.25M | 5.8% |
| Berkshire Hathaway Inc Del | $3.02M | 3.3% |
| Brookfield Corp | $2.47M | 2.7% |
| Energy Transfer LPET | $2.22M | 2.4% |
| Warren E. Buffett | $2.20M | 2.4% |
| Howard Hughes Holdings Inc. | $2.05M | 2.3% |
| Dollar General Corp | $1.81M | 2.0% |
| Visa Inc | $1.80M | 2.0% |
| JPMORGAN CHASE & CO | $1.75M | 1.9% |
| Bank of America Corp /De | $1.67M | 1.8% |
| Ryanair Holdings PLC | $1.66M | 1.8% |
| Chubb Ltd | $1.64M | 1.8% |
| Invesco Exchange Traded Fd T | $1.59M | 1.8% |
| TFS Financial CORPTFSL | $1.56M | 1.7% |
| Uber Technologies, Inc | $1.55M | 1.7% |
| Microsoft Corp | $1.54M | 1.7% |
| Vanguard Intl Equity Index F | $1.46M | 1.6% |
| TD SYNNEX Corp | $1.37M | 1.5% |
| Lennar Corp /New | $1.34M | 1.5% |
| Amazon.com Inc | $1.32M | 1.5% |
| Brookfield Infrastructure Partners LP | $1.31M | 1.4% |
| Enbridge Inc | $1.28M | 1.4% |
| Vanguard Index Fds | $1.24M | 1.4% |
| SLM Corp | $1.23M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.