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Sage Investment Counsel LLC

All holdings · as of Dec 31, 2025

123 positions

CompanyClassValueShares% of portfolio
TRUIST FINANCIAL CORP$345.1K7,0140.4%
HERTZ GLOBAL HOLDINGS, INCHTZCommon Stock$348.3K67,7600.4%
Alphabet Inc.$360.2K1,1510.4%
Mastercard Inc$362.7K6350.4%
M&T BANK CORP$370.2K1,8370.4%
SUNCOR ENERGY INC NEW$372.6K8,4000.4%
BURFORD CAP LTD$374.6K42,0000.4%
AGREE REALTY CORP$399.9K5,5520.4%
AMBEV S.A.ABEVADR$408.8K165,5000.4%
WHITE MOUNTAINS INSURANCE GROUP LTD$415.6K2000.5%
FREEPORT-MCMORAN INC$421.6K8,3000.5%
OCCIDENTAL PETROLEUM CORP /DE$424.4K10,3220.5%
Apollo Global Management, Inc.$432.8K2,9900.5%
Healthcare Realty Trust Inc$436.6K25,7590.5%
Blackstone Secured Lending FundBXSLCommon Stock$442.3K16,7990.5%
VANGUARD INTL EQUITY INDEX F$447.3K8,3200.5%
FedEx Corp$447.7K1,5500.5%
VANGUARD SCOTTSDALE FDS$451.8K5,3950.5%
LOWES COMPANIES INC$453.6K1,8810.5%
CISCO SYSTEMS, INC.$454.0K5,8940.5%
DAVITA INC.$458.4K4,0350.5%
CANADIAN NAT RES LTD$467.1K13,8000.5%
Meta Platforms Inc$489.5K7420.5%
Alibaba Group Holding LtdBABAADR$492.4K3,3590.5%
Rithm Capital Corp.$509.0K46,7000.6%
FLAGSTAR BANK, NATIONAL ASSOCIATION$521.2K41,4000.6%
Sixth Street Specialty Lending, Inc.TSLXCommon Stock$538.2K24,7770.6%
VANGUARD STAR FDS$543.0K7,1980.6%
VANGUARD INDEX FDS$588.4K6,6490.6%
VANGUARD INDEX FDS$589.5K2,7830.6%
BROOKFIELD RENEWABLE PARTNER$591.3K21,9250.7%
CAPITAL ONE FINANCIAL CORP$630.0K2,6000.7%
HOME DEPOT, INC.$638.0K1,8540.7%
US BANCORP \DE$642.7K12,0450.7%
RTX Corp$682.4K3,7210.8%
AUTOZONE INC$695.3K2050.8%
VANGUARD SCOTTSDALE FDS$708.4K9,3400.8%
Pacific Airport GroupPACADR$722.3K2,7400.8%
Central North Airport GroupOMABADR$761.4K7,0000.8%
CONSTELLATION BRANDS, INC.$794.0K5,7550.9%
OneMain Holdings Inc$831.1K12,3040.9%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$831.4K25,9320.9%
REALTY INCOME CORP$935.9K16,6021.0%
EXXON MOBIL CORP$964.8K8,0171.1%
ISHARES INC$1.07M10,3101.2%
VANGUARD INDEX FDS$1.09M1,7411.2%
JANUS HENDERSON GROUP PLC$1.12M23,4931.2%
CATERPILLAR INC$1.18M2,0611.3%
SLM Corp$1.23M45,4521.4%
VANGUARD INDEX FDS$1.24M3,7041.4%
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