Back to Sage Investment Counsel LLC

Sage Investment Counsel LLC

All holdings · as of Dec 31, 2025

123 positions

CompanyClassValueShares% of portfolio
Meta Platforms Inc$489.5K7420.5%
CANADIAN NAT RES LTD$467.1K13,8000.5%
DAVITA INC.$458.4K4,0350.5%
CISCO SYSTEMS, INC.$454.0K5,8940.5%
LOWES COMPANIES INC$453.6K1,8810.5%
VANGUARD SCOTTSDALE FDS$451.8K5,3950.5%
FedEx Corp$447.7K1,5500.5%
VANGUARD INTL EQUITY INDEX F$447.3K8,3200.5%
Blackstone Secured Lending FundBXSLCommon Stock$442.3K16,7990.5%
Healthcare Realty Trust Inc$436.6K25,7590.5%
Apollo Global Management, Inc.$432.8K2,9900.5%
OCCIDENTAL PETROLEUM CORP /DE$424.4K10,3220.5%
FREEPORT-MCMORAN INC$421.6K8,3000.5%
WHITE MOUNTAINS INSURANCE GROUP LTD$415.6K2000.5%
AMBEV S.A.ABEVADR$408.8K165,5000.4%
AGREE REALTY CORP$399.9K5,5520.4%
BURFORD CAP LTD$374.6K42,0000.4%
SUNCOR ENERGY INC NEW$372.6K8,4000.4%
M&T BANK CORP$370.2K1,8370.4%
Mastercard Inc$362.7K6350.4%
Alphabet Inc.$360.2K1,1510.4%
HERTZ GLOBAL HOLDINGS, INCHTZCommon Stock$348.3K67,7600.4%
TRUIST FINANCIAL CORP$345.1K7,0140.4%
Broadcom Inc.$342.6K9900.4%
SCHWAB STRATEGIC TR$338.1K12,3250.4%
Regions Financial Corp$337.3K12,4460.4%
Walmart Inc.$334.0K2,9980.4%
COCA COLA FEMSA SAB DE CVKOFADR$331.5K3,5000.4%
CORPORACION AMER ARPTS S A$322.4K12,4000.4%
DIAGEO PLC$319.2K3,7000.4%
NVIDIA Corp$314.1K1,6840.3%
SCHWAB STRATEGIC TR$311.6K9,5520.3%
VANGUARD INDEX FDS$311.3K1,6300.3%
VANGUARD MUN BD FDS$310.9K3,0000.3%
LANDS' END, INC.LECommon Stock$308.9K21,2750.3%
ST JOE Co$308.7K5,2000.3%
Walt Disney Co$305.0K2,6810.3%
VICI PROPERTIES INC.$305.0K10,8470.3%
Union Pacific Corp$304.9K1,3180.3%
Alphabet Inc.$285.9K9110.3%
Ladder Capital Corp$285.2K25,9480.3%
LOCKHEED MARTIN CORP$278.1K5750.3%
CTO Realty Growth, Inc.$252.2K13,7000.3%
HCA Healthcare, Inc.$248.6K5320.3%
FIDUS INVT CORP$233.0K12,0700.3%
ARES CAPITAL CORPARCCCommon Stock$231.0K11,4200.3%
CELESTICA INCCLSCommon Stock$224.1K7580.2%
Sirius XM Holdings Inc$222.8K11,1420.2%
Grupo Cibest S.A.CIBADR$222.6K3,5000.2%
NUTRIEN LTD$222.2K3,6000.2%
← PrevPage 2 of 3Next →