Sage Investment Counsel LLC 13F Holdings

CIK 0002055178 · Franklin, TN

As of Sep 30, 2025, Sage Investment Counsel LLC reported 123 positions worth $90.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PINNACLE FINANCIAL PARTNERS INCPNFPFinancial Services75,294$7.1M7.82%
APPLE INCAAPLTechnology19,543$5.0M5.51%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services4$3.0M3.34%
BROOKFIELD CORPBNFinancial Services35,949$2.5M2.73%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services4,870$2.4M2.71%
ENERGY TRANSFER LPETEnergy135,075$2.3M2.57%
HOWARD HUGHES HOLDINGS INCHHHReal Estate25,406$2.1M2.31%
UBER TECHNOLOGIES INCUBERTechnology18,927 .9M2.05%
VISA INC-CLASS A SHARESVFinancial Services5,133 .8M1.94%
JPMORGAN CHASE & COJPMFinancial Services5,442 .7M1.90%
LENNAR CORPLENConsumer Cyclical13,618 .7M1.90%
MICROSOFT CORPMSFTTechnology3,280 .7M1.88%
BANK OF AMERICA CORPBACFinancial Services30,280 .6M1.73%
TD SYNNEX CORPSNXTechnology9,451 .5M1.71%
TFS FINANCIAL CORPTFSLFinancial Services116,738 .5M1.70%
INVESCO S&P 500 QUALITY ETFSPHQ—20,667 .5M1.68%
CHUBB LTDCBFinancial Services5,256 .5M1.64%
RYANAIR HOLDINGS PLCRYAAYIndustrials23,774 .4M1.59%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVT—10,358 .4M1.58%
DOLLAR GENERAL CORPDGConsumer Defensive13,640 .4M1.56%
ENBRIDGE INCENBEnergy26,767 .4M1.50%
AMAZON.COM INCAMZNEquity5,684 .2M1.38%
BROOKFIELD INFRASTRUCTURE PARTNERS LPBIPUtilities37,803 .2M1.38%
VANGUARD TOTAL STOCK MKT ETFVTI—3,683 .2M1.34%
ISHARES MSCI USA EQUAL WEIGHTED ETFEUSA—10,362 .1M1.18%