Holdings
Sage Investment Counsel LLC
As of Jun 30, 2026, Sage Investment Counsel LLC reported 94 positions worth US$80.9M. Largest: Pinnacle Financial Partners, Inc., Apple Inc and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Pinnacle Financial Partners, Inc. | 74,936 | US$7.56M | +3 | Jun 30, 2026 |
| Apple Inc | 19,142 | US$5.54M | −85 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 10,276 | US$5.14M | −8 | Jun 30, 2026 |
| Visa Inc. | 8,028 | US$2.75M | +981 | Jun 30, 2026 |
| Energy Transfer Lp | 135K | US$2.58M | +1 | Jun 30, 2026 |
| Brookfield Corporation | 55,478 | US$2.36M | +70 | Jun 30, 2026 |
| Caterpillar, Inc. | 2,001 | US$2.13M | −5 | Jun 30, 2026 |
| Tfs Financial Corporation | 117K | US$2.07M | +77 | Jun 30, 2026 |
| Howard Hughes Holdings Inc. | 28,778 | US$2.06M | +1,615 | Jun 30, 2026 |
| Microsoft Corp. | 5,423 | US$2.02M | +2,247 | Jun 30, 2026 |