§ 13F · FUND PROFILE
Sage Investment Counsel LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $86.3T (13F)Positions · 122Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PNFP | PINNACLE FINL PARTNERS INC | 75K | $7.2T | 7.9% | ±0% |
| 2 | AAPL | APPLE INC | 19K | $5.3T | 5.8% | −1% |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 4 | $3.0T | 3.3% | ±0% |
| 4 | BN | BROOKFIELD CORP | 54K | $2.5T | 2.7% | +50% |
| 5 | ET | ENERGY TRANSFER L P | 135K | $2.2T | 2.4% | ±0% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 4K | $2.2T | 2.4% | −10% |
| 7 | HHH | HOWARD HUGHES HOLDINGS INC | 26K | $2.1T | 2.3% | +1% |
| 8 | DG | DOLLAR GEN CORP NEW | 14K | $1.8T | 2.0% | ±0% |
| 9 | V | VISA INC | 5K | $1.8T | 2.0% | ±0% |
| 10 | JPM | JPMORGAN CHASE & CO. | 5K | $1.8T | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGE SIGNAL
AC read
Sage Investment Counsel LLC is a Other fund managing $86258.8 trillion in assets. The fund runs a portfolio of 122 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed