§ 13F · FUND PROFILE
Sage Investment Counsel LLC.
AUM · $100M (13F)Positions · 126Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PNFP | PINNACLE FINL PARTNERS INC | 75K | $8M | 7.6% | ±0% |
| 2 | AAPL | APPLE INC | 19K | $6M | 5.5% | ±0% |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 4 | $3M | 3.0% | ±0% |
| 4 | V | VISA INC | 8K | $3M | 2.8% | +14% |
| 5 | ET | ENERGY TRANSFER L P | 135K | $3M | 2.6% | ±0% |
| 6 | BN | BROOKFIELD CORP | 55K | $2M | 2.4% | ±0% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 4K | $2M | 2.1% | ±0% |
| 8 | CAT | CATERPILLAR INC | 2K | $2M | 2.1% | ±0% |
| 9 | TFSL | TFS FINL CORP | 117K | $2M | 2.1% | ±0% |
| 10 | HHH | HOWARD HUGHES HOLDINGS INC | 29K | $2M | 2.1% | +6% |
§ 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 $100 million in assets. The fund runs a portfolio of 126 positions.
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