§ 13F · FUND PROFILE
Sage Investment Counsel LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $90M (13F)Positions · 123Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PNFP | PINNACLE FINL PARTNERS INC | 75K | $6M | 7.2% | NEW |
| 2 | AAPL | APPLE INC | 19K | $5M | 5.4% | ±0% |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 4 | $3M | 3.2% | ±0% |
| 4 | ET | ENERGY TRANSFER L P | 135K | $3M | 2.9% | ±0% |
| 5 | BN | BROOKFIELD CORP | 55K | $2M | 2.5% | +3% |
| 6 | V | VISA INC | 7K | $2M | 2.4% | +37% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 4K | $2M | 2.3% | −2% |
| 8 | UBER | UBER TECHNOLOGIES INC | 25K | $2M | 2.0% | +34% |
| 9 | CB | CHUBB LTD SWITZ | 5K | $2M | 1.9% | +2% |
| 10 | HHH | HOWARD HUGHES HOLDINGS INC | 27K | $2M | 1.9% | +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 $90 million in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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