Sage Investment Counsel LLC Incresed Positions in Q2 2025

Sage Investment Counsel LLC

  • $86.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12.6K
+ 202.99%
$59.24 - $71.39 $744K - $896K
18.7K $1.34B
UBER
Uber Technologies, Inc

Technology
4.07K
+ 27.51%
$64.62 - $93.3 $263K - $380K
18.9K $1.76B
Brookfield Corp
3.5K
+ 10.73%
N/A
36.1K $2.23B
RYAAY
Ryanair Holdings PLC

Industrials
3.07K
+ 14.21%
$39.21 - $57.84 $120K - $177K
24.6K $1.42B
SNX
Td Synnex Corp

Technology
1.51K
+ 18.21%
$95.81 - $137.79 $145K - $208K
9.8K $1.33B
DG
Dollar General Corp

Consumer Defensive
1.23K
+ 10.19%
$86.02 - $114.95 $106K - $141K
13.3K $1.52B
Howard Hughes Holdings Inc
7.57K
+ 39.42%
N/A
26.8K $1.81B
JHG
Janus Henderson Group PLC

Financial Services
6.14K
+ 34.09%
$29.47 - $38.84 $181K - $238K
24.2K $938M
CB
Chubb LTD

Financial Services
918
+ 24.97%
$274.32 - $302.46 $252K - $278K
4.6K $1.33B
VTI
Vanguard Total Stock Market Et

ETFs
304
+ 8.79%
$243.75 - $303.93 $74.1K - $92.4K
3.76K $1.14B
VT
Vanguard Total World Stk Index

ETFs
168
+ 1.65%
$103.16 - $128.52 $17.3K - $21.6K
10.4K $1.33B
DEO
Diageo PLC

Consumer Defensive
1.3K
+ 59.09%
$99.86 - $115.75 $130K - $150K
3.5K $353M
CAT
Caterpillar Inc

Industrials
1
+ 0.05%
$273.94 - $388.21 $274 - $388
2.08K $805M
TFSL
Tfs Financial Corp

Financial Services
2.09K
+ 1.83%
$11.62 - $13.54 $24.3K - $28.3K
117K $1.51B
Siriusxm Holdings Inc
3.29K
+ 10.31%
N/A
35.2K $807M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
137
+ 1.43%
$82.93 - $99.12 $11.4K - $13.6K
9.75K $966M
LE
Lands' End, Inc.

Consumer Cyclical
4.78K
+ 42.54%
N/A
16K $171M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
91
+ 1.27%
$55.54 - $69.09 $5.05K - $6.29K
7.25K $501M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.03%
$53.19 - $69.38 $106 - $139
5.97K $414M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
29
+ 0.33%
$39.89 - $49.46 $1.16K - $1.43K
8.69K $430M
USB
Us Bancorp \De\

Financial Services
13
+ 0.11%
$36.4 - $45.76 $473 - $595
12K $545M
AHH
Armada Hoffler Properties, Inc.

Real Estate
5.8K
+ 48.33%
$6.37 - $7.42 $36.9K - $43K
17.8K $122M
Grupo Aval Acciones Y Valore
9K
+ 45.0%
N/A
29K $81.5M
NRZ
New Residential Investment Corp.

Real Estate
3K
+ 6.29%
N/A
50.7K $572M
RF
Regions Financial Corp

Financial Services
30
+ 0.24%
$18.34 - $23.52 $550 - $706
12.4K $293M
LADR
Ladder Capital Corp

Real Estate
3.07K
+ 16.26%
$9.86 - $11.4 $30.3K - $35K
21.9K $236M
JOE
St Joe CO

Real Estate
300
+ 6.38%
$40.82 - $49.27 $12.2K - $14.8K
5K $239M
TFC
Truist Financial Corp

Financial Services
1
+ 0.01%
$34.79 - $42.99 $34.8 - $43
6.99K $301M
ORCC
Owl Rock Capital Corp

Financial Services
1.04K
+ 8.48%
N/A
13.4K $192M
VTV
Vanguard Value ETF

ETFs
11
+ 0.76%
$153.67 - $176.74 $1.69K - $1.94K
1.46K $257M
ADC
Agree Realty Corp

Real Estate
345
+ 7.37%
$70.68 - $79.12 $24.4K - $27.3K
5.03K $367M
SMRT
Smart Rent, Inc.

Technology
5K
+ 50.0%
$0.72 - $1.15 $3.6K - $5.75K
15K $14.9M
CLF
Cleveland Cliffs Inc.

Basic Materials
1.04K
+ 9.45%
$5.83 - $8.88 $6.06K - $9.24K
12K $91.5M
VICI
Vici Properties Inc.

Real Estate
12
+ 0.11%
$29.41 - $32.97 $353 - $396
10.8K $354M
LOW
Lowes Companies Inc

Consumer Cyclical
79
+ 4.39%
$210.83 - $235.28 $16.7K - $18.6K
1.88K $417M
Safehold Inc
2.3K
+ 16.31%
N/A
16.4K $255M
RIET
ETF Ser Solutions Hoya Capital

ETFs
996
+ 2.49%
$8.8 - $10.01 $8.76K - $9.97K
41K $390M
ELV
Elevance Health, Inc.

Healthcare
55
+ 6.94%
$372.27 - $452.69 $20.5K - $24.9K
847 $329M
BXSL
Blackstone Secured Lending Fund

Financial Services
21
+ 0.19%
$26.88 - $32.74 $564 - $688
11.2K $344M
Flagstar Financial Inc
3.65K
+ 6.02%
N/A
64.3K $682M
Healthcare Rlty Tr
100
+ 0.39%
N/A
25.6K $406M
XOM
Exxon Mobil Corp

Energy
1
+ 0.01%
$99.93 - $119.04 $99.9 - $119
8.02K $864M
EPD
Enterprise Products Partners L.P.

Energy
361
+ 0.8%
$28.95 - $34.22 $10.5K - $12.4K
45.3K $1.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
45
+ 0.93%
$483.48 - $539.8 $21.8K - $24.3K
4.89K $2.38B
AAPL
Apple Inc.

Technology
477
+ 2.38%
$172.42 - $223.89 $82.2K - $107K
20.5K $4.21B
Activity Summary
Buys All Purchases 61 New Holdings 15 Increased Positions 46 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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