Sage Investment Counsel LLC Incresed Positions in Q3 2025

Sage Investment Counsel LLC

  • $90.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.08K
+ 77.4%
$73.94 - $78.51 $301K - $320K
9.34K $725M
LEN
Lennar Corp

Consumer Cyclical
948
+ 7.48%
$107.73 - $142.4 $102K - $135K
13.6K $1.72B
HTZ
Hertz Global Holdings, Inc

Industrials
40.7K
+ 105.06%
$5.11 - $7.97 $208K - $324K
79.4K $540M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.92K
+ 10.27%
$70.77 - $73.59 $136K - $142K
20.7K $1.51B
CB
Chubb LTD

Financial Services
661
+ 14.39%
$265.99 - $289.59 $176K - $191K
5.26K $1.48B
OXY
Occidental Petroleum Corp

Energy
1.17K
+ 10.78%
$42.54 - $48.1 $49.8K - $56.3K
12K $568M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
616
+ 6.32%
$99.08 - $103.57 $61K - $63.8K
10.4K $1.07B
BXSL
Blackstone Secured Lending Fund

Financial Services
5.8K
+ 51.82%
$26.07 - $32.55 $151K - $189K
17K $443M
LE
Lands' End, Inc.

Consumer Cyclical
3.14K
+ 19.63%
N/A
19.1K $270M
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.03%
$128.41 - $138.03 $385 - $414
10.4K $1.43B
Flagstar Financial Inc
2.15K
+ 3.34%
N/A
66.5K $768M
VTV
Vanguard Value ETF

ETFs
310
+ 21.31%
$175.51 - $186.57 $54.4K - $57.8K
1.77K $329M
AMZN
Amazon Com Inc

Consumer Cyclical
303
+ 5.63%
$211.65 - $238.24 $64.1K - $72.2K
5.68K $1.25B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
318
+ 9.33%
$71.86 - $87.45 $22.9K - $27.8K
3.73K $311M
Healthcare Rlty Tr
66
+ 0.26%
N/A
25.7K $463M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.13K
+ 15.11%
$28.92 - $32.19 $32.6K - $36.3K
8.59K $274M
LADR
Ladder Capital Corp

Real Estate
4K
+ 18.22%
$10.86 - $11.81 $43.4K - $47.2K
25.9K $283M
VCIT
Vanguard Intermediate Term Cor

ETFs
390
+ 7.79%
$81.75 - $84.54 $31.9K - $33K
5.4K $454M
Grupo Aval Acciones Y Valore
5K
+ 17.24%
N/A
34K $112M
TFSL
Tfs Financial Corp

Financial Services
91
+ 0.08%
$12.61 - $14.23 $1.15K - $1.29K
117K $1.54B
APO
Apollo Global Management, Inc.

Financial Services
354
+ 13.67%
$131.55 - $156.05 $46.6K - $55.2K
2.94K $392M
Siriusxm Holdings Inc
383
+ 1.09%
N/A
35.5K $827M
TFC
Truist Financial Corp

Financial Services
11
+ 0.16%
$42.83 - $47.07 $471 - $518
7K $320M
JOE
St Joe CO

Real Estate
200
+ 4.0%
$48.26 - $52.64 $9.65K - $10.5K
5.2K $257M
CAAP
Corporacion America Airports S.A.

Industrials
2.2K
+ 21.57%
$18.0 - $22.24 $39.6K - $48.9K
12.4K $225M
ORCC
Owl Rock Capital Corp

Financial Services
3K
+ 22.46%
N/A
16.4K $209M
CVX
Chevron Corp

Energy
1
+ 0.07%
$145.57 - $161.83 $146 - $162
1.4K $218M
RIET
ETF Ser Solutions Hoya Capital

ETFs
988
+ 2.41%
$9.34 - $10.07 $9.23K - $9.95K
42K $405M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
21
+ 0.28%
$26.92 - $28.6 $565 - $601
7.41K $207M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.13%
$695.21 - $791.73 $695 - $792
746 $548M
ADC
Agree Realty Corp

Real Estate
93
+ 1.85%
$70.53 - $75.05 $6.56K - $6.98K
5.12K $364M
DG
Dollar General Corp

Consumer Defensive
342
+ 2.57%
$101.86 - $116.32 $34.8K - $39.8K
13.6K $1.41B
PNFP
Pinnacle Financial Partners Inc

Financial Services
3
+ 0.0%
$86.13 - $119.63 $258 - $359
75.3K $7.06B
Activity Summary
Buys All Purchases 45 New Holdings 11 Increased Positions 34 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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