Sage Investment Counsel LLC Reduced Holdings in Q2 2025

Sage Investment Counsel LLC

  • $86.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-1.93K
- 33.33%
$162.76 - $195.77 $314K - $377K
3.86K $752M
OXY
Occidental Petroleum Corp

Energy
-1.29K
- 10.62%
$36.11 - $49.33 $46.5K - $63.6K
10.9K $456M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.02K
- 24.84%
$24.32 - $27.87 $97.6K - $112K
12.1K $322M
DVA
Davita Inc.

Healthcare
-274
- 5.51%
$133.5 - $155.51 $36.6K - $42.6K
4.7K $669M
F
Ford Motor CO

Consumer Cyclical
-9.7K
- 49.24%
$8.69 - $10.85 $84.3K - $105K
10K $109M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-117
- 3.32%
$67.83 - $92.33 $7.94K - $10.8K
3.41K $248M
CTO
Cto Realty Growth, Inc.

Real Estate
-2.34K
- 14.59%
$16.86 - $19.44 $39.5K - $45.5K
13.7K $236M
VNQ
Vanguard Specialized Funds Van

ETFs
-512
- 6.79%
$79.79 - $91.42 $40.9K - $46.8K
7.03K $626M
META
Meta Platforms, Inc.

Communication Services
-300
- 28.71%
$484.66 - $738.09 $145K - $221K
745 $550M
DIS
Walt Disney CO

Communication Services
-1.2K
- 30.92%
$81.72 - $124.01 $98.1K - $149K
2.68K $332M
MPW
Medical Properties Trust Inc

Real Estate
-2K
- 16.47%
$4.31 - $5.91 $8.61K - $11.8K
10.1K $43.7M
PNNT
Pennantpark Investment Corp

Financial Services
-3K
- 15.0%
$5.91 - $7.08 $17.7K - $21.2K
17K $116M
RTX
Raytheon Technologies Corp

Industrials
-499
- 11.66%
$113.75 - $148.48 $56.8K - $74.1K
3.78K $552M
VZ
Verizon Communications Inc

Communication Services
-14
- 0.22%
$41.67 - $45.62 $583 - $639
6.38K $276M
O
Realty Income Corp

Real Estate
-50
- 0.3%
$52.27 - $58.52 $2.61K - $2.93K
16.6K $958M
LAD
Lithia Motors Inc

Consumer Cyclical
-80
- 11.43%
$271.94 - $339.35 $21.8K - $27.1K
620 $209M
BAC
Bank Of America Corp

Financial Services
-1.49K
- 4.63%
$34.39 - $47.46 $51.2K - $70.6K
30.7K $1.45B
PNFP
Pinnacle Financial Partners Inc

Financial Services
-511
- 0.67%
$87.19 - $111.51 $44.6K - $57K
75.3K $8.31B
MSFT
Microsoft Corp

Technology
-39
- 1.17%
$354.56 - $497.45 $13.8K - $19.4K
3.3K $1.64B
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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