Sage Investment Counsel LLC Portfolio Holdings

Sage Investment Counsel LLC

  • $86.3 Billion
  • Q2 2025

Sage Investment Counsel LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $86.3 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pinnacle Financial Partners Inc with a value of $8.31B, Apple Inc. with a value of $4.21B, Berkshire Hathaway Inc with a value of $2.92B, Energy Transfer LP with a value of $2.45B, and Berkshire Hathaway Inc Class B with a value of $2.38B.

Examining the 13F form we can see an increase of $7.37B in the current position value, from $78.9B to 86.3B.

Sage Investment Counsel LLC is based out at Franklin, TN

Below you can find more details about Sage Investment Counsel LLC portfolio as well as his latest detailed transactions.

Portfolio value $86.3 Billion
Financial Services: $29 Billion
ETFs: $10.5 Billion
Technology: $9.91 Billion
Energy: $7.44 Billion
Industrials: $5.83 Billion
Consumer Cyclical: $5.45 Billion
Real Estate: $3.38 Billion
Consumer Defensive: $3.12 Billion
Other: $5.32 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.01B
$8.31 Billion 9.64% of portfolio
75,291
Q2 2025 Reduced 0.67%
$3.69T
$4.21 Billion 4.88% of portfolio
20,536
Q2 2025 Added 2.38%
$423B
$2.92 Billion 3.38% of portfolio
4
Q4 2024 New
$53.7B
$2.45 Billion 2.84% of portfolio
135,075
Q1 2025 Reduced 1.46%
$621B
$2.38 Billion 2.75% of portfolio
4,890
Q2 2025 Added 0.93%
$551B
$1.82 Billion 2.11% of portfolio
5,133
Q4 2024 New
$182B
$1.76 Billion 2.04% of portfolio
18,864
Q2 2025 Added 27.51%
$3.95T
$1.64 Billion 1.9% of portfolio
3,300
Q2 2025 Reduced 1.17%
$859B
$1.58 Billion 1.83% of portfolio
5,452
Q1 2025 Reduced 2.15%
$26B
$1.52 Billion 1.76% of portfolio
13,298
Q2 2025 Added 10.19%
$3.65B
$1.51 Billion 1.75% of portfolio
116,647
Q2 2025 Added 1.83%
$381B
$1.45 Billion 1.68% of portfolio
30,678
Q2 2025 Reduced 4.63%
$14.9B
$1.42 Billion 1.65% of portfolio
24,634
Q2 2025 Added 14.21%
$68.2B
$1.4 Billion 1.63% of portfolio
45,302
Q2 2025 Added 0.8%
$31.7B
$1.4 Billion 1.62% of portfolio
12,670
Q2 2025 New
$14.4B
$1.33 Billion 1.54% of portfolio
9,804
Q2 2025 Added 18.21%
$13.9B
$1.27 Billion 1.47% of portfolio
37,803
Q1 2025 Added 0.81%
$95.8B
$1.21 Billion 1.41% of portfolio
26,767
Q4 2024 New
$2.26T
$1.18 Billion 1.37% of portfolio
5,381
Q2 2025 New
$35.6B
$958 Million 1.11% of portfolio
16,637
Q2 2025 Reduced 0.3%
$7.28B
$938 Million 1.09% of portfolio
24,153
Q2 2025 Added 34.09%
$442B
$864 Million 1.0% of portfolio
8,017
Q2 2025 Added 0.01%
$218B
$805 Million 0.93% of portfolio
2,075
Q2 2025 Added 0.05%
$75.9B
$761 Million 0.88% of portfolio
205
Q4 2024 New
$5.2B
$739 Million 0.86% of portfolio
7,000
Q4 2024 New
$7.06B
$730 Million 0.85% of portfolio
12,804
Q1 2025 Reduced 0.14%
$405B
$681 Million 0.79% of portfolio
1,857
Q4 2024 New
$12.1B
$669 Million 0.78% of portfolio
4,697
Q2 2025 Reduced 5.51%
$12.6B
$629 Million 0.73% of portfolio
2,740
Q4 2024 New
$0
$626 Million 0.73% of portfolio
26,277
Q1 2025 Added 0.17%
$83.2B
$608 Million 0.7% of portfolio
2,857
Q2 2025 New
$5.08B
$572 Million 0.66% of portfolio
50,700
Q2 2025 Added 6.29%
$6.8B
$559 Million 0.65% of portfolio
21,925
Q1 2025 Added 2.33%
$1.78T
$550 Million 0.64% of portfolio
745
Q2 2025 Reduced 28.71%
$229B
$552 Million 0.64% of portfolio
3,779
Q2 2025 Reduced 11.66%
$68B
$545 Million 0.63% of portfolio
12,045
Q2 2025 Added 0.11%
$324B
$518 Million 0.6% of portfolio
4,569
Q1 2025 Reduced 3.49%
$41.1B
$456 Million 0.53% of portfolio
10,852
Q2 2025 Reduced 10.62%
$3.02B
$456 Million 0.53% of portfolio
32,000
Q4 2024 New
$34.5B
$433 Million 0.5% of portfolio
13,800
Q4 2024 New
$152B
$417 Million 0.48% of portfolio
1,880
Q2 2025 Added 4.39%
$293B
$414 Million 0.48% of portfolio
5,969
Q2 2025 Added 0.03%
$35.3B
$399 Million 0.46% of portfolio
165,500
Q1 2025 Added 49.77%
$5.79B
$367 Million 0.43% of portfolio
5,028
Q2 2025 Added 7.37%
$86.8B
$367 Million 0.43% of portfolio
2,590
Q1 2025 Reduced 16.18%
$4.7B
$359 Million 0.42% of portfolio
200
Q4 2024 New
$60.2B
$360 Million 0.42% of portfolio
8,300
Q1 2025 Reduced 3.88%
$60B
$352 Million 0.41% of portfolio
1,550
Q4 2024 New
$63.5B
$353 Million 0.41% of portfolio
3,500
Q2 2025 Added 59.09%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $86.3 Billion
  • Prior Value $78.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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