Sage Investment Counsel LLC Portfolio Holdings

Sage Investment Counsel LLC

  • $78.9 Billion
  • Q1 2025

Sage Investment Counsel LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $78.9 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pinnacle Financial Partners Inc with a value of $8.04B, Apple Inc. with a value of $4.46B, Berkshire Hathaway Inc with a value of $3.19B, Berkshire Hathaway Inc Class B with a value of $2.58B, and Energy Transfer LP with a value of $2.51B.

Examining the 13F form we can see an increase of $2.14B in the current position value, from $76.7B to 78.9B.

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 $78.9 Billion
Financial Services: $27.7 Billion
ETFs: $9.04 Billion
Energy: $8.09 Billion
Technology: $8.03 Billion
Industrials: $4.47 Billion
Consumer Cyclical: $4.01 Billion
Real Estate: $3.9 Billion
Consumer Defensive: $2.98 Billion
Other: $4.8 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$588 Million 0.75% of portfolio
26,277
Q1 2025 Added 0.17%
$0
$297 Million 0.38% of portfolio
13,420
Q1 2025 Added 0.22%
$0
$246 Million 0.31% of portfolio
12,070
Q1 2025 Added 0.14%
$0
$219 Million 0.28% of portfolio
9,693
Q4 2024 New
$0
$141 Million 0.18% of portfolio
20,000
Q1 2025 Added 11.11%
$24.8M
$19.8 Million 0.03% of portfolio
15,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $78.9 Billion
  • Prior Value $76.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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