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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$626 Million 0.73% of portfolio
26,277
Q1 2025 Added 0.17%
$0
$251 Million 0.29% of portfolio
11,420
Q2 2025 Reduced 14.9%
$0
$250 Million 0.29% of portfolio
9,693
Q4 2024 New
$0
$244 Million 0.28% of portfolio
12,070
Q1 2025 Added 0.14%
$0
$116 Million 0.13% of portfolio
17,000
Q2 2025 Reduced 15.0%

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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