Sage Investment Counsel LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $90.9 Billion distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pinnacle Financial Partners Inc with a value of $7.18B, Apple Inc. with a value of $5.25B, Berkshire Hathaway Inc with a value of $3.02B, Brookfield Corp with a value of $2.47B, and Energy Transfer LP with a value of $2.22B.
Examining the 13F form we can see an increase of $620M in the current position value, from $90.3B to 90.9B.
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
$90.9 Billion
Financial Services: $30.4 Billion
ETFs: $11 Billion
Technology: $10.8 Billion
Industrials: $7.05 Billion
Energy: $6.99 Billion
Consumer Cyclical: $5.58 Billion
Consumer Defensive: $4 Billion
Real Estate: $3.2 Billion
Other: $5.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
