Sage Investment Counsel LLC Portfolio Holdings

Sage Investment Counsel LLC

  • $90.9 Billion
  • Q4 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$538 Million 0.59% of portfolio
24,777
Q3 2025 Reduced 5.71%
$0
$233 Million 0.26% of portfolio
12,070
Q1 2025 Added 0.14%
$0
$231 Million 0.25% of portfolio
11,420
Q2 2025 Reduced 14.9%
$0
$222 Million 0.24% of portfolio
5,400
Q3 2025 New
$0
$111 Million 0.12% of portfolio
10,000
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $90.9 Billion
  • Prior Value $90.3 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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