Sage Investment Counsel LLC Incresed Positions in Q4 2025

Sage Investment Counsel LLC

  • $90.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DG
Dollar General Corp

Consumer Defensive
1
+ 0.01%
$95.94 - $106.44 $95.9 - $106
13.6K $1.81B
CAT
Caterpillar Inc

Industrials
1
+ 0.05%
$480.82 - $585.49 $481 - $585
2.06K $1.18B
CB
Chubb LTD

Financial Services
2
+ 0.04%
$268.2 - $296.22 $536 - $592
5.26K $1.64B
PNFP
Pinnacle Financial Partners Inc

Financial Services
2
+ 0.0%
$84.38 - $93.6 $169 - $187
75.3K $7.18B
BAC
Bank Of America Corp

Financial Services
1
+ 0.0%
$48.65 - $54.11 $48.7 - $54.1
30.3K $1.67B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
536
+ 2.59%
$72.21 - $75.0 $38.7K - $40.2K
21.2K $1.59B
AMZN
Amazon Com Inc

Consumer Cyclical
30
+ 0.53%
$213.04 - $254.0 $6.39K - $7.62K
5.71K $1.32B
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.02%
$67.46 - $78.0 $67.5 - $78
5.89K $454M
APO
Apollo Global Management, Inc.

Financial Services
46
+ 1.56%
$118.22 - $133.75 $5.44K - $6.15K
2.99K $433M
LE
Lands' End, Inc.

Consumer Cyclical
2.14K
+ 11.15%
N/A
21.3K $309M
ADC
Agree Realty Corp

Real Estate
431
+ 8.42%
$70.22 - $75.76 $30.3K - $32.7K
5.55K $400M
VT
Vanguard Total World Stk Index

ETFs
7
+ 0.07%
$135.16 - $141.78 $946 - $992
10.4K $1.46B
VTI
Vanguard Total Stock Market Et

ETFs
21
+ 0.57%
$321.8 - $337.95 $6.76K - $7.1K
3.7K $1.24B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.29%
$600.51 - $631.95 $3K - $3.16K
1.74K $1.09B
TFSL
Tfs Financial Corp

Financial Services
90
+ 0.08%
$12.67 - $13.95 $1.14K - $1.26K
117K $1.56B
TFC
Truist Financial Corp

Financial Services
10
+ 0.14%
$41.09 - $45.64 $411 - $456
7.01K $345M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6
+ 0.08%
$72.17 - $75.74 $433 - $454
7.2K $543M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
24
+ 0.32%
$27.78 - $29.25 $667 - $702
7.44K $222M
Auna S A
6K
+ 60.0%
N/A
16K $78.7M
Brookfield Corp
18K
+ 49.98%
N/A
53.9K $2.47B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
244
+ 2.02%
$26.44 - $27.53 $6.45K - $6.72K
12.3K $338M
BUR
Burford Capital LTD

Financial Services
10K
+ 31.25%
$8.59 - $11.94 $85.9K - $119K
42K $375M
DEO
Diageo PLC

Consumer Defensive
200
+ 5.71%
$87.26 - $98.67 $17.5K - $19.7K
3.7K $319M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.05%
$225.0 - $247.99 $225 - $248
1.88K $454M
Healthcare Rlty Tr
64
+ 0.25%
N/A
25.8K $437M
Howard Hughes Holdings Inc
300
+ 1.18%
N/A
25.7K $2.05B
O
Realty Income Corp

Real Estate
165
+ 1.0%
$56.12 - $60.64 $9.26K - $10K
16.6K $936M
UBER
Uber Technologies, Inc

Technology
25
+ 0.13%
$91.62 - $100.1 $2.29K - $2.5K
19K $1.55B
Activity Summary
Buys All Purchases 37 New Holdings 8 Increased Positions 29 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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