Sage Investment Counsel LLC Portfolio Holdings

Sage Investment Counsel LLC

  • $90.3 Billion
  • Q3 2025

Sage Investment Counsel LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $90.3 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 $7.06B, Apple Inc. with a value of $4.98B, Berkshire Hathaway Inc with a value of $3.02B, Brookfield Corp with a value of $2.47B, and Berkshire Hathaway Inc Class B with a value of $2.45B.

Examining the 13F form we can see an increase of $4.02B in the current position value, from $86.3B to 90.3B.

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 $90.3 Billion
Financial Services: $28.5 Billion
ETFs: $11.2 Billion
Technology: $11.1 Billion
Energy: $7.08 Billion
Industrials: $6.47 Billion
Consumer Cyclical: $6.09 Billion
Consumer Defensive: $3.71 Billion
Real Estate: $3.49 Billion
Other: $4.99 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.81B
$7.06 Billion 7.82% of portfolio
75,294
Q3 2025 Added 0.0%
$4.3T
$4.98 Billion 5.51% of portfolio
19,543
Q3 2025 Reduced 4.84%
$453B
$3.02 Billion 3.34% of portfolio
4
Q4 2024 New
$662B
$2.45 Billion 2.71% of portfolio
4,870
Q3 2025 Reduced 0.41%
$52.5B
$2.32 Billion 2.57% of portfolio
135,075
Q1 2025 Reduced 1.46%
$181B
$1.85 Billion 2.05% of portfolio
18,927
Q3 2025 Added 0.33%
$533B
$1.75 Billion 1.94% of portfolio
5,133
Q4 2024 New
$881B
$1.72 Billion 1.9% of portfolio
5,442
Q3 2025 Reduced 0.18%
$30.9B
$1.72 Billion 1.9% of portfolio
13,618
Q3 2025 Added 7.48%
$3.78T
$1.7 Billion 1.88% of portfolio
3,280
Q3 2025 Reduced 0.61%
$413B
$1.56 Billion 1.73% of portfolio
30,280
Q3 2025 Reduced 1.3%
$14B
$1.55 Billion 1.71% of portfolio
9,451
Q3 2025 Reduced 3.6%
$3.83B
$1.54 Billion 1.7% of portfolio
116,738
Q3 2025 Added 0.08%
$123B
$1.48 Billion 1.64% of portfolio
5,256
Q3 2025 Added 14.39%
$14.3B
$1.43 Billion 1.59% of portfolio
23,774
Q3 2025 Reduced 3.49%
$23.5B
$1.41 Billion 1.56% of portfolio
13,640
Q3 2025 Added 2.57%
$16.2B
$1.24 Billion 1.38% of portfolio
37,803
Q1 2025 Added 0.81%
$2.39T
$1.25 Billion 1.38% of portfolio
5,684
Q3 2025 Added 5.63%
$7.17B
$1.05 Billion 1.16% of portfolio
23,493
Q3 2025 Reduced 2.73%
$35.1B
$999 Million 1.11% of portfolio
16,437
Q3 2025 Reduced 1.2%
$291B
$983 Million 1.09% of portfolio
2,060
Q3 2025 Reduced 0.72%
$490B
$904 Million 1.0% of portfolio
8,017
Q2 2025 Added 0.01%
$73.2B
$879 Million 0.97% of portfolio
205
Q4 2024 New
$70.2B
$823 Million 0.91% of portfolio
26,304
Q3 2025 Reduced 41.94%
$20.8B
$786 Million 0.87% of portfolio
5,835
Q3 2025 New
$367B
$751 Million 0.83% of portfolio
1,854
Q3 2025 Reduced 0.16%
$5.09B
$727 Million 0.81% of portfolio
7,000
Q4 2024 New
$7.32B
$695 Million 0.77% of portfolio
12,304
Q3 2025 Reduced 3.91%
$11.2B
$650 Million 0.72% of portfolio
2,740
Q4 2024 New
$418B
$628 Million 0.7% of portfolio
3,514
Q3 2025 Reduced 23.09%
$258B
$629 Million 0.7% of portfolio
3,760
Q3 2025 Reduced 0.5%
$77.2B
$600 Million 0.66% of portfolio
2,822
Q3 2025 Reduced 1.23%
$67.6B
$582 Million 0.64% of portfolio
12,045
Q2 2025 Added 0.11%
$5.08B
$577 Million 0.64% of portfolio
50,700
Q2 2025 Added 6.29%
$0
$566 Million 0.63% of portfolio
24,777
Q3 2025 Reduced 5.71%
$39.8B
$568 Million 0.63% of portfolio
12,022
Q3 2025 Added 10.78%
$7.95B
$565 Million 0.63% of portfolio
21,925
Q1 2025 Added 2.33%
$1.37T
$548 Million 0.61% of portfolio
746
Q3 2025 Added 0.13%
$11.1B
$552 Million 0.61% of portfolio
4,152
Q3 2025 Reduced 11.6%
$1.89B
$540 Million 0.6% of portfolio
79,410
Q3 2025 Added 105.06%
$140B
$473 Million 0.52% of portfolio
1,880
Q2 2025 Added 4.39%
$38.8B
$441 Million 0.49% of portfolio
13,800
Q4 2024 New
$4.41B
$443 Million 0.49% of portfolio
16,996
Q3 2025 Added 51.82%
$319B
$403 Million 0.45% of portfolio
5,893
Q3 2025 Reduced 1.27%
$78.4B
$392 Million 0.43% of portfolio
2,944
Q3 2025 Added 13.67%
$1.88B
$383 Million 0.42% of portfolio
32,000
Q4 2024 New
$40.1B
$369 Million 0.41% of portfolio
165,500
Q1 2025 Added 49.77%
$5.89B
$364 Million 0.4% of portfolio
5,121
Q3 2025 Added 1.85%
$68.9B
$366 Million 0.4% of portfolio
1,550
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $90.3 Billion
  • Prior Value $86.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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