Sage Investment Counsel LLC Portfolio Holdings

Sage Investment Counsel LLC

  • $76.7 Billion
  • Q4 2024

Sage Investment Counsel LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $76.7 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pinnacle Financial Partners Inc with a value of $8.67B, Apple Inc. with a value of $5.08B, Berkshire Hathaway Inc with a value of $2.72B, Energy Transfer LP with a value of $2.69B, and Berkshire Hathaway Inc Class B with a value of $2.2B.

Examining the 13F form we can see an increase of $76.7B in the current position value.

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 $76.7 Billion
Financial Services: $28.9 Billion
Energy: $8.42 Billion
Technology: $8.22 Billion
ETFs: $8.12 Billion
Real Estate: $3.63 Billion
Industrials: $3.56 Billion
Consumer Cyclical: $3.46 Billion
Consumer Defensive: $2.56 Billion
Other: $6.33 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.45B
$8.67 Billion 11.3% of portfolio
75,799
Q4 2024 New
$3.85B
$1.35 Billion 1.77% of portfolio
107,860
Q4 2024 New
$7.29B
$787 Million 1.03% of portfolio
18,495
Q4 2024 New
$6.79B
$668 Million 0.87% of portfolio
12,822
Q4 2024 New
$5.08B
$534 Million 0.7% of portfolio
49,350
Q4 2024 New
$2.34B
$514 Million 0.67% of portfolio
37,100
Q4 2024 New
$5.96B
$488 Million 0.64% of portfolio
21,425
Q4 2024 New
$3.75B
$480 Million 0.63% of portfolio
7,000
Q4 2024 New
$9.42B
$479 Million 0.62% of portfolio
2,740
Q4 2024 New
$3.08B
$408 Million 0.53% of portfolio
32,000
Q4 2024 New
$4.91B
$389 Million 0.51% of portfolio
200
Q4 2024 New
$5.55B
$360 Million 0.47% of portfolio
11,157
Q4 2024 New
$5.78B
$329 Million 0.43% of portfolio
4,667
Q4 2024 New
$5.09B
$272 Million 0.35% of portfolio
3,852
Q4 2024 New
$3.19B
$187 Million 0.24% of portfolio
10,000
Q4 2024 New
$5.27B
$186 Million 0.24% of portfolio
12,273
Q4 2024 New
$3.02B
$156 Million 0.2% of portfolio
11,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $76.7 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 120 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Sage Investment Counsel LLC Portfolio

Follow Sage Investment Counsel LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Investment Counsel LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email