Sage Investment Counsel LLC

Est. AUM

$90.1M

13F long equity, this entity only

Positions

127

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PINNACLE FINL PARTNERS INC	COM	$6.5M	74933	7.16%	SOLE
2	APPLE INC	COM	$4.9M	19227	5.41%	SOLE
3	BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	4	3.19%	SOLE
4	ENERGY TRANSFER L P	COM UT LTD PTN	$2.6M	134809	2.89%	SOLE
5	BROOKFIELD CORP	CL A LTD VT SH	$2.2M	55408	2.49%	SOLE
6	VISA INC	COM CL A	$2.1M	7047	2.36%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	4290	2.28%	SOLE
8	UBER TECHNOLOGIES INC	COM	$1.8M	25341	2.02%	SOLE
9	CHUBB LTD SWITZ	COM	$1.7M	5358	1.94%	SOLE
10	HOWARD HUGHES HOLDINGS INC	COM	$1.7M	27163	1.91%	SOLE
11	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.7M	22285	1.86%	SOLE
12	TFS FINL CORP	COM	$1.6M	116921	1.82%	SOLE
13	BANK AMERICA CORP	COM	$1.6M	32282	1.75%	SOLE
14	JPMORGAN CHASE & CO	COM	$1.6M	5342	1.74%	SOLE
15	TD SYNNEX CORPORATION	COM	$1.5M	9044	1.69%	SOLE
16	ENBRIDGE INC	COM	$1.4M	26767	1.61%	SOLE
17	CATERPILLAR INC	COM	$1.4M	2006	1.58%	SOLE
18	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.4M	10257	1.57%	SOLE
19	AMAZON COM INC	COM	$1.4M	6678	1.54%	SOLE
20	BROOKFIELD INFRASTRUCTURE PA	LP INT UNIT	$1.4M	37803	1.51%	SOLE
21	DOLLAR GEN CORP	COM	$1.4M	11385	1.50%	SOLE
22	SLM CORP	COM	$1.3M	58542	1.39%	SOLE
23	LENNAR CORP	CL A	$1.3M	14413	1.39%	SOLE
24	EXXON MOBIL CORP	COM	$1.3M	7377	1.39%	SOLE
25	RYANAIR HOLDINGS PLC	SPONSORED ADR	$1.2M	21555	1.38%	SOLE
26	VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	3703	1.32%	SOLE
27	MICROSOFT CORP	COM	$1.2M	3176	1.30%	SOLE
28	ISHARES INC	MSCI EQUAL WEITE	$1.1M	10735	1.21%	SOLE
29	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.0M	1746	1.16%	SOLE
30	REALTY INCOME CORP	COM	$1.0M	16612	1.13%	SOLE
31	ENTERPRISE PRODS PARTNERS L	COM	$996K	26318	1.10%	SOLE
32	CONSTELLATION BRANDS INC	CL A	$916K	6106	1.02%	SOLE
33	GRUPO AEROPORTUARIO DEL CENT	SPON ADR	$803K	7000	0.89%	SOLE
34	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$758K	10145	0.84%	SOLE
35	BROOKFIELD RENEWABLE ENERGY	PARTNERSHIP UNIT	$716K	21925	0.79%	SOLE
36	VANGUARD INDEX FDS	SM CP VAL ETF	$702K	3234	0.78%	SOLE
37	AUTOZONE INC	COM	$692K	205	0.77%	SOLE
38	GRUPO AEROPORTUNARIO DEL PAC	SPON ADS B	$676K	2740	0.75%	SOLE
39	CANADIAN NAT RES LTD MED TER	COM	$672K	13800	0.75%	SOLE
40	ONEMAIN HLDGS INC	COM	$658K	12304	0.73%	SOLE
41	US BANCORP	COM NEW	$626K	12045	0.69%	SOLE
42	HOME DEPOT INC	COM	$605K	1839	0.67%	SOLE
43	VANGUARD INDEX FDS	REAL ESTATE ETF	$599K	6756	0.66%	SOLE
44	VANGUARD STAR FDS	VG TL INTL STK F	$577K	7483	0.64%	SOLE
45	SUNCOR ENERGY INC NEW	COM	$569K	8600	0.63%	SOLE
46	FEDEX CORP	COM	$552K	1550	0.61%	SOLE
47	WHIRLPOOL CORP	COM	$548K	10172	0.61%	SOLE
48	DAVITA INC	COM	$546K	3555	0.61%	SOLE
49	FLAGSTAR BANK NATIONAL ASSOC	COM NEW	$545K	41400	0.60%	SOLE
50	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$490K	5920	0.54%	SOLE

1–50 of 127

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.