Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sage Investment Counsel LLC (CIK 2055178) reported $99.9M across 126 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PNFP ($7.6M, 7.57%), AAPL ($5.5M, 5.55%), BRK/A ($3.0M, 3.00%), V ($2.8M, 2.76%), ET ($2.6M, 2.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PNFP | PINNACLE FINL PARTNERS INC | $7.6M | 7.57% | 74,936 | Added |
| 2 | AAPL | APPLE INC | $5.5M | 5.55% | 19,142 | Trimmed |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.0M | 3.00% | 4 | Hold |
| 4 | V | VISA INC | $2.8M | 2.76% | 8,028 | Added |
| 5 | ET | ENERGY TRANSFER L P | $2.6M | 2.58% | 134,810 | Added |
| 6 | BN | BROOKFIELD CORP | $2.4M | 2.37% | 55,478 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.1M | 2.15% | 4,290 | Hold |
| 8 | CAT | CATERPILLAR INC | $2.1M | 2.13% | 2,001 | Trimmed |
| 9 | TFSL | TFS FINL CORP | $2.1M | 2.08% | 116,998 | Added |
| 10 | HHH | HOWARD HUGHES HOLDINGS INC | $2.1M | 2.06% | 28,778 | Added |
| 11 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.0M | 2.05% | 22,745 | Added |
| 12 | MSFT | MICROSOFT CORP | $2.0M | 2.03% | 5,423 | Added |
| 13 | SNX | TD SYNNEX CORPORATION | $1.9M | 1.91% | 7,123 | Trimmed |
| 14 | UBER | UBER TECHNOLOGIES INC | $1.9M | 1.89% | 26,086 | Added |
| 15 | BAC | BANK OF AMER CORP | $1.8M | 1.84% | 32,279 | Trimmed |
| 16 | CB | CHUBB LIMITED | $1.8M | 1.82% | 5,330 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $1.7M | 1.75% | 5,342 | Hold |
| 18 | SLM | SLM CORP | $1.8M | 1.75% | 67,512 | Added |
| 19 | VT | VANGUARD INTL EQUITY INDEX F | $1.6M | 1.61% | 10,260 | Added |
| 20 | AMZN | AMAZON COM INC | $1.6M | 1.59% | 6,682 | Added |
| 21 | DG | DOLLAR GEN CORP | $1.4M | 1.44% | 12,455 | Added |
| 22 | RYAAY | RYANAIR HOLDINGS PLC | $1.4M | 1.40% | 21,549 | Trimmed |
| 23 | BIP | BROOKFIELD INFRASTRUCTURE PA | $1.4M | 1.38% | 37,803 | Hold |
| 24 | LEN | LENNAR CORP | $1.4M | 1.38% | 15,208 | Added |
| 25 | VTI | VANGUARD INDEX FDS | $1.4M | 1.37% | 3,706 | Added |
Source: SEC Form 13F filings · as of 2026-06-30