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 $90.1M across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($6.5M, 7.16%), AAPL ($4.9M, 5.41%), BRK/A ($2.9M, 3.19%), ET ($2.6M, 2.89%), BN ($2.2M, 2.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PINNACLE FINL PARTNERS INC | $6.5M | 7.16% | 74,933 | New | |
| 2 | AAPL | APPLE INC | $4.9M | 5.41% | 19,227 | Trimmed |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.9M | 3.19% | 4 | Hold |
| 4 | ET | ENERGY TRANSFER L P | $2.6M | 2.89% | 134,809 | Hold |
| 5 | BN | BROOKFIELD CORP | $2.2M | 2.49% | 55,408 | Added |
| 6 | V | VISA INC | $2.1M | 2.36% | 7,047 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.1M | 2.28% | 4,290 | Trimmed |
| 8 | UBER | UBER TECHNOLOGIES INC | $1.8M | 2.02% | 25,341 | Added |
| 9 | CB | CHUBB LTD SWITZ | $1.7M | 1.94% | 5,358 | Added |
| 10 | HHH | HOWARD HUGHES HOLDINGS INC | $1.7M | 1.91% | 27,163 | Added |
| 11 | SPHQ | INVESCO EXCHANGE TRADED FD T | $1.7M | 1.86% | 22,285 | Added |
| 12 | TFSL | TFS FINL CORP | $1.6M | 1.82% | 116,921 | Added |
| 13 | BAC | BANK AMERICA CORP | $1.6M | 1.75% | 32,282 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $1.6M | 1.74% | 5,342 | Trimmed |
| 15 | SNX | TD SYNNEX CORPORATION | $1.5M | 1.69% | 9,044 | Trimmed |
| 16 | ENB | ENBRIDGE INC | $1.4M | 1.61% | 26,767 | Hold |
| 17 | CAT | CATERPILLAR INC | $1.4M | 1.58% | 2,006 | Trimmed |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | $1.4M | 1.57% | 10,257 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $1.4M | 1.54% | 6,678 | Added |
| 20 | BIP | BROOKFIELD INFRASTRUCTURE PA | $1.4M | 1.51% | 37,803 | Hold |
| 21 | DG | DOLLAR GEN CORP | $1.4M | 1.50% | 11,385 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $1.3M | 1.39% | 7,377 | Trimmed |
| 23 | SLM | SLM CORP | $1.3M | 1.39% | 58,542 | Added |
| 24 | LEN | LENNAR CORP | $1.3M | 1.39% | 14,413 | Added |
| 25 | RYAAY | RYANAIR HOLDINGS PLC | $1.2M | 1.38% | 21,555 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31