Sage Investment Counsel LLC
Sage Investment Counsel LLC reported 126 positions worth $99.9M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: PNFP (7.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PNFP | SH | $7.6M | 7.57% | 74,936 | — | — | |
| ▸ 2 | AAPL | SH | $5.5M | 5.55% | 19,142 | — | — | |
| ▸ 3 | BRK-A | SH | $3.0M | 3.00% | 4 | — | — | |
| ▸ 4 | V | SH | $2.8M | 2.76% | 8,028 | — | — | |
| ▸ 5 | ET | SH | $2.6M | 2.58% | 134,810 | — | — | |
| ▸ 6 | BN | SH | $2.4M | 2.37% | 55,478 | — | — | |
| ▸ 7 | BRK-B | SH | $2.1M | 2.15% | 4,290 | — | — | |
| ▸ 8 | CAT | SH | $2.1M | 2.13% | 2,001 | — | — | |
| ▸ 9 | TFSL | SH | $2.1M | 2.08% | 116,998 | — | — | |
| ▸ 10 | HHH | SH | $2.1M | 2.06% | 28,778 | — | — |
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Frequently Asked Questions
What stocks does Sage Investment Counsel LLC hold as of Q2 2026?
Sage Investment Counsel LLC reported 126 positions worth $99.9M in its Q2 2026 13F filing. Largest positions: PNFP (7.6%), AAPL (5.5%), BRK-A (3.0%), V (2.8%) and ET (2.6%).
What did Sage Investment Counsel LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sage Investment Counsel LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.