StockDriftsStockDriftsTop 50 Sage Investment Counsel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.41% | 19.2K | $4.9M | -0.50%(-97) | $231.93(+28.86%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.19% | 4 | $2.9M | +0.00%(+0) | $686050.00(+6.04%) | 2026-03-31 | |
| ET | ENERGY TRANSFER L P | 2.89% | 134.8K | $2.6M | +0.00%(+0) | $17.82(+12.79%) | 2026-03-31 | |
| BN | BROOKFIELD CORP | 2.49% | 55.4K | $2.2M | +2.76%(+1.49K) | $37.01(+21.83%) | 2026-03-31 | |
| V | VISA INC | 2.36% | 7.0K | $2.1M | +37.29%(+1.91K) | $303.91(+5.40%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.28% | 4.3K | $2.1M | -1.83%(-80) | $457.22(+6.19%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 2.02% | 25.3K | $1.8M | +33.71%(+6.39K) | $71.90(+3.89%) | 2026-03-31 | |
| CB | CHUBB LTD SWITZ | 1.94% | 5.4K | $1.7M | +1.90%(+100) | $286.91(+10.14%) | 2026-03-31 | |
| HHH | HOWARD HUGHES HOLDINGS INC | 1.91% | 27.2K | $1.7M | +5.67%(+1.46K) | $74.68(-14.02%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 1.86% | 22.3K | $1.7M | +5.10%(+1.08K) | $68.86(+19.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.46% | -4.33% |
| Top 20 Holdings Unweighted | +4.30% | +13.48% |
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