StockDriftsStockDriftsTop 50 Sage Investment Counsel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PNFP | PINNACLE FINL PARTNERS INC | 7.57% | 74.9K | $7.6M | +0.00%(+3) | $106.18(-0.74%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.55% | 19.1K | $5.5M | -0.44%(-85) | $231.93(+32.22%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3% | 4 | $3.0M | +0.00%(+0) | $686050.00(+14.53%) | 2026-06-30 | |
| V | VISA INC | 2.76% | 8.0K | $2.8M | +13.92%(+981) | $306.04(+18.10%) | 2026-06-30 | |
| ET | ENERGY TRANSFER L P | 2.58% | 134.8K | $2.6M | +0.00%(+1) | $17.82(+15.85%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 2.37% | 55.5K | $2.4M | +0.13%(+70) | $37.02(+21.41%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.15% | 4.3K | $2.1M | +0.00%(+0) | $457.22(+14.46%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.13% | 2.0K | $2.1M | -0.25%(-5) | $376.12(+127.53%) | 2026-06-30 | |
| TFSL | TFS FINL CORP | 2.08% | 117.0K | $2.1M | +0.07%(+77) | $12.70(+35.61%) | 2026-06-30 | |
| HHH | HOWARD HUGHES HOLDINGS INC | 2.06% | 28.8K | $2.1M | +5.95%(+1.61K) | $74.24(-10.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.65% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.11% |
Sage Investment Counsel LLC reports $99.86M in US-listed equity holdings across 126 positions in its most recent 13F filing. Its largest disclosed positions are PNFP (7.6%), AAPL (5.5%) and BRK.A (3.0%). The top 20 holdings account for 50.49% of reported assets. Its disclosed equity book has returned +11.65% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sage Investment Counsel LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055178). View Sage Investment Counsel LLC’s 13F filings on SEC