Sage Investment Counsel LLC
Q1 2025 13F Holdings
- Locationfranklin, TN
- Num holdings
119
- Value ($000)
$78,885
- Date Filed04/23/2025
- Form type13F-HR
- CIK0002055178
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PFZ PINNACLE FINL PARTNERS INC | COM | 72346Q104 | $8.04M | 10 % | 75,802 | ||
AAPL APPLE INC | COM | 037833100 | $4.46M | 6 % | 20,059 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $3.19M | 4 % | 4 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $2.58M | 3 % | 4,845 | ||
ET ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | $2.51M | 3 % | 135,075 | ||
V VISA INC | COM CL A | 92826C839 | $1.80M | 2 % | 5,133 | ||
BN BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | $1.71M | 2 % | 32,583 | ||
EPD ENTERPRISE PRODS PARTNERS L | COM | 293792107 | $1.53M | 2 % | 44,941 | ||
HHH HOWARD HUGHES HOLDINGS INC | COM | 44267T102 | $1.42M | 2 % | 19,205 | ||
TFS FINL CORP | COM | 87240R107 | $1.42M | 2 % | 114,554 |
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