Sage Investment Counsel LLC
Q2 2025 13F Holdings
- Locationfranklin, TN
- Num holdings
122
- Value ($000)
$86,259
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PFZ PINNACLE FINL PARTNERS INC | COM | 72346Q104 | $8.31M | 10 % | 75,291 | ||
AAPL APPLE INC | COM | 037833100 | $4.21M | 5 % | 20,536 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $2.92M | 3 % | 4 | ||
ET ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | $2.45M | 3 % | 135,075 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $2.38M | 3 % | 4,890 | ||
BN BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | $2.23M | 3 % | 36,078 | ||
V VISA INC | COM CL A | 92826C839 | $1.82M | 2 % | 5,133 | ||
HHH HOWARD HUGHES HOLDINGS INC | COM | 44267T102 | $1.81M | 2 % | 26,775 | ||
UBER UBER TECHNOLOGIES INC | COM | 90353T100 | $1.76M | 2 % | 18,864 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.64M | 2 % | 3,300 |
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