—

Sage Investment Counsel LLC

Q1 2026 13F Holdings

  • Location
    franklin, TN
  • Num holdings

    127

  • Value ($000)

    $90,144

  • Date Filed
    04/24/2026
  • Form type
    13F-HR
  • CIK
    0002055178
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

PINNACLE FINL PARTNERS INC

COM
72348N109
$6.45M
7 %

74,933

A
AAPL

APPLE INC

COM
037833100
$4.88M
5 %

19,227

B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$2.87M
3 %

4

E
ET

ENERGY TRANSFER L P

COM UT LTD PTN
29273V100
$2.6M
3 %

134,809

B
BN

BROOKFIELD CORP

CL A LTD VT SH
11271J107
$2.24M
3 %

55,408

V
V

VISA INC

COM CL A
92826C839
$2.13M
2 %

7,047

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$2.06M
2 %

4,290

U
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$1.82M
2 %

25,341

C
CB

CHUBB LTD SWITZ

COM
H1467J104
$1.75M
2 %

5,358

H
HHH

HOWARD HUGHES HOLDINGS INC

COM
44267T102
$1.72M
2 %

27,163

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 127