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Sage Investment Counsel LLC

Q2 2026 13F Holdings

  • Location
    franklin, TN
  • Num holdings

    126

  • Value ($000)

    $99,856

  • Date Filed
    07/22/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

PINNACLE FINL PARTNERS INC

COM
72348N109
$7.56M
8 %

74,936

A
AAPL

APPLE INC

COM
037833100
$5.54M
6 %

19,142

B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$3M
3 %

4

V
V

VISA INC

COM CL A
92826C839
$2.75M
3 %

8,028

E
ET

ENERGY TRANSFER L P

COM UT LTD PTN
29273V100
$2.58M
3 %

134,810

B
BN

BROOKFIELD CORP

CL A LTD VT SH
11271J107
$2.36M
2 %

55,478

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$2.15M
2 %

4,290

C
CAT

CATERPILLAR INC

COM
149123101
$2.13M
2 %

2,001

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TFS FINL CORP

COM
87240R107
$2.07M
2 %

116,998

H
HHH

HOWARD HUGHES HOLDINGS INC

COM
44267T102
$2.06M
2 %

28,778

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