Sage Investment Counsel LLC
Position in APO — Apollo Global Management, Inc.
CIK 2055178
Franklin, TN
Position in APO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$353,746
+$20,601 QoQ
Shares Held
2,990
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#775
of 1,165 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sage Investment Counsel LLC holds $6,197,454 across 11 Asset Management names. APO ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
55,478 | $2,362,808 | |
| 2 | PS |
Pershing Square Inc.
|
37,770 | $1,241,122 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
18,804 | $445,842 | |
| 4 | TSLX |
Sixth Street Specialty Lending, Inc.
|
25,577 | $439,157 | |
| 5 | BUR |
Burford Capital Ltd
|
90,600 | $371,460 | |
| 6 | APO |
Apollo Global Management, Inc.
This page
|
2,990 | $353,746 | |
| 7 | FDUS |
FIDUS INVESTMENT Corp
|
14,070 | $268,314 | |
| 8 | BME |
BlackRock Health Sciences Trust
|
5,400 | $231,930 |
All Filings in APO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,746 | 2,990 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $333,145 | 2,990 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $432,832 | 2,990 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $392,346 | 2,944 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $367,443 | 2,590 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $354,674 | 2,590 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $510,344 | 3,090 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||