Sage Investment Counsel LLC
Top Portfolio Positions
106 positions ·
$74,575,275 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PNFP |
Pinnacle Financial Partners, Inc.
Financial Services
|
74,933 | $6,454,728 | 8.66% | |
| AAPL |
Apple Inc.
Technology
|
19,227 | $4,879,620 | 6.54% | |
| ET |
Energy Transfer LP
Energy
|
134,809 | $2,601,813 | 3.49% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
55,408 | $2,242,361 | 3.01% | |
| V |
Visa Inc.
Financial Services
|
7,047 | $2,129,885 | 2.86% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,290 | $2,055,768 | 2.76% | |
| UBER |
Uber Technologies, Inc
Technology
|
25,341 | $1,822,778 | 2.44% | |
| CB |
Chubb Ltd
Financial Services
|
5,358 | $1,746,332 | 2.34% | |
| HHH |
Howard Hughes Holdings Inc.
Real Estate
|
27,163 | $1,718,331 | 2.30% | |
| TFSL |
TFS Financial CORP
Financial Services
|
116,921 | $1,642,740 | 2.20% |
Portfolio Trend
6 quarters · across all stocks
Holdings in AVAL
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $268,202 | 60,955 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $137,700 | 34,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $112,200 | 34,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $81,490 | 29,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $54,600 | 20,000 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $40,600 | 20,000 | Shares | Sole | 2025-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||