Sage Investment Counsel LLC
Top Portfolio Positions
105 positions ·
$72,519,507 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PNFP |
Pinnacle Financial Partners, Inc.
Financial Services
|
74,933 | $6,454,728 | 8.90% |
| AAPL |
Apple Inc.
Technology
|
19,227 | $4,879,620 | 6.73% |
| ET |
Energy Transfer LP
Energy
|
134,809 | $2,601,813 | 3.59% |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
55,408 | $2,242,361 | 3.09% |
| V |
Visa Inc.
Financial Services
|
7,047 | $2,129,885 | 2.94% |
| UBER |
Uber Technologies, Inc
Technology
|
25,341 | $1,822,778 | 2.51% |
| CB |
Chubb Ltd
Financial Services
|
5,358 | $1,746,332 | 2.41% |
| HHH |
Howard Hughes Holdings Inc.
Real Estate
|
27,163 | $1,718,331 | 2.37% |
| TFSL |
TFS Financial CORP
Financial Services
|
116,921 | $1,642,740 | 2.27% |
| BAC |
Bank Of America Corp /De/
Financial Services
|
32,282 | $1,573,747 | 2.17% |
Holdings in BME
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,954 | 5,400 | Shares | Sole | 2026-04-24 | |
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