Sage Investment Counsel LLC

Q4 2024 13F Holdings

  • Location
    franklin, TN
  • Num holdings

    120

  • Value ($000)

    $76,740

  • Date Filed
    02/05/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PFZ
PFZ

PINNACLE FINL PARTNERS INC

COM
72346Q104
$8.67 M
11 %

75,799

AAPL
AAPL

APPLE INC

COM
037833100
$5.08 M
7 %

20,304

BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$2.72 M
4 %

4

ET
ET

ENERGY TRANSFER L P

COM UT LTD PTN
29273V100
$2.69 M
4 %

137,075

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$2.20 M
3 %

4,855

BAC
BAC

BANK AMERICA CORP

COM
060505104
$1.87 M
2 %

42,505

V
V

VISA INC

COM CL A
92826C839
$1.62 M
2 %

5,133

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$1.41 M
2 %

3,349

EPD
EPD

ENTERPRISE PRODS PARTNERS L

COM
293792107
$1.41 M
2 %

44,884

---

TFS FINL CORP

COM
87240R107
$1.35 M
2 %

107,860

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