Sage Investment Counsel LLC

Q3 2025 13F Holdings

  • Location
    franklin, TN
  • Num holdings

    123

  • Value ($000)

    $90,276

  • Date Filed
    10/21/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PFZ
PFZ

PINNACLE FINL PARTNERS INC

COM
72346Q104
$7.06 M
8 %

75,294

AAPL
AAPL

APPLE INC

COM
037833100
$4.98 M
6 %

19,543

BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$3.02 M
3 %

4

BN
BN

BROOKFIELD CORP

CL A LTD VT SH
11271J107
$2.47 M
3 %

35,949

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$2.45 M
3 %

4,870

ET
ET

ENERGY TRANSFER L P

COM UT LTD PTN
29273V100
$2.32 M
3 %

135,075

HHH
HHH

HOWARD HUGHES HOLDINGS INC

COM
44267T102
$2.09 M
2 %

25,406

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$1.85 M
2 %

18,927

V
V

VISA INC

COM CL A
92826C839
$1.75 M
2 %

5,133

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$1.72 M
2 %

5,442

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