Sage Investment Counsel LLC - Portfolio overview

Sage Investment Counsel LLC has 137 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. PNFP - PINNACLE FINL PARTNERS INC, 6.98%
2. AAPL - APPLE INC, 5.28%
3. BRKA - BERKSHIRE HATHAWAY INC DEL, 3.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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