Sage Investment Counsel LLC: 13F holdings

CIK 20551782026Q2

Positions126
Reported value$99.9m
Filed2026-07-22

Change since last quarter

Positions126 (-1 vs prior quarter)
Reported value$99.9m (+10.8%)

Top 10 holdings

SecuritySharesValueWeight
PNFP PINNACLE FINL PARTNERS INC74,936$7.6m7.6%
AAPL APPLE INC19,142$5.5m5.5%
BRK.A BERKSHIRE HATHAWAY INC DEL4$3.0m3.0%
V VISA INC8,028$2.8m2.8%
ET ENERGY TRANSFER L P134,810$2.6m2.6%
BN BROOKFIELD CORP55,478$2.4m2.4%
BRK-B BERKSHIRE HATHAWAY INC DEL4,290$2.1m2.1%
CAT CATERPILLAR INC2,001$2.1m2.1%
TFSL TFS FINL CORP116,998$2.1m2.1%
HHH HOWARD HUGHES HOLDINGS INC28,778$2.1m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2055178")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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