SEC Form 13F

Sage Investment Counsel LLC 13F Holdings

Inspect Sage Investment Counsel LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-23T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-23
Reported value
$99,856,452
Positions
126

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Step 1 of 3

Disclosed positions

Sage Investment Counsel LLC: source evidence dated 2026-07-23T03:59:59.999Z.

Issuer
PINNACLE FINL PARTNERS INC
Ticker
PNFP
Class
COM
Reported value
$7,559,536
Reported amount
74,936
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002055178-26-000003
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Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions

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PINNACLE FINL PARTNERS INCPNFPCOM$7,559,53674,936SHNone
APPLE INCAAPLCOM$5,538,84419,142SHNone
BERKSHIRE HATHAWAY INC DELBRK.ACL A$2,995,4004SHNone
VISA INCVCOM CL A$2,754,4218,028SHNone
ENERGY TRANSFER L PETCOM UT LTD PTN$2,577,572134,810SHNone
BROOKFIELD CORPBNCL A LTD VT SH$2,362,80855,478SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$2,146,6734,290SHNone
CATERPILLAR INCCATCOM$2,131,1072,001SHNone
TFS FINL CORPTFSLCOM$2,073,208116,998SHNone
HOWARD HUGHES HOLDINGS INCHHHCOM$2,057,33928,778SHNone
INVESCO EXCHANGE TRADED FD TSPHQS&P500 QUALITY$2,049,34222,745SHNone
MICROSOFT CORPMSFTCOM$2,022,7805,423SHNone
TD SYNNEX CORPORATIONSNXCOM$1,904,2637,123SHNone
UBER TECHNOLOGIES INCUBERCOM$1,882,36626,086SHNone
BANK OF AMER CORPBACCOM$1,839,24432,279SHNone
CHUBB LIMITEDCBCOM$1,816,0435,330SHNone
SLM CORPSLMCOM$1,751,26167,512SHNone
JPMORGAN CHASE & COJPMCOM$1,748,5975,342SHNone
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$1,610,27310,260SHNone
AMAZON COM INCAMZNCOM$1,592,5886,682SHNone
DOLLAR GEN CORPDGCOM$1,433,66012,455SHNone
RYANAIR HOLDINGS PLCRYAAYSPONSORED ADR$1,395,29821,549SHNone
BROOKFIELD INFRASTRUCTURE PAUnresolvedLP INT UNIT$1,379,43137,803SHNone
LENNAR CORPLENCL A$1,376,17215,208SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$1,371,2663,706SHNone
PERSHING SQUARE INCPSCOMMON STOCK$1,241,12237,770SHNone
ISHARES INCEUSAMSCI EQUAL WEITE$1,234,57910,812SHNone
ENBRIDGE INCENBCOM$1,234,19922,767SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$1,203,2211,752SHNone
META PLATFORMS INCMETACL A$1,084,2161,925SHNone
REALTY INCOME CORPOCOM$1,030,15216,626SHNone
EXXON MOBIL CORPXOMCOM$1,008,6067,377SHNone
ENTERPRISE PRODS PARTNERS LEPDCOM$969,43126,372SHNone
VANGUARD SCOTTSDALE FDSVCLTLG-TERM COR BD$804,42310,690SHNone
VANGUARD INDEX FDSVBRSM CP VAL ETF$800,2743,293SHNone
GRUPO AEROPORTUARIO DEL CENTOMABSPON ADR$791,6307,000SHNone
DAVITA INCDVACOM$790,9163,555SHNone
BROOKFIELD RENEWABLE ENERGYBEPPARTNERSHIP UNIT$761,45521,925SHNone
ONEMAIN HLDGS INCOMFCOM$750,17512,304SHNone
US BANCORPUSBCOM NEW$728,12812,055SHNone
GRUPO AEROPORTUNARIO DEL PACPACSPON ADS B$693,6582,740SHNone
VANGUARD INDEX FDSVNQREAL ESTATE ETF$648,2706,723SHNone
VANGUARD STAR FDSVXUSVG TL INTL STK F$646,8307,566SHNone
HOME DEPOT INCHDCOM$638,7321,811SHNone
FLAGSTAR BANK NATIONAL ASSOCFLGCOM NEW$618,51641,400SHNone
AUTOZONE INCAZOCOM$604,033189SHNone
CISCO SYS INCCSCOCOM$600,3845,111SHNone
CANADIAN NAT RES LTD MED TERCNQCOM$545,10013,800SHNone
FREEPORT MCMORAN INCFCXCL B$521,9878,300SHNone
AMBEV SAABEVSPONSORED ADR$519,670165,500SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 3 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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