SEC Form 13F

Sage Investment Counsel LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$99,856,452
Positions126

Largest disclosed positions

IssuerTickerClassReported valueReported amount
PINNACLE FINL PARTNERS INCPNFPCOM$7,559,53674,936
APPLE INCAAPLCOM$5,538,84419,142
BERKSHIRE HATHAWAY INC DELBRK.ACL A$2,995,4004
VISA INCVCOM CL A$2,754,4218,028
ENERGY TRANSFER L PETCOM UT LTD PTN$2,577,572134,810
BROOKFIELD CORPBNCL A LTD VT SH$2,362,80855,478
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$2,146,6734,290
CATERPILLAR INCCATCOM$2,131,1072,001
TFS FINL CORPTFSLCOM$2,073,208116,998
HOWARD HUGHES HOLDINGS INCHHHCOM$2,057,33928,778

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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