Sage Investment Counsel LLC: 13F holdings
CIK 20551782026Q2
| Positions | 126 |
|---|---|
| Reported value | $99.9m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PNFP PINNACLE FINL PARTNERS INC | 74,936 | $7.6m | 7.6% |
| AAPL APPLE INC | 19,142 | $5.5m | 5.5% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 4 | $3.0m | 3.0% |
| V VISA INC | 8,028 | $2.8m | 2.8% |
| ET ENERGY TRANSFER L P | 134,810 | $2.6m | 2.6% |
| BN BROOKFIELD CORP | 55,478 | $2.4m | 2.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 4,290 | $2.1m | 2.1% |
| CAT CATERPILLAR INC | 2,001 | $2.1m | 2.1% |
| TFSL TFS FINL CORP | 116,998 | $2.1m | 2.1% |
| HHH HOWARD HUGHES HOLDINGS INC | 28,778 | $2.1m | 2.1% |
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.