Jackson Calvin

Sage Investment Counsel Llc

Assets Managed

$99.856M

Holdings

126

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

10.78%(2Q avg: 4.98%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Investment Counsel Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Sage Investment Counsel Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 99.856M in assets, with a quarterly growth rate of 10.78% and a 2-quarter average growth rate of 4.98%. The portfolio is managed by Jackson Calvin, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
PNFP Pinnacle Financial Partners Recent Activity Increased 0.01%	7.58%	$7.56M 74,936 shares@ $100.88 avg price	Increased 0.01%
AAPL Apple Inc Recent Activity Decreased -0.44%	5.55%	$5.539M 19,142 shares@ $289.36 avg price	Decreased -0.44%
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	3%	$2.995M 4 shares@ $748850.0 avg price
V Visa Inc-class A Shares Recent Activity Increased 13.93%	2.76%	$2.754M 8,028 shares@ $343.11 avg price	Increased 13.93%
ET Energy Transfer Lp Recent Activity Increased 0.01%	2.59%	$2.578M 134,810 shares@ $19.13 avg price	Increased 0.01%
BN Brookfield Corp Recent Activity Increased 0.13%	2.37%	$2.363M 55,478 shares@ $42.59 avg price	Increased 0.13%
BRK.B Berkshire Hathaway Inc-cl B Recent Activity	2.15%	$2.147M 4,290 shares@ $500.39 avg price
CAT Caterpillar Inc Recent Activity Decreased -0.24%	2.14%	$2.131M 2,001 shares@ $1065.03 avg price	Decreased -0.24%
TFSL Tfs Financial Corp Recent Activity Increased 0.07%	2.08%	$2.073M 116,998 shares@ $17.73 avg price	Increased 0.07%
HHH Howard Hughes Holdings Inc Recent Activity Increased 5.95%	2.07%	$2.057M 28,778 shares@ $71.49 avg price	Increased 5.95%

1-10 of 126