account_balance
Investment manager · 13F filer · SEC CIK 2055178
Sage Investment Counsel LLC
Reported value$100Mas of Sep 30, 2026
Positions125 12 new, 13 sold out
Top 10 weight33.2%PNFP alone is 7%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PNFPPinnacle Financial Partners, Inc.
7.0%
AAPLApple Inc.
6.3%
Berkshire Hathaway Inc
VVisa Inc.
2.9%
MSFTMicrosoft Corp
2.8%
ETEnergy Transfer LP
2.7%
UBERUber Technologies, Inc
2.1%Added +21%
HHHHoward Hughes Holdings Inc.
2.1%
SPHQInvesco Exchange Traded Fd T
2.1%Added +11%
PSPershing Square Inc.
2.1%
BNBrookfield Corp
2.0%
BRK-BBerkshire Hathaway Inc
2.0%Trimmed −8%
PNFPPinnacle Financial Partners, Inc.
7.0%
AAPLApple Inc.
6.3%
VVisa Inc.
2.9%
MSFTMicrosoft Corp
2.8%
ETEnergy Transfer LP
2.7%
UBERUber Technologies, Inc
2.1%
HHHHoward Hughes Holdings Inc.
2.1%
SPHQInvesco Exchange Traded Fd T
2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PNFP Pinnacle Financial Partners, Inc. 7.0% HeldAAPL Apple Inc. 6.3% Held
Berkshire Hathaway Inc 3.0% Held
V Visa Inc. 2.9% HeldMSFT Microsoft Corp 2.8% HeldET Energy Transfer LP 2.7% HeldUBER Uber Technologies, Inc 2.1% Added +21%HHH Howard Hughes Holdings Inc. 2.1% HeldSPHQ Invesco Exchange Traded Fd T 2.1% Added +11%
PS Pershing Square Inc. 2.1% HeldBN Brookfield Corp 2.0% HeldBRK-B Berkshire Hathaway Inc 2.0% Trimmed −8%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.