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Sage Investment Counsel - Q1 2026 13F Filings

SA

Sage Investment Counsel LLC

CIK: 0002055178
Address: Tennessee Franklin 142 5Th Avenue North Suite A
$90.14 M
Portfolio Value
127
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/22/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. PNFP Pinnacle Financial Partners
+$6.45 M
2. V Visa
+$578,504.4
3. UBER Uber Technologies
+$459,560.74
4. WHR Whirlpool Corporation
+$397,767.67
5. SLM Slm Corporation
+$280,256.85
6. AGX Argan
+$219,404

Top Sells

Q1 2026
1. PNFP Pinnacle Financial Partners
−$7.18 M
2. JHG Janus Henderson Group PLC
−$795,105.73
3. RTX Rtx Corporation
−$433,021.87
4. DG Dollar General Corporation
−$267,845.36
5. SIRI Sirius Xm Holdings
−$222,780
6. STT State Street Corporation
−$219,317

Asset Allocation

Stocks/ETFs
-0.86%
$89.89 M 99.72%
Options
$0 0.00%
Debt
$0 0.00%
Other
+14.46%
$254,835 0.28%

Sector Allocation (Stocks)

Sage Investment Counsel Q1 2026 Filing Summary

Sage Investment Counsel LLC filed its 13F report for Q1 2026 on April 24, 2026. The portfolio totaled 90.14 M reflecting a -0.83% change from the prior quarter, spanning 127 assets. The top 10 holdings comprised 31.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Sage Investment Counsel’s Q1 2026 Filing

Sage Investment Counsel submitted their Form 13F-HR for the Q1 2026 period on 04/24/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Sage Investment Counsel reported a managed portfolio value of 90.14 M, consisting of 127 individual positions.

This page displays the raw filing documents. To see which stocks Sage Investment Counsel bought or sold during Q1 2026, please visit Sage Investment Counsel's Portfolio Analysis page.