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Home > Institutional Investor > Sage Investment Counsel Llc > Profile

Instuitional Investor - Sage Investment Counsel Llc

Fund Profile
Filing Period:
Fund Name: Sage Investment Counsel Llc
Portfolio Value $86,258,826
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pinnacle Financial Partners Inc
 PNFP 75,291 $8,312,913 9.64%
2.
Apple Inc.
 AAPL 20,536 $4,213,360 4.88%
3.
Berkshire Hathaway Inc
 BRK.A 4 $2,915,200 3.38%
4.
Energy Transfer Lp
 ET 135,075 $2,448,913 2.84%
5.
Berkshire Hathaway Inc
 BRK.A 4,890 $2,375,415 2.75%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)