Sage Investment Counsel LLC
All 13F Filings
- Location
- Franklin, TN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 100,194
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 125 | 100,194 | 13F-HR | Sage Investment Counsel LLC |
| Q2 2026 | 7/22/2026 | 126 | 99,856 | 13F-HR | Sage Investment Counsel LLC |
| Q1 2026 | 4/24/2026 | 127 | 90,144 | 13F-HR | Sage Investment Counsel LLC |
| Q4 2025 | 1/23/2026 | 123 | 90,896 | 13F-HR | Sage Investment Counsel LLC |
| Q3 2025 | 10/21/2025 | 123 | 90,276 | 13F-HR | Sage Investment Counsel LLC |
| Q2 2025 | 7/22/2025 | 122 | 86,259 | 13F-HR | Sage Investment Counsel LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 86.17 K | 86.0% | 699 | 0 | 699 |
| ETFs | 14.03 K | 14.0% | 0 | 361 | -361 |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
100,194
Holdings
125
QoQ value change ($000)
338
(0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.