Sage Investment Counsel LLC
All 13F Filings
- Location
- Franklin, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 99,856
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.47 K | 85.6% | 7.343 K | 0 | 7.343 K |
| ETFs | 14.39 K | 14.4% | 2.369 K | 0 | 2.369 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
99,856
Holdings
126
QoQ value change ($000)
9,712
(10.8%)
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.