Sage Investment Counsel LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 142 separate positions held by the firm.
The portfolio includes a mix of large-cap technology companies, financial institutions, and energy firms. Major holdings include Apple Inc., with 18,922 shares; Microsoft Corporation, holding 5,528 shares; and Berkshire Hathaway Inc., with 4 shares of Class A and 3,960 shares of Class B.
Other notable positions include NVIDIA Corporation (1,836 shares), Amazon.com Inc. (7,251 shares), and Alphabet Inc. Class A and Class C shares (1,174 and 832 shares, respectively). The filing also lists significant positions in Visa Inc. (8,153 shares) and JPMorgan Chase & Co. (5,242 shares).
Outside of the technology sector, the portfolio includes substantial stakes in energy companies such as Enterprise Products Partners L.P. (26,404 shares) and Suncor Energy Inc. (8,400 shares). Financial exposure is represented by companies like Regions Financial Corp. (12,501 shares) and Truist Financial Corp. (6,609 shares).
The filing indicates that all positions are held in a sole capacity.
