Sage Investment Counsel LLC 13F 持仓 · 2026年Q2
Sage Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 126 只证券，申报市值合计 9,985.65 万美元。前几大持仓：PNFP（7.57%）、AAPL（5.55%）、BRK/A（3.00%）。本季前 25 大持仓中：增持 15 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PNFP | PINNACLE FINL PARTNERS INC | $7.6M | 7.57% | 74,936 | 增持 |
| 2 | AAPL | APPLE INC | $5.5M | 5.55% | 19,142 | 减持 |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.0M | 3.00% | 4 | 持平 |
| 4 | V | VISA INC | $2.8M | 2.76% | 8,028 | 增持 |
| 5 | ET | ENERGY TRANSFER L P | $2.6M | 2.58% | 134,810 | 增持 |
| 6 | BN | BROOKFIELD CORP | $2.4M | 2.37% | 55,478 | 增持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.1M | 2.15% | 4,290 | 持平 |
| 8 | CAT | CATERPILLAR INC | $2.1M | 2.13% | 2,001 | 减持 |
| 9 | TFSL | TFS FINL CORP | $2.1M | 2.08% | 116,998 | 增持 |
| 10 | HHH | HOWARD HUGHES HOLDINGS INC | $2.1M | 2.06% | 28,778 | 增持 |
| 11 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.0M | 2.05% | 22,745 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $2.0M | 2.03% | 5,423 | 增持 |
| 13 | SNX | TD SYNNEX CORPORATION | $1.9M | 1.91% | 7,123 | 减持 |
| 14 | UBER | UBER TECHNOLOGIES INC | $1.9M | 1.89% | 26,086 | 增持 |
| 15 | BAC | BANK OF AMER CORP | $1.8M | 1.84% | 32,279 | 减持 |
| 16 | CB | CHUBB LIMITED | $1.8M | 1.82% | 5,330 | 减持 |
| 17 | JPM | JPMORGAN CHASE & CO | $1.7M | 1.75% | 5,342 | 持平 |
| 18 | SLM | SLM CORP | $1.8M | 1.75% | 67,512 | 增持 |
| 19 | VT | VANGUARD INTL EQUITY INDEX F | $1.6M | 1.61% | 10,260 | 增持 |
| 20 | AMZN | AMAZON COM INC | $1.6M | 1.59% | 6,682 | 增持 |
| 21 | DG | DOLLAR GEN CORP | $1.4M | 1.44% | 12,455 | 增持 |
| 22 | RYAAY | RYANAIR HOLDINGS PLC | $1.4M | 1.40% | 21,549 | 减持 |
| 23 | BIP | BROOKFIELD INFRASTRUCTURE PA | $1.4M | 1.38% | 37,803 | 持平 |
| 24 | LEN | LENNAR CORP | $1.4M | 1.38% | 15,208 | 增持 |
| 25 | VTI | VANGUARD INDEX FDS | $1.4M | 1.37% | 3,706 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR