CIK 2055178
Sage Investment Counsel LLC
Institutional 13F holdings & portfolio
Holdings
123
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–123 of 123
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BME | BLACKROCK HEALTH SCIENCES TR | 5K | $100K–$500K | SH |
| SCHY | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| STT | STATE STR CORP | 2K | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP | 392 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 1K | $100K–$500K | SH |
| ECL | ECOLAB INC | 780 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 5K | $100K–$500K | SH |
| WHR | WHIRLPOOL CORP | 3K | $100K–$500K | SH |
| NU | NU HLDGS LTD | 11K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 12K | $100K–$500K | SH |
| AVAL | GRUPO AVAL ACCIONES Y VALORE | 34K | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 25K | $100K–$500K | SH |
| F | FORD MTR CO | 10K | $100K–$500K | SH |
| SB | SAFE BULKERS INC | 25K | $100K–$500K | SH |
| AHH | ARMADA HOFFLER PPTYS INC | 18K | $100K–$500K | SH |
| EC | ECOPETROL S A | 12K | $100K–$500K | SH |
| RFI | COHEN & STEERS TOTAL RETURN | 10K | $100K–$500K | SH |
| CMBT | CMB.TECH NV | 10K | $50K–$100K | SH |
| AIV | APARTMENT INVT & MGMT CO | 15K | $50K–$100K | SH |
| AUNA | AUNA S A | 16K | $50K–$100K | SH |
| FIP | FTAI INFRASTRUCTURE INC | 15K | $50K–$100K | SH |
| LAC | LITHIUM AMERS CORP NEW | 10K | $15K–$50K | SH |
| SMRT | SMARTRENT INC | 15K | $15K–$50K | SH |