Long-term investor
Sage Investment Counsel LLC @sageinvestmentcounselllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055178).
Record
- Tracked since 2025-06-30 (450 days), 90 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +5.4% · 1 year n/a · all +2.2%
- Max drawdown n/a · win rate 68% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 72348N109 · 7.6% · long · since 2026-03-31
- AAPL · 5.5% · long · since 2025-06-30
- 084670108 · 3.0% · long · since 2025-06-30
- V · 2.8% · long · since 2025-06-30
- ET · 2.6% · long · since 2025-06-30
- 11271J107 · 2.4% · long · since 2025-06-30
- BRK-B · 2.1% · long · since 2025-06-30
- CAT · 2.1% · long · since 2025-06-30
- TFSL · 2.1% · long · since 2025-06-30
- 44267T102 · 2.1% · long · since 2025-06-30
- 46137V241 · 2.1% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30