Live Markets
Tuesday, July 28, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002055178

Sage Investment Counsel LLC

Franklin, TN · File #028-24769

Latest AUM
$90.9M
Positions
123
Top-10 Concentration
42.4%
Filings
5

Sector Allocation

Technology
12.2%$11.1M
Financials
10.8%$9.8M
Real Estate
3.9%$3.6M
Industrials
3.5%$3.2M
Energy
2.0%$1.9M
Materials
0.9%$848,515
Healthcare
0.9%$785,708

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1PINNACLE FINL PARTNERS INC72346Q10475,296$7.2M10.23%
2APPLE INCAAPL19,324$5.3M7.48%
3BERKSHIRE HATHAWAY INC DELBRK-A4$3.0M4.30%
4BROOKFIELD CORP11271J10753,918$2.5M3.52%
5ENERGY TRANSFER L PET-PI134,809$2.2M3.17%
6BERKSHIRE HATHAWAY INC DELBRK-A4,370$2.2M3.13%
7HOWARD HUGHES HOLDINGS INCHHH25,706$2.1M2.92%
8DOLLAR GEN CORP NEW25667710513,641$1.8M2.58%
9VISA INCV5,133$1.8M2.56%
10JPMORGAN CHASE & CO.VYLD5,442$1.8M2.50%
11BANK AMERICA CORP06050510430,281$1.7M2.37%
12RYANAIR HOLDINGS PLCRYAOF23,034$1.7M2.37%
13CHUBB LIMITEDCB5,258$1.6M2.34%
14INVESCO EXCHANGE TRADED FD TIVZ21,203$1.6M2.27%
15TFS FINL CORP87240R107116,828$1.6M2.23%
16UBER TECHNOLOGIES INCUBER18,952$1.5M2.21%
17MICROSOFT CORPMSFT3,176$1.5M2.19%
18VANGUARD INTL EQUITY INDEX F92204274210,365$1.5M2.08%
19TD SYNNEX CORPORATIONSNX9,101$1.4M1.95%
20LENNAR CORPLEN-B13,029$1.3M1.91%