Sage Investment Counsel LLC
RIA/Wealth
Sage Investment Counsel LLC is a RIA/Wealth based in Franklin, TN led by William Dirk Calvin, reporting $144.2M in AUM as of Q3 2025 with 34% Financial Services concentration.
CEOWilliam Dirk Calvin
- Portfolio Value
- $90.7M
- Positions
- 123
- Top Holding
- PNFP at 7.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sage Investment Counsel LLC's portfolio (32.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Banks - Regional Financial Services | $7.1M | 7.78% | +$281.4 Bought | 0.10% 75.3K shares | |
Consumer Electronics Technology | $5.0M | 5.48% | -$252.9K Sold | 0.00% 19.5K shares | |
Insurance - Diversified Financial Services | $3.0M | 3.32% | — | 0.00% 4.0 shares | |
Asset Management Financial Services | $2.5M | 2.72% | -$8.8K Sold | 0.00% 35.9K shares | |
Insurance - Diversified Financial Services | $2.4M | 2.70% | -$10.1K Sold | 0.00% 4.9K shares | |
Oil & Gas Midstream Energy | $2.3M | 2.55% | — | 0.00% 135.1K shares | |
Real Estate - Diversified Real Estate | $2.1M | 2.30% | -$112.5K Sold | — 25.4K shares | |
Software - Application Technology | $1.9M | 2.04% | +$6.2K Bought | 0.00% 18.9K shares | |
Financial - Credit Services Financial Services | $1.8M | 1.93% | — | 0.00% 5.1K shares | |
Banks - Diversified Financial Services | $1.7M | 1.89% | -$3.2K Sold | 0.00% 5.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sage Investment Counsel LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Sage Investment Counsel LLC
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