Sage Investment Counsel LLC
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$460.8M
Holdings
180
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Exited (was 317 shares)
11.5%
02
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
7.8%
03
$IJH
ISHARES TR
Held since at least Q1 2024
3.5%
04
$SCHE
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.3%
05
$VLU
SPDR SERIES TRUST
Held since at least Q1 2024
3.1%
06
$PTRB
PGIM ETF TR
Held since at least Q1 2024
3.0%
07
$BRTR
BLACKROCK ETF TRUST II
Held since at least Q1 2024
3.0%
08
$RLY
SSGA ACTIVE ETF TR
Held since at least Q1 2024
2.7%
09
$BINC
BLACKROCK ETF TRUST II
Held since at least Q1 2024
2.6%
10
$PSC
PRINCIPAL EXCHANGE TRADED FD
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:43 UTC.