Institutions / Sterling Investment Management, LLC
Sterling Investment Management, LLC
CIK 1509873 · Institution · as of Dec 31, 2025
Portfolio value
$176.34M
Positions
69
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 69 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Mortgage-Backed Securities ETF | $15.34M | 8.7% |
| Warren E. Buffett | $15.04M | 8.5% |
| SPDR Gold Shares | $13.54M | 7.7% |
| General Electric Co | $7.99M | 4.5% |
| Alphabet Inc. | $7.53M | 4.3% |
| Microsoft Corp | $7.01M | 4.0% |
| S&P Global Inc. | $6.88M | 3.9% |
| Visa Inc | $6.25M | 3.5% |
| Moody's Corp | $5.55M | 3.1% |
| Berkshire Hathaway Inc Del Cl a | $5.28M | 3.0% |
| Pepsico Inc | $4.84M | 2.7% |
| Alerian Mlp ETF | $4.74M | 2.7% |
| Vanguard Short-Term Bond ETF | $4.40M | 2.5% |
| Canadian Pacific Kansas City Com | $3.76M | 2.1% |
| Walmart Inc. | $3.48M | 2.0% |
| Cameco Corp Com | $3.16M | 1.8% |
| Canadian Natl Ry Co Com | $3.13M | 1.8% |
| Vanguard 0-3 Month Treasury Bill ETF | $2.97M | 1.7% |
| Vanguard Intermediate-Term Bond ETF | $2.93M | 1.7% |
| The Goldman Sachs Group, Inc. | $2.67M | 1.5% |
| Apple Inc. | $2.58M | 1.5% |
| Johnson & Johnson | $2.35M | 1.3% |
| The Boeing Company | $2.33M | 1.3% |
| AbbVie Inc. | $2.25M | 1.3% |
| Vanguard Total International Bond ETF | $2.17M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.