Sterling Investment Management, LLC
All holdings · as of Dec 31, 2025
| 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% |
| SCHWAB US AGGREGATE BOND ETF | $2.01M | 1.1% |
| THERMO FISHER SCIENTIFIC INC. | $1.96M | 1.1% |
| VANGUARD FTSE EMERGING MARKETS ETF | $1.77M | 1.0% |
| KIMBERLY CLARK CORP | $1.76M | 1.0% |
| SAP SE SPON ADR | $1.51M | 0.9% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $1.48M | 0.8% |
| WASTE MANAGEMENT INC | $1.42M | 0.8% |
| WELLS FARGO & COMPANY/MN | $1.40M | 0.8% |
| REPUBLIC SERVICES, INC. | $1.32M | 0.7% |
| RIO TINTO PLC SPONSORED ADR | $1.31M | 0.7% |
| FERROVIAL SE ORD SHS | $1.27M | 0.7% |
| iShares MSCI UAE ETF | $1.25M | 0.7% |
| ST JOE Co | $1.24M | 0.7% |
| QUALCOMM INC/DE | $1.15M | 0.7% |
| TRUIST FINANCIAL CORP | $988.0K | 0.6% |
| COCA COLA FEMSA SAB DE CVKOF | $961.8K | 0.5% |
| DANAHER CORP /DE | $928.5K | 0.5% |
| SCHWAB US DIVIDEND EQUITY ETF | $921.0K | 0.5% |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $919.4K | 0.5% |
| CHEVRON CORP | $889.0K | 0.5% |
| PFIZER INC | $882.2K | 0.5% |
| AVALONBAY COMMUNITIES INC | $874.5K | 0.5% |
| VERIZON COMMUNICATIONS INC | $823.7K | 0.5% |
| Public Storage | $784.5K | 0.4% |
| ALTRIA GROUP, INC. | $784.4K | 0.4% |