Institutions / Sterling Investment Counsel, LLC
Sterling Investment Counsel, LLC
CIK 1925853 · Institution · as of Dec 31, 2025
Portfolio value
$349.01M
Positions
187
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 187 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $35.73M | 10.2% |
| Invesco Exch Traded Fd Tr II | $30.70M | 8.8% |
| J P Morgan Exchange Traded F | $27.82M | 8.0% |
| Capital Group Intl Focus Eqt | $21.19M | 6.1% |
| Apple Inc. | $17.51M | 5.0% |
| iShares Tr | $12.72M | 3.6% |
| Alphabet Inc. | $9.74M | 2.8% |
| iShares Tr | $8.24M | 2.4% |
| NVIDIA Corp | $8.03M | 2.3% |
| Microsoft Corp | $7.87M | 2.3% |
| iShares Tr | $7.86M | 2.3% |
| Amazon.com Inc | $6.87M | 2.0% |
| iShares Inc | $6.53M | 1.9% |
| Warren E. Buffett | $5.47M | 1.6% |
| JPMorgan Chase & Co | $4.72M | 1.4% |
| Meta Platforms Inc | $4.48M | 1.3% |
| Visa Inc | $4.12M | 1.2% |
| Walmart Inc. | $3.85M | 1.1% |
| SPDR S&P 500 ETF Tr | $2.79M | 0.8% |
| Coca Cola Co | $2.74M | 0.8% |
| iShares Tr | $2.55M | 0.7% |
| iShares Tr | $2.48M | 0.7% |
| Alphabet Inc. | $2.47M | 0.7% |
| ELI LILLY & Co | $2.44M | 0.7% |
| Cardinal Health Inc | $2.34M | 0.7% |
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.