Sterling Investment Counsel, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $291 Million distributed in 228 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $27.5M, J P Morgan Exchange Traded Fd with a value of $23.7M, Invesco Exchange Traded Fd Tr with a value of $22.9M, Capital Group Intl Focus Equit with a value of $15.8M, and Apple Inc. with a value of $15.1M.
Examining the 13F form we can see an increase of $139M in the current position value, from $151M to 291M.
Below you can find more details about Sterling Investment Counsel, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$291 Million
ETFs: $167 Million
Technology: $36.3 Million
Financial Services: $23.5 Million
Communication Services: $13.6 Million
Healthcare: $13.1 Million
Consumer Cyclical: $11.7 Million
Consumer Defensive: $10.7 Million
Industrials: $7.13 Million
Other: $7.57 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
