Sterling Investment Counsel, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $170 Million distributed in 140 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 $19.3M, Invesco Exchange Traded Fd Tr with a value of $15.8M, J P Morgan Exchange Traded Fd with a value of $12.1M, Capital Group Intl Focus Equit with a value of $10.1M, and Apple Inc. with a value of $9.54M.
Examining the 13F form we can see an decrease of $121M in the current position value, from $291M to 170M.
Below you can find more details about Sterling Investment Counsel, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$170 Million
ETFs: $97.6 Million
Technology: $22.9 Million
Financial Services: $14.6 Million
Communication Services: $8.65 Million
Consumer Cyclical: $7.36 Million
Consumer Defensive: $4.84 Million
Industrials: $4.71 Million
Healthcare: $4.57 Million
Other: $4.53 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
