Sterling Investment Counsel, LLC Portfolio Holdings
Sterling Investment Counsel, LLC
- $170 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 140
- Current Value $170 Million
- Prior Value $291 Million
- Filing
- Period Q2 2025
- Filing Date July 21, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 8 stocks
- Additional Purchases 18 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks