Sterling Investment Counsel, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $280 Million distributed in 213 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 $27.7M, Invesco Exchange Traded Fd Tr with a value of $22.7M, J P Morgan Exchange Traded Fd with a value of $20.9M, Capital Group Intl Focus Equit with a value of $16.3M, and Apple Inc. with a value of $16.3M.
Examining the 13F form we can see an increase of $26.4M in the current position value, from $254M to 280M.
Below you can find more details about Sterling Investment Counsel, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$280 Million
ETFs: $160 Million
Technology: $36.6 Million
Financial Services: $19.3 Million
Healthcare: $13 Million
Communication Services: $12.8 Million
Consumer Defensive: $11.8 Million
Consumer Cyclical: $11 Million
Industrials: $7.59 Million
Other: $7.55 Million
Stock Holdings Table Market Cap. of $200 Billions or more
