Sterling Investment Counsel, LLC Portfolio Holdings
Sterling Investment Counsel, LLC
- $291 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 228
- Current Value $291 Million
- Prior Value $151 Million
- Filing
- Period Q1 2025
- Filing Date April 21, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 49 stocks
- Additional Purchases 111 stocks
- Sold out of 0 stocks
- Reduced holdings in 8 stocks