Sterling Investment Management, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $135 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $10.6M, Berkshire Hathaway Inc with a value of $10.2M, Spdr Bloomberg 1 3 Month T Bil with a value of $10.1M, Spdr Gold Trust with a value of $7.9M, and Vanguard Bd Index Fd Inc Total with a value of $7.81M.

Examining the 13F form we can see an increase of $5.07M in the current position value, from $130M to 135M.

Below you can find more details about Sterling Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Million
ETFs: $44.5 Million
Financial Services: $30.4 Million
Healthcare: $17.2 Million
Energy: $13.5 Million
Technology: $9.37 Million
Industrials: $7.48 Million
Communication Services: $6.23 Million
Consumer Defensive: $3.5 Million
Other: $3.28 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $135 Million
  • Prior Value $130 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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