Sterling Investment Management, LLC Portfolio Holdings

Sterling Investment Management, LLC

  • $139 Million
  • Q2 2025

Sterling Investment Management, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 Million distributed in 56 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 $16M, Spdr Gold Trust with a value of $10.8M, Vanguard Mortg Backed Sec ETF with a value of $10.7M, Spdr Bloomberg 1 3 Month T Bil with a value of $6.98M, and Canadian National Railway CO with a value of $5.29M.

Examining the 13F form we can see an increase of $3.56M in the current position value, from $135M to 139M.

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

Portfolio value $139 Million
ETFs: $49.4 Million
Financial Services: $39.2 Million
Industrials: $15 Million
Healthcare: $9.4 Million
Technology: $8.37 Million
Energy: $5.81 Million
Communication Services: $4.83 Million
Consumer Defensive: $4.49 Million
Other: $2.22 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $139 Million
  • Prior Value $135 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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