Sterling Investment Management, LLC Portfolio Holdings
Sterling Investment Management, LLC
- $122 Million
- Q4 2024
Sterling Investment Management, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $122 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 $15.6M, Spdr Gold Trust with a value of $8.86M, Spdr Bloomberg 1 3 Month T Bil with a value of $6.73M, Alphabet Inc. with a value of $4.88M, and Berkshire Hathaway Inc with a value of $4.77M.
Examining the 13F form we can see an decrease of $5.5M in the current position value, from $127M to 122M.
Below you can find more details about Sterling Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$122 Million
ETFs: $36.2 Million
Financial Services: $33 Million
Industrials: $11.4 Million
Healthcare: $10.1 Million
Technology: $9.47 Million
Energy: $7.29 Million
Communication Services: $6.45 Million
Consumer Defensive: $4.12 Million
Other: $3.85 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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