Sterling Investment Management, LLC Portfolio Holdings

Sterling Investment Management, LLC

  • $135 Million
  • Q1 2025

Sterling Investment Management, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Million distributed in 54 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 $17.3M, Vanguard Mortg Backed Sec ETF with a value of $10.6M, Spdr Gold Trust with a value of $10.3M, Spdr Bloomberg 1 3 Month T Bil with a value of $7.04M, and Berkshire Hathaway Inc with a value of $5.59M.

Examining the 13F form we can see an increase of $13.3M in the current position value, from $122M 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: $47.9 Million
Financial Services: $37.4 Million
Industrials: $12.3 Million
Healthcare: $10.4 Million
Technology: $7.52 Million
Energy: $4.96 Million
Communication Services: $4.27 Million
Consumer Defensive: $4.07 Million
Other: $6.33 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $135 Million
  • Prior Value $122 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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