§ 13F · FUND PROFILE
STERLING INVESTMENT MANAGEMENT, LLC.
AUM · $182M (13F)Positions · 66Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$27M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 320K | $15M | 8.2% | −3% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 24K | $12M | 6.7% | −6% |
| 3 | GLD | SPDR GOLD SHARES | 32K | $12M | 6.5% | −2% |
| 4 | GE | GE AEROSPACE COM NEW | 27K | $10M | 5.6% | +4% |
| 5 | JAAA | JANUS HENDERSON AAA CLO ETF | 177K | $9M | 4.9% | NEW |
| 6 | SPGI | S&P GLOBAL INC COM | 20K | $8M | 4.4% | −2% |
| 7 | SH | PROSHARES SHORT S&P500 | 231K | $8M | 4.2% | NEW |
| 8 | MCO | MOODYS CORP COM | 16K | $7M | 3.9% | −2% |
| 9 | V | VISA INC COM CL A | 21K | $7M | 3.9% | −5% |
| 10 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 117K | $6M | 3.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STERLING SIGNAL
AC read
STERLING INVESTMENT MANAGEMENT, LLC is a Other fund managing $182 million in assets. The fund runs a portfolio of 66 positions.
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