§ 13F · FUND PROFILE
STERLING INVESTMENT MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $151.0T (13F)Positions · 56Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$176.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 326K | $15.3T | 8.7% | NEW |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 30K | $15.0T | 8.5% | NEW |
| 3 | GLD | SPDR GOLD SHARES | 34K | $13.5T | 7.7% | NEW |
| 4 | GE | GE AEROSPACE COM NEW | 26K | $8.0T | 4.5% | NEW |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 24K | $7.5T | 4.3% | NEW |
| 6 | MSFT | MICROSOFT CORP COM | 14K | $7.0T | 4.0% | NEW |
| 7 | SPGI | S&P GLOBAL INC COM | 13K | $6.9T | 3.9% | NEW |
| 8 | V | VISA INC COM CL A | 18K | $6.3T | 3.5% | NEW |
| 9 | MCO | MOODYS CORP COM | 11K | $5.6T | 3.1% | NEW |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | 7 | $5.3T | 3.0% | 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 $151029.3 trillion in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed