§ 13F · FUND PROFILE
STERLING INVESTMENT MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $151M (13F)Positions · 56Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 329K | $15M | 9.3% | +1% |
| 2 | GLD | SPDR GOLD SHARES | 33K | $14M | 8.5% | −4% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 26K | $12M | 7.4% | −13% |
| 4 | SPGI | S&P GLOBAL INC COM | 20K | $9M | 5.1% | +52% |
| 5 | GE | GE AEROSPACE COM NEW | 26K | $7M | 4.4% | +1% |
| 6 | MCO | MOODYS CORP COM | 16K | $7M | 4.2% | +48% |
| 7 | GOOG | ALPHABET INC CAP STK CL C | 24K | $7M | 4.1% | −1% |
| 8 | V | VISA INC COM CL A | 22K | $7M | 3.9% | +22% |
| 9 | MSFT | MICROSOFT CORP COM | 15K | $6M | 3.3% | +3% |
| 10 | AMLP | ALERIAN MLP ETF | 98K | $5M | 3.1% | −3% |
§ 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 $151 million in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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