Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STERLING INVESTMENT MANAGEMENT, LLC (CIK 1509873) reported $166.7M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VMBS ($15.4M, 9.26%), GLD ($14.2M, 8.50%), BRK/B ($12.4M, 7.44%), SPGI ($8.5M, 5.12%), GE ($7.4M, 4.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $15.4M | 9.26% | 328,670 | Added |
| 2 | GLD | SPDR GOLD SHARES | $14.2M | 8.50% | 32,944 | Trimmed |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $12.4M | 7.44% | 25,880 | Trimmed |
| 4 | SPGI | S&P GLOBAL INC COM | $8.5M | 5.12% | 20,083 | Added |
| 5 | GE | GE AEROSPACE COM NEW | $7.4M | 4.45% | 26,119 | Added |
| 6 | MCO | MOODYS CORP COM | $7.0M | 4.22% | 16,126 | Added |
| 7 | GOOG | ALPHABET INC CAP STK CL C | $6.8M | 4.10% | 23,823 | Trimmed |
| 8 | V | VISA INC COM CL A | $6.6M | 3.94% | 21,759 | Added |
| 9 | MSFT | MICROSOFT CORP COM | $5.5M | 3.31% | 14,929 | Added |
| 10 | PEP | PEPSICO INC COM | $5.2M | 3.09% | 33,191 | Trimmed |
| 11 | AMLP | ALERIAN MLP ETF | $5.2M | 3.09% | 97,997 | Trimmed |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $5.0M | 3.02% | 7 | Hold |
| 13 | BSV | VANGUARD SHORT-TERM BOND ETF | $4.2M | 2.53% | 53,881 | Trimmed |
| 14 | CP | CANADIAN PACIFIC KANSAS CITY COM | $4.0M | 2.37% | 50,337 | Trimmed |
| 15 | WMT | WALMART INC COM | $3.8M | 2.28% | 30,541 | Trimmed |
| 16 | CCJ | CAMECO CORP COM | $3.7M | 2.22% | 34,114 | Trimmed |
| 17 | WM | WASTE MGMT INC DEL COM | $3.4M | 2.03% | 14,764 | Added |
| 18 | VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $2.9M | 1.74% | 38,428 | Trimmed |
| 19 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $2.9M | 1.74% | 37,602 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON COM | $2.7M | 1.61% | 10,969 | Trimmed |
| 21 | AAPL | APPLE INC COM | $2.4M | 1.42% | 9,353 | Trimmed |
| 22 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $2.2M | 1.30% | 45,120 | Added |
| 23 | SCHZ | SCHWAB US AGGREGATE BOND ETF | $2.1M | 1.27% | 91,116 | Added |
| 24 | BA | BOEING CO COM | $2.1M | 1.25% | 10,457 | Trimmed |
| 25 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $2.0M | 1.17% | 6,084 | Added |
Source: SEC Form 13F filings · as of 2026-03-31