Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF$15.4M9.26%328,670Added
2GLDSPDR GOLD SHARES$14.2M8.50%32,944Trimmed
3BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$12.4M7.44%25,880Trimmed
4SPGIS&P GLOBAL INC COM$8.5M5.12%20,083Added
5GEGE AEROSPACE COM NEW$7.4M4.45%26,119Added
6MCOMOODYS CORP COM$7.0M4.22%16,126Added
7GOOGALPHABET INC CAP STK CL C$6.8M4.10%23,823Trimmed
8VVISA INC COM CL A$6.6M3.94%21,759Added
9MSFTMICROSOFT CORP COM$5.5M3.31%14,929Added
10PEPPEPSICO INC COM$5.2M3.09%33,191Trimmed
11AMLPALERIAN MLP ETF$5.2M3.09%97,997Trimmed
12BRK/ABERKSHIRE HATHAWAY INC DEL CL A$5.0M3.02%7Hold
13BSVVANGUARD SHORT-TERM BOND ETF$4.2M2.53%53,881Trimmed
14CPCANADIAN PACIFIC KANSAS CITY COM$4.0M2.37%50,337Trimmed
15WMTWALMART INC COM$3.8M2.28%30,541Trimmed
16CCJCAMECO CORP COM$3.7M2.22%34,114Trimmed
17WMWASTE MGMT INC DEL COM$3.4M2.03%14,764Added
18VBILVANGUARD 0-3 MONTH TREASURY BILL ETF$2.9M1.74%38,428Trimmed
19BIVVANGUARD INTERMEDIATE-TERM BOND ETF$2.9M1.74%37,602Trimmed
20JNJJOHNSON & JOHNSON COM$2.7M1.61%10,969Trimmed
21AAPLAPPLE INC COM$2.4M1.42%9,353Trimmed
22BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF$2.2M1.30%45,120Added
23SCHZSCHWAB US AGGREGATE BOND ETF$2.1M1.27%91,116Added
24BABOEING CO COM$2.1M1.25%10,457Trimmed
25VTIVANGUARD TOTAL STOCK MARKET ETF$2.0M1.17%6,084Added

Source: SEC Form 13F filings · as of 2026-03-31