Sterling Investment Counsel, LLC

CIK: 0001925853SEC EDGAR →

Portfolio Value

$349.0B

Holdings

187

As of

Q4 2025

New Positions

187

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

289,892$35.7B
10.24%
2

INVESCO EXCH TRADED FD TR II

121,400$30.7B
8.80%
3

J P MORGAN EXCHANGE TRADED F

486,101$27.8B
7.97%
4

CAPITAL GROUP INTL FOCUS EQT

717,100$21.2B
6.07%
5

APPLE INC

65,301$17.5B
5.02%
6

ISHARES TR

192,716$12.7B
3.64%
7

ALPHABET INC

33,642$9.7B
2.79%
8

ISHARES TR

12,032$8.2B
2.36%
9

NVIDIA CORPORATION

44,485$8.0B
2.30%
10

MICROSOFT CORP

16,881$7.9B
2.25%

Quarterly Changes

Top Buys

IVWNEW
$35.7B
QQQMNEW
$30.7B
JEPINEW
$27.8B
CGXUNEW
$21.2B
AAPLNEW
$17.5B

Top Sells

No sells this quarter

New Positions (187)

$35.7B · 290K shares
$30.7B · 121K shares
$27.8B · 486K shares
$21.2B · 717K shares
$17.5B · 65K shares
$12.7B · 193K shares
$9.7B · 34K shares
$8.2B · 12K shares
$8.0B · 44K shares
$7.9B · 17K shares
$7.9B · 65K shares
$6.9B · 30K shares
$6.5B · 90K shares
$5.5B · 11K shares
$4.7B · 15K shares
$4.5B · 7K shares
$4.1B · 12K shares
$3.9B · 35K shares
$2.8B · 4K shares
$2.7B · 40K shares
$2.5B · 15K shares
$2.5B · 5K shares
$2.5B · 9K shares
$2.4B · 2K shares
$2.3B · 11K shares
$2.3B · 27K shares
$2.2B · 32K shares
$2.2B · 10K shares
$2.1B · 6K shares
$2.1B · 11K shares
$1.9B · 3K shares
$1.9B · 9K shares
$1.8B · 5K shares
$1.8B · 16K shares
$1.8B · 2K shares
$1.7B · 32K shares
$1.7B · 37K shares
$1.6B · 5K shares
$1.6B · 10K shares
$1.6B · 5K shares
$1.5B · 19K shares
$1.5B · 3K shares
$1.5B · 42K shares
$1.5B · 11K shares
$1.5B · 6K shares
$1.5B · 10K shares
$1.4B · 13K shares
$1.4B · 13K shares
$1.4B · 5K shares
$1.4B · 5K shares
$1.3B · 13K shares
$1.3B · 2K shares
$1.3B · 16K shares
$1.2B · 1K shares
$1.1B · 20K shares
$1.1B · 21K shares
$1.1B · 2K shares
$1.1B · 2K shares
$1.1B · 24K shares
$1.0B · 8K shares
$999.0M · 2K shares
$979.0M · 11K shares
$956.0M · 10K shares
$858.0M · 426 shares
$849.0M · 4K shares
$848.0M · 4K shares
$844.0M · 2K shares
$809.0M · 7K shares
$804.0M · 8K shares
$763.0M · 31K shares
$761.0M · 2K shares
$755.0M · 11K shares
$754.0M · 1 shares
$751.0M · 3K shares
$744.0M · 2K shares
$725.0M · 17K shares
$691.0M · 23K shares
$690.0M · 4K shares
$683.0M · 2K shares
$673.0M · 6K shares
$672.0M · 9K shares
$644.0M · 1K shares
$640.0M · 4K shares
$631.0M · 1K shares
$625.0M · 12K shares
$609.0M · 809 shares
$604.0M · 4K shares
$571.0M · 746 shares
$568.0M · 4K shares
$564.0M · 642 shares
$546.0M · 4K shares
$534.0M · 10K shares
$511.0M · 10K shares
$494.0M · 7K shares
$481.0M · 2K shares
$476.0M · 9K shares
$475.0M · 2K shares
$475.0M · 21K shares
$475.0M · 979 shares
$472.0M · 5K shares
$464.0M · 2K shares
$462.0M · 2K shares
$460.0M · 1K shares
$446.0M · 11K shares
$443.0M · 404 shares
$435.0M · 2K shares
$432.0M · 8K shares
$425.0M · 743 shares
$424.0M · 2K shares
$420.0M · 8K shares
$417.0M · 5K shares
$413.0M · 3K shares
$413.0M · 3K shares
$409.0M · 3K shares
$407.0M · 4K shares
$401.0M · 8K shares
$397.0M · 4K shares
$381.0M · 4K shares
$379.0M · 2K shares
$379.0M · 958 shares
$369.0M · 3K shares
$366.0M · 4K shares
$366.0M · 4K shares
$362.0M · 48K shares
$359.0M · 1K shares
$357.0M · 10K shares
$353.0M · 6K shares
$352.0M · 4K shares
$348.0M · 942 shares
$348.0M · 2K shares
$338.0M · 2K shares
$336.0M · 979 shares
$331.0M · 3K shares
$329.0M · 4K shares
$326.0M · 735 shares
$324.0M · 4K shares
$324.0M · 1K shares
$323.0M · 2K shares
$320.0M · 2K shares
$318.0M · 680 shares
$318.0M · 5K shares
$317.0M · 3K shares
$312.0M · 2K shares
$312.0M · 2K shares
$310.0M · 8K shares
$294.0M · 1K shares
$283.0M · 1K shares
$281.0M · 3K shares
$270.0M · 6K shares
$268.0M · 632 shares
$262.0M · 6K shares
$262.0M · 2K shares
$252.0M · 11K shares
$247.0M · 738 shares
$243.0M · 948 shares
$242.0M · 3K shares
$239.0M · 759 shares
$238.0M · 4K shares
$237.0M · 4K shares
$237.0M · 2K shares
$236.0M · 2K shares
$235.0M · 4K shares
$234.0M · 4K shares
$233.0M · 1K shares
$230.0M · 2K shares
$229.0M · 804 shares
$228.0M · 487 shares
$227.0M · 790 shares
$225.0M · 105 shares
$223.0M · 5K shares
$222.0M · 6K shares
$220.0M · 1K shares
$220.0M · 644 shares
$215.0M · 929 shares
$214.0M · 3K shares
$213.0M · 7K shares
$212.0M · 2K shares
$212.0M · 3K shares
$211.0M · 10K shares
$211.0M · 3K shares
$209.0M · 3K shares
$205.0M · 21K shares
$200.0M · 1K shares
$157.0M · 28K shares
$138.0M · 14K shares
$123.0M · 28K shares
$6.0M · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services86$213.4B61.2%
Technology23$49.6B14.2%
Communication Services7$19.6B5.6%
Healthcare13$14.5B4.2%
Consumer Cyclical10$13.0B3.7%
Unknown9$12.5B3.6%
Consumer Defensive8$10.7B3.1%
Industrials11$6.3B1.8%
Utilities11$5.9B1.7%
Energy4$1.9B0.5%
Real Estate2$978.0M0.3%
Basic Materials3$548.0M0.2%