STERLING INVESTMENT MANAGEMENT, LLC
CIK: 0001509873SEC EDGAR →
Portfolio Value
$176.3B
Holdings
69
As of
Q4 2025
New Positions
69
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 325,874 | $15.3B | 8.70% |
| 2 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 29,912 | $15.0B | 8.53% |
| 3 | SPDR GOLD SHARES | 34,164 | $13.5B | 7.68% |
| 4 | GE AEROSPACE COM NEW | 25,928 | $8.0B | 4.53% |
| 5 | ALPHABET INC CAP STK CL C | 24,007 | $7.5B | 4.27% |
| 6 | MICROSOFT CORP COM | 14,497 | $7.0B | 3.98% |
| 7 | S&P GLOBAL INC COM | 13,171 | $6.9B | 3.90% |
| 8 | VISA INC COM CL A | 17,832 | $6.3B | 3.55% |
| 9 | MOODYS CORP COM | 10,869 | $5.6B | 3.15% |
| 10 | BERKSHIRE HATHAWAY INC DEL CL A | 7 | $5.3B | 3.00% |
Quarterly Changes
New Positions (69)
$15.3B · 326K shares
$15.0B · 30K shares
$13.5B · 34K shares
$8.0B · 26K shares
$7.5B · 24K shares
$7.0B · 14K shares
$6.9B · 13K shares
$6.3B · 18K shares
$5.6B · 11K shares
$5.3B · 7 shares
$4.8B · 34K shares
$4.7B · 101K shares
$4.4B · 56K shares
$3.8B · 51K shares
$3.5B · 31K shares
$3.2B · 35K shares
$3.1B · 32K shares
$3.0B · 39K shares
$2.9B · 38K shares
$2.7B · 3K shares
$2.6B · 9K shares
$2.3B · 11K shares
$2.3B · 11K shares
$2.2B · 10K shares
$2.2B · 45K shares
$2.0B · 86K shares
$2.0B · 3K shares
$1.8B · 33K shares
$1.8B · 17K shares
$1.5B · 6K shares
$1.5B · 24K shares
$1.4B · 6K shares
$1.4B · 15K shares
$1.3B · 6K shares
$1.3B · 16K shares
$1.3B · 20K shares
$1.3B · 23K shares
$1.2B · 21K shares
$1.1B · 7K shares
$988.0M · 20K shares
$961.0M · 10K shares
$928.0M · 4K shares
$921.0M · 34K shares
$919.0M · 6K shares
$889.0M · 6K shares
$882.0M · 35K shares
$874.0M · 5K shares
$823.0M · 20K shares
$784.0M · 3K shares
$784.0M · 14K shares
$742.0M · 26K shares
$725.0M · 10K shares
$662.0M · 2K shares
$625.0M · 26K shares
$603.0M · 2K shares
$462.0M · 9K shares
$450.0M · 1K shares
$383.0M · 3K shares
$371.0M · 7K shares
$290.0M · 9K shares
$287.0M · 2K shares
$279.0M · 1K shares
$277.0M · 2K shares
$263.0M · 2K shares
$257.0M · 6K shares
$227.0M · 344 shares
$215.0M · 2K shares
$213.0M · 1K shares
$209.0M · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $70.4B | 39.9% |
| Unknown | 3 | $33.9B | 19.2% |
| Industrials | 6 | $18.1B | 10.3% |
| Technology | 5 | $12.5B | 7.1% |
| Consumer Defensive | 6 | $12.1B | 6.9% |
| Communication Services | 3 | $10.9B | 6.2% |
| Healthcare | 7 | $9.5B | 5.4% |
| Energy | 2 | $4.0B | 2.3% |
| Real Estate | 4 | $3.6B | 2.1% |
| Basic Materials | 1 | $1.3B | 0.7% |