SI
Sterling Investment Management, LLC 13F Filings & AI Analysis
Sterling Investment Management, LLCCIK: 0001509873
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$166.7M
Reporting period: 2026-03-31 · Number of holdings: 65
STERLING INVESTMENT MANAGEMENT, LLC disclosed 65 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $166.7M and a quarterly turnover rate of 21.4%.
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Personality snowflake
- Concentration
- 16.1
- Portfolio Stability
- 21.41
- Momentum/Contrarian
- 100
- Sector conviction
- 63.13
- Diversification
- 100
- Sizing Uniformity
- 87.19
Sterling Investment Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.040 — mathematically equivalent to about 25 equally-sized positions, well below its 65 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.28), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 59% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Recent moves
Trim CNI
-91.4% -$2.8M
Trim GS
-81.1% -$2.2M
Add WM
+128.1% $2.0M
Add SPGI
+52.5% $1.7M
Trim BRK-B
-13.5% -$2.6M
Add MCO
+48.4% $1.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 9.26% | +0.56% | +0.86% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 8.50% | +0.82% | -3.57% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.44% | -1.09% | -13.48% | |
| 4 | SPGI | S&p Global INC | Stock-Financials | 5.12% | +1.22% | +52.48% | |
| 5 | GE | General Electric | Stock-Industrials | 4.45% | -0.08% | +0.74% | |
| 6 | MCO | Moody's CORP | Stock-Financials | 4.22% | +1.07% | +48.37% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.10% | -0.17% | -0.77% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.94% | +0.39% | +22.02% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.31% | -0.67% | +2.98% | |
| 10 | AMLP | Alerian Mlp ETF | ETF-Other | 3.09% | +0.40% | -2.71% | |
| 11 | PEP | Pepsico INC | Stock-Consumer Staples | 3.09% | +0.35% | -1.52% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.02% | +0.02% | — | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.53% | +0.03% | -3.52% | |
| 14 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.37% | +0.24% | -1.33% | |
| 15 | WMT | Walmart INC | Stock-Consumer Staples | 2.28% | +0.31% | -2.13% | |
| 16 | CCJ | Cameco CORP | Stock-Energy | 2.22% | +0.43% | -1.27% | |
| 17 | WM | Waste Management INC | Stock-Industrials | 2.03% | +1.22% | +128.05% | |
| 18 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.74% | — | -2.55% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.74% | — | -0.04% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | +0.28% | -3.22% | |
| 21 | AAPL | Apple INC | Stock-Tech | 1.42% | -0.04% | -1.35% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.30% | — | +0.31% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.27% | +0.13% | +5.93% | |
| 24 | BA | Boeing Co/the | Stock-Industrials | 1.25% | -0.07% | -2.44% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.17% | +0.83% | +238.00% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.04% | — | -2.59% | |
| 27 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.99% | -0.01% | -1.78% | |
| 28 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.89% | +0.15% | -2.17% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.89% | — | -2.19% | |
| 30 | UBER | Uber Technologies INC | Stock-Industrials | 0.87% | +0.87% | NEW | |
| 31 | JOE | St Joe Co/the | Stock-Other | 0.77% | — | -2.31% | |
| 32 | ✓ | Ferrovial Se | Stock-Other | 0.75% | — | -2.58% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.71% | +0.21% | -1.87% | |
| 34 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.63% | -0.23% | -2.12% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | +0.09% | -0.62% | |
| 36 | VZ | Verizon Communications INC | Stock-Comm Services | 0.60% | +0.13% | -1.93% | |
| 37 | PFE | Pfizer INC | Stock-Healthcare | 0.59% | +0.09% | -0.83% | |
| 38 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 0.58% | — | -1.93% | |
| 39 | TFC | Truist Financial CORP | Stock-Financials | 0.54% | — | -1.92% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | — | -0.60% | |
| 41 | MO | Altria Group INC | Stock-Consumer Staples | 0.51% | — | -6.17% | |
| 42 | PSA | Public Storage | Stock-Real Estate | 0.48% | — | -1.85% | |
| 43 | AVB | Avalonbay Communities INC | Stock-Real Estate | 0.47% | — | — | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.46% | -0.07% | +0.17% | |
| 45 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.43% | — | +0.33% | |
| 46 | VICI | Vici Properties INC | Stock-Real Estate | 0.42% | — | -1.94% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.39% | — | +1.02% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.13% | +57.22% | |
| 49 | ABBV | Abbvie INC | Stock-Healthcare | 0.33% | -0.95% | -74.20% | |
| 50 | GS | Goldman Sachs Group INC | Stock-Financials | 0.29% | -1.22% | -81.11% |
1–50 of 65
Portfolio Performance
Performance for Q3 2026
0%
Performance Last 4 Quarters
+16.6%
Based on 77% of reported portfolio value with available pricing
- Stdev
- +8.4%
- Beta
- +0.49
- Alpha
- +3.7%
- Max Drawdown
- -5.7%
- Annualized Perf
- +13.1%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.82
- Stutzer
- +0.43
- Treynor
- +0.26
- Sterling
- +0.94
- Calmar
- +2.29
- Information Ratio
- -0.66
- Tracking Error
- +8.6%
- Stdev Down
- +4.5%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +22.1%
- Worst 12 Months
- +9.1%
- Efficiency Ratio
- +0.56
- Sharpe
- +1.51
- Stdev Sectors
- +10.5%
- Skewness
- -0.54
- Kurtosis
- +0.16
- Upside Potential
- +4.35
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 65 | $166.7M | 21 | |
| 2025-12-31 | 69 | $176.3M | 28 | |
| 2025-09-30 | 66 | $166.5M | 34 | |
| 2025-06-30 | 56 | $151.0M | 0 | |
| 2025-03-31 | 54 | $140.5M | 100 | |
| 2024-12-31 | 56 | $127.4M | 0 | |
| 2024-09-30 | 57 | $131.8M | 0 | |
| 2024-06-30 | 58 | $131.6M | 0 | |
| 2024-03-31 | 62 | $141.8M | 0 | |
| 2023-12-31 | 64 | $136.3M | 0 | |
| 2023-09-30 | 52 | $112.5M | 0 | |
| 2023-06-30 | 60 | $126.0M | 0 | |
| 2023-03-31 | 60 | $125.6M | 0 | |
| 2022-12-31 | 61 | $124.5M | 0 | |
| 2022-09-30 | 60 | $118.6M | 0 | |
| 2022-06-30 | 69 | $120.2M | 0 | |
| 2022-03-31 | 71 | $142.2M | 0 | |
| 2021-12-31 | 70 | $160.6M | 0 | |
| 2021-09-30 | 69 | $156.9M | 0 | |
| 2021-06-30 | 63 | $152.5M | 100 | |
| 2021-03-31 | 57 | $146.2M | 17 | |
| 2020-12-31 | 58 | $140.9M | 14 | |
| 2020-09-30 | 62 | $133.8M | 17 | |
| 2020-06-30 | 58 | $129.3M | 28 | |
| 2020-03-31 | 63 | $114.6M | 53 | |
| 2019-12-31 | 63 | $150.7M | 17 | |
| 2019-09-30 | 61 | $136.8M | 27 | |
| 2019-06-30 | 59 | $129.2M | 9 | |
| 2019-03-31 | 60 | $129.1M | 48 | |
| 2018-12-31 | 56 | $119.6M | 47 | |
| 2018-09-30 | 60 | $137.7M | 13 | |
| 2018-06-30 | 59 | $128.9M | 67 | |
| 2018-03-31 | 55 | $123.9M | 40 | |
| 2017-12-31 | 55 | $93.8M | 32 | |
| 2017-09-30 | 47 | $73.6M | 14 | |
| 2017-06-30 | 47 | $75.7M | 16 | |
| 2017-03-31 | 46 | $71.5M | 14 | |
| 2016-12-31 | 43 | $70.0M | 68 | |
| 2016-09-30 | 44 | $68.3M | 15 | |
| 2016-06-30 | 49 | $73.1M | 10 | |
| 2016-03-31 | 49 | $73.5M | 64 | |
| 2015-12-31 | 60 | $115.5M | 22 | |
| 2015-09-30 | 69 | $127.1M | 26 | |
| 2015-06-30 | 67 | $132.8M | 11 | |
| 2015-03-31 | 73 | $141.6M | 17 | |
| 2014-12-31 | 71 | $145.1M | 27 | |
| 2014-09-30 | 67 | $143.0M | 19 | |
| 2014-06-30 | 64 | $142.3M | 19 | |
| 2014-03-31 | 57 | $136.1M | 18 | |
| 2013-12-31 | 54 | $138.9M | 38 | |
| 2013-09-30 | 52 | $142.7M | 24 | |
| 2013-06-30 | 51 | $140.9M | — |
Holding changes this quarter
Sterling Investment Management, LLC's most significant position changes for 2026-03-31: Sold out: Thermo Fisher Scientific INC (TMO); New buy: Uber Technologies INC (UBER); Sold out: Wells Fargo & Co (WFC); Sold out: Republic Services INC (RSG); Sold out: Ishares Msci India ETF (INDA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WM | Waste Management INC | +1.2% | +128.05% | Add |
| 2 | SPGI | S&p Global INC | +1.2% | +52.48% | Add |
| 3 | MCO | Moody's CORP | +1.1% | +48.37% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +238.00% | Add |
| 5 | GLD | Spdr Gold Shares | +0.8% | -3.57% | Trim |
| 6 | VMBS | Vanguard Mortgage-backed Sec | +0.6% | +0.86% | Add |
| 7 | CCJ | Cameco CORP | +0.4% | -1.27% | Trim |
| 8 | AMLP | Alerian Mlp ETF | +0.4% | -2.71% | Trim |
| 9 | V | Visa Inc-class A Shares | +0.4% | +22.02% | Add |
| 10 | PEP | Pepsico INC | +0.4% | -1.52% | Trim |
| 11 | WMT | Walmart INC | +0.3% | -2.13% | Trim |
| 12 | JNJ | Johnson & Johnson | +0.3% | -3.22% | Trim |
| 13 | CP | Canadian Pacific Kansas City | +0.2% | -1.33% | Trim |
| 14 | CVX | Chevron CORP | +0.2% | -1.87% | Trim |
| 15 | RIO | Rio Tinto Plc-spon Adr | +0.2% | -2.17% | Trim |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +57.22% | Add |
| 17 | VZ | Verizon Communications INC | +0.1% | -1.93% | Trim |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +5.93% | Add |
| 19 | PFE | Pfizer INC | +0.1% | -0.83% | Trim |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -0.62% | Trim |
| 21 | BSV | Vanguard Short-term Bond ETF | 0% | -3.52% | Trim |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 23 | KMB | Kimberly-clark CORP | 0% | -1.78% | Trim |
| 24 | AAPL | Apple INC | 0% | -1.35% | Trim |
| 25 | BA | Boeing Co/the | -0.1% | -2.44% | Trim |
| 26 | DHR | Danaher CORP | -0.1% | +0.17% | Add |
| 27 | GE | General Electric | -0.1% | +0.74% | Add |
| 28 | GOOG | Alphabet Inc-cl C | -0.2% | -0.77% | Trim |
| 29 | SAP | Sap Se-sponsored Adr | -0.2% | -2.12% | Trim |
| 30 | MSFT | Microsoft CORP | -0.7% | +2.98% | Add |
| 31 | ABBV | Abbvie INC | -1% | -74.20% | Trim |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -1.1% | -13.48% | Trim |
| 33 | GS | Goldman Sachs Group INC | -1.2% | -81.11% | Trim |
| 34 | CNI | Canadian Natl Railway Co | -1.6% | -91.40% | Trim |
| 35 | TMO | Thermo Fisher Scientific INC | — | EXIT | Sold out |
| 36 | UBER | Uber Technologies INC | — | NEW | New buy |
| 37 | WFC | Wells Fargo & Co | — | EXIT | Sold out |
| 38 | RSG | Republic Services INC | — | EXIT | Sold out |
| 39 | INDA | Ishares Msci India ETF | — | EXIT | Sold out |
| 40 | QCOM | Qualcomm INC | — | EXIT | Sold out |
| 41 | UNH | Unitedhealth Group INC | — | EXIT | Sold out |
| 42 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 43 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 44 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 45 | HON | Honeywell International INC | — | NEW | New buy |
| 46 | VYM | Vanguard High Dvd Yield ETF | — | EXIT | Sold out |
| 47 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 48 | AMZN | Amazon.com INC | — | NEW | New buy |
| 49 | VLO | Valero Energy CORP | — | NEW | New buy |
| 50 | KO | Coca-cola Co/the | — | NEW | New buy |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-03 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-20 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-30 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-17 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-21 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-26 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-22 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-18 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-11 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-12 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-28 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-12 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-25 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-06 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-12 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-21 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-04 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-05 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-19 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-22 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-28 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-22 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-31 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-24 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-24 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-24 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-17 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-25 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-08 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-24 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-18 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-16 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-28 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-01 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-17 | Amendment | View on EDGAR |
| 2016-12-31 | 2017-01-23 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-25 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-08 | Amendment | View on EDGAR |
| 2016-06-30 | 2016-08-04 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-04 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-27 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-03 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-22 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-28 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-28 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-28 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-30 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-07 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-31 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-27 | Amendment | View on EDGAR |
| 2013-09-30 | 2013-11-01 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-18 | 13F-HR | View on EDGAR |
FAQ
What is Sterling Investment Management, LLC and what type of investor is it?
Sterling Investment Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $166.7M, spread across 65 disclosed positions.
What are Sterling Investment Management, LLC's largest equity positions?
Based on the latest 13F filing, Sterling Investment Management, LLC's top holdings by market value are:
1. Vanguard Mortgage-backed Sec (VMBS) — $15.4M (9.3%)
2. Spdr Gold Shares (GLD) — $14.2M (8.5%)
3. Berkshire Hathaway Inc-cl B (BRK-B) — $12.4M (7.4%)
4. S&p Global INC (SPGI) — $8.5M (5.1%)
5. General Electric (GE) — $7.4M (4.5%)
What changes did Sterling Investment Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Sterling Investment Management, LLC made 49 notable position adjustments: 6 new positions were initiated, 11 existing holdings were added to, 22 positions were partially reduced, and 10 were completely exited. The largest of these moves: Sold out: Thermo Fisher Scientific INC (TMO); New buy: Uber Technologies INC (UBER); Sold out: Wells Fargo & Co (WFC); Sold out: Republic Services INC (RSG); Sold out: Ishares Msci India ETF (INDA)
What sectors does Sterling Investment Management, LLC focus on?
Sterling Investment Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 37.2%
• Industrials: 19.1%
• Consumer Staples: 12.1%
• Information Technology: 9.4%
• Communication Services: 8.0%
• Energy: 5.2%
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