STERLING INVESTMENT MANAGEMENT, LLC: 13F holdings
CIK 15098732026Q2
| Positions | 66 |
|---|
| Reported value | $182.3m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 66 (+1 vs prior quarter) |
|---|
| Reported value | $182.3m (+9.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF | 319,916 | $15.0m | 8.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 24,309 | $12.2m | 6.7% |
| GLD SPDR GOLD SHARES | 32,128 | $11.8m | 6.5% |
| GE GE AEROSPACE COM NEW | 27,228 | $10.2m | 5.6% |
| JAAA JANUS HENDERSON AAA CLO ETF | 176,782 | $8.9m | 4.9% |
| SPGI S&P GLOBAL INC COM | 19,581 | $8.0m | 4.4% |
| SH PROSHARES SHORT S&P500 | 230,707 | $7.6m | 4.2% |
| MCO MOODYS CORP COM | 15,745 | $7.1m | 3.9% |
| V VISA INC COM CL A | 20,608 | $7.1m | 3.9% |
| XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF | 117,244 | $6.2m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1509873")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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