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Filers›Holding Co.›Sterling Investment Counsel, LLC
DOSSIER · 13F-HR · Q1 2026

Sterling Investment Counsel, LLC

Sterling Investment Counsel's holding co. based in New York, NY — $357M in tracked AUM across 196 positions as of Q1 2026.

SI
Sterling Investment Counsel·New York, NY·Holding Co.
CIK 0001925853 · last filed Mar 31, 2026
Total AUM
$357M
▲ 10.4%
vs prior
Holdings
196
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Sterling Investment Counsel, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$32M283K9.0%
02
JEPI
J P MORGAN EXCHANGE TRADED F
$30M532K8.5%
03
QQQM
INVESCO EXCH TRADED FD TR II
$29M121K8.1%
04
CGXU
CAPITAL GROUP INTL FOCUS EQT
$25M854K7.1%
05
AAPL
APPLE INC
$15M61K4.3%
06
IJH
ISHARES TR
$13M199K3.8%
07
GOOGL
ALPHABET INC
$9M32K2.6%
08
IJR
ISHARES TR
$8M68K2.4%
09
NVDA
NVIDIA CORPORATION
$8M46K2.3%
10
IVV
ISHARES TR
$8M12K2.1%

Filing history

Filing history loading…
AI Agent · grounded in Sterling
haiku-4-5 · 196 positions indexed
Sector mix
  • Tech25%
  • Financials6%
  • Health Care45%
  • Cons. Disc.5%
  • Communications8%
  • Industrials14%
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