STERLING INVESTMENT MANAGEMENT, LLC

DOSSIER · 13F-HR · Q3 2026

STERLING INVESTMENT MANAGEMENT, LLC

$184M in tracked AUM across 75 positions as of Q3 2026.

SI

CIK 0001509873 · last filed Sep 30, 2026

Total AUM

$184M

as of Q3 2026

Holdings

75

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

STERLING INVESTMENT MANAGEMENT, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$14M311K7.5%02

BRK/B

BERKSHIRE HATHAWAY INC DEL CL B NEW

$12M24K6.6%03

GLD

SPDR GOLD SHARES

$11M29K6.1%04

JAAA

JANUS HENDERSON AAA CLO ETF

$9M171K4.7%05

SH

PROSHARES SHORT S&P500

$9M266K4.7%06

GE

GE AEROSPACE COM NEW

$8M27K4.6%07

V

VISA INC COM CL A

$7M20K3.8%08

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF