STERLING INVESTMENT MANAGEMENT, LLC

DOSSIER · 13F-HR · Q2 2026

STERLING INVESTMENT MANAGEMENT, LLC

$182M in tracked AUM across 66 positions as of Q2 2026.

SI

CIK 0001509873 · last filed Jun 30, 2026

Total AUM

$182M

as of Q2 2026

Holdings

66

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

STERLING INVESTMENT MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$15M320K8.2%02

BRK/B

BERKSHIRE HATHAWAY INC DEL CL B NEW

$12M24K6.7%03

GLD

SPDR GOLD SHARES

$12M32K6.5%04

GE

GE AEROSPACE COM NEW

$10M27K5.6%05

JAAA

JANUS HENDERSON AAA CLO ETF

$9M177K4.9%06

SPGI

S&P GLOBAL INC COM

$8M20K4.4%07

SH

PROSHARES SHORT S&P500

$8M231K4.2%08

MCO

MOODYS CORP COM

$7M16K3.9%09

V

VISA INC COM CL A

$7M21K3.9%10

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF