Sterling Investment Management

Sterling Investment Management as of March 31, 2025

Portfolio Holdings for Sterling Investment Management

Sterling Investment Management holds 54 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 12.5 $18M 33k 532.58
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 7.5 $11M 229k 46.31
Spdr Gold Shares Etf (GLD) 7.3 $10M 36k 288.14
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 5.0 $7.0M 77k 91.73
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 4.0 $5.6M 7.00 798441.57
Canadian Natl Ry Stock (CNI) 3.5 $5.0M 51k 97.46
Vanguard Short-term Bond Etf Etf (BSV) 3.3 $4.6M 59k 78.28
Alphabet Inc Cap Stk Cl C Stock (GOOG) 3.0 $4.3M 27k 156.23
Canadian Pacific Kansas City Stock (CP) 2.9 $4.1M 59k 70.21
Nike Inc Cl B Stock (NKE) 2.9 $4.1M 64k 63.48
Visa Inc Com Cl A Stock (V) 2.7 $3.8M 11k 350.46
S&p Global Stock (SPGI) 2.6 $3.6M 7.1k 508.10
Microsoft Corp Stock (MSFT) 2.4 $3.4M 9.1k 375.39
Moodys Corp Stock (MCO) 2.4 $3.4M 7.2k 465.69
Occidental Pete Corp Stock (OXY) 2.2 $3.1M 63k 49.36
Vanguard Intermediate-term Bond Etf Etf (BIV) 2.2 $3.1M 40k 76.57
Abbvie Stock (ABBV) 2.1 $3.0M 14k 209.52
Apple Stock (AAPL) 2.0 $2.8M 13k 222.13
Walmart Stock (WMT) 1.9 $2.7M 31k 87.79
Ge Aerospace Stock (GE) 1.8 $2.5M 13k 200.15
Alerian Mlp Etf Etf (AMLP) 1.8 $2.5M 48k 51.94
Goldman Sachs Group Stock (GS) 1.6 $2.3M 4.2k 546.29
Thermo Fisher Scientific Stock (TMO) 1.6 $2.2M 4.4k 497.60
Unitedhealth Group Stock (UNH) 1.6 $2.2M 4.2k 523.75
Johnson & Johnson Stock (JNJ) 1.5 $2.2M 13k 165.84
Boeing Stock (BA) 1.3 $1.9M 11k 170.55
Cameco Corp Stock (CCJ) 1.3 $1.9M 45k 41.16
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.1 $1.6M 34k 45.26
Schwab Us Aggregate Bond Etf Etf (SCHZ) 1.1 $1.5M 66k 23.16
Waste Mgmt Inc Del Stock (WM) 1.1 $1.5M 6.4k 231.51
Republic Svcs Stock (RSG) 1.0 $1.5M 6.1k 242.16
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.0 $1.3M 26k 50.83
Avalonbay Cmntys Reit (AVB) 0.9 $1.3M 6.0k 214.62
Ishares Msci India Etf Etf (INDA) 0.9 $1.2M 24k 51.48
Wells Fargo Stock (WFC) 0.8 $1.1M 15k 71.79
Qualcomm Stock (QCOM) 0.7 $1.0M 6.8k 153.61
British Amern Tob Adr (BTI) 0.7 $1.0M 25k 41.37
St Joe Stock (JOE) 0.7 $998k 21k 46.95
Ferrovial Se Ord Stock (FER) 0.6 $886k 20k 44.92
Danaher Corporation Stock (DHR) 0.6 $833k 4.1k 205.00
Technology Select Sector Spdr Fund Etf (XLK) 0.6 $802k 3.9k 206.48
Schwab International Equity Etf Etf (SCHF) 0.4 $565k 29k 19.78
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $539k 2.0k 274.84
Financial Select Sector Spdr Fund Etf (XLF) 0.3 $385k 7.7k 49.81
Health Care Select Sector Spdr Fund Etf (XLV) 0.3 $359k 2.5k 146.01
Jpmorgan Chase & Co Stock (JPM) 0.2 $343k 1.4k 245.30
Procter And Gamble Stock (PG) 0.2 $329k 1.9k 170.42
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $323k 3.1k 104.57
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $264k 9.6k 27.57
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.2 $252k 5.8k 43.44
Communication Services Select Sector Spdr Fund Etf (XLC) 0.2 $251k 2.6k 96.45
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.2 $250k 1.3k 197.46
Industrial Select Sector Spdr Fund Etf (XLI) 0.2 $242k 1.8k 131.07
Nvidia Corporation Stock (NVDA) 0.2 $235k 2.2k 108.38