STERLING INVESTMENT MANAGEMENT, LLC

Est. AUM

$166.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD MORTGAGE-BACKED SECURITIES ETF	ETF	$15.4M	328670	9.25%	SOLE
2	SPDR GOLD SHARES	ETF	$14.2M	32944	8.50%	SOLE
3	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$12.4M	25880	7.44%	SOLE
4	S&P GLOBAL INC COM	Stock	$8.5M	20083	5.12%	SOLE
5	GE AEROSPACE COM NEW	Stock	$7.4M	26119	4.45%	SOLE
6	MOODYS CORP COM	Stock	$7.0M	16126	4.22%	SOLE
7	ALPHABET INC CAP STK CL C	Stock	$6.8M	23823	4.10%	SOLE
8	VISA INC COM CL A	Stock	$6.6M	21759	3.94%	SOLE
9	MICROSOFT CORP COM	Stock	$5.5M	14929	3.31%	SOLE
10	ALERIAN MLP ETF	ETF	$5.2M	97997	3.09%	SOLE
11	PEPSICO INC COM	Stock	$5.2M	33191	3.09%	SOLE
12	BERKSHIRE HATHAWAY INC DEL CL A	Stock	$5.0M	7	3.01%	SOLE
13	VANGUARD SHORT-TERM BOND ETF	ETF	$4.2M	53881	2.53%	SOLE
14	CANADIAN PACIFIC KANSAS CITY COM	Stock	$4.0M	50337	2.38%	SOLE
15	WALMART INC COM	Stock	$3.8M	30541	2.28%	SOLE
16	CAMECO CORP COM	Stock	$3.7M	34114	2.22%	SOLE
17	WASTE MGMT INC DEL COM	Stock	$3.4M	14764	2.03%	SOLE
18	VANGUARD 0-3 MONTH TREASURY BILL ETF	ETF	$2.9M	38428	1.74%	SOLE
19	VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$2.9M	37602	1.74%	SOLE
20	JOHNSON & JOHNSON COM	Stock	$2.7M	10969	1.61%	SOLE
21	APPLE INC COM	Stock	$2.4M	9353	1.42%	SOLE
22	VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$2.2M	45120	1.30%	SOLE
23	SCHWAB US AGGREGATE BOND ETF	ETF	$2.1M	91116	1.27%	SOLE
24	BOEING CO COM	Stock	$2.1M	10457	1.25%	SOLE
25	VANGUARD TOTAL STOCK MARKET ETF	ETF	$2.0M	6084	1.17%	SOLE
26	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$1.7M	32062	1.04%	SOLE
27	KIMBERLY-CLARK CORP COM	Stock	$1.7M	17114	0.99%	SOLE
28	RIO TINTO PLC SPONSORED ADR	ADR	$1.5M	15969	0.89%	SOLE
29	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$1.5M	23234	0.89%	SOLE
30	UBER TECHNOLOGIES INC COM	Stock	$1.5M	20176	0.87%	SOLE
31	ST JOE CO COM	Stock	$1.3M	20338	0.77%	SOLE
32	FERROVIAL SE ORD SHS	Stock	$1.3M	19210	0.75%	SOLE
33	CHEVRON CORPORATION COM	Stock	$1.2M	5724	0.71%	SOLE
34	SAP SE SPON ADR	ADR	$1.0M	6092	0.63%	SOLE
35	SCHWAB US DIVIDEND EQUITY ETF	ETF	$1.0M	33370	0.61%	SOLE
36	VERIZON COMMUNICATIONS INC COM	Stock	$996K	19834	0.60%	SOLE
37	PFIZER INC COM	Stock	$987K	35137	0.59%	SOLE
38	COCA-COLA FEMSA SAB DE CV SPONS ADS REP	ADR	$972K	9959	0.58%	SOLE
39	TRUIST FINL CORP COM	Stock	$905K	19693	0.54%	SOLE
40	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$844K	6348	0.51%	SOLE
41	ALTRIA GROUP INC COM	Stock	$842K	12766	0.50%	SOLE
42	PUBLIC STORAGE OPER CO COM	REIT	$804K	2967	0.48%	SOLE
43	AVALONBAY CMNTYS INC COM	REIT	$788K	4823	0.47%	SOLE
44	DANAHER CORP DEL COM	Stock	$770K	4063	0.46%	SOLE
45	VANGUARD LONG-TERM BOND ETF	ETF	$720K	10468	0.43%	SOLE
46	VICI PPTYS INC COM	REIT	$707K	25890	0.42%	SOLE
47	SCHWAB INTERNATIONAL EQUITY ETF	ETF	$651K	26297	0.39%	SOLE
48	JPMORGAN CHASE & CO COM	Stock	$647K	2198	0.39%	SOLE
49	ABBVIE INC COM	Stock	$552K	2540	0.33%	SOLE
50	GOLDMAN SACHS GROUP INC COM	Stock	$486K	574	0.29%	SOLE

1–50 of 65

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.