STERLING INVESTMENT MANAGEMENT, LLC - Portfolio overview

STERLING INVESTMENT MANAGEMENT, LLC has 79 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. VMBS - VANGUARD MORTGAGE-BACKED SECURITIES ETF, 8.03%
2. GLD - SPDR GOLD SHARES, 7.38%
3. BRKB - BERKSHIRE HATHAWAY INC DEL CL B NEW, 6.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.