Sterling Investment Counsel, LLC - Portfolio overview

Sterling Investment Counsel, LLC has 204 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 8.62%
2. JEPI - J P MORGAN EXCHANGE TRADED F, 8.12%
3. QQQM - INVESCO EXCH TRADED FD TR II, 7.73%

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.