Sterling Financial Planning, Inc.
Sterling Financial Planning, Inc. reported 123 holdings worth US$368M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Sterling Financial Planning, Inc. reported 123 holdings worth US$368M as of Jun 30, 2026. Largest: Apple Inc, Johnson & Johnson and Exxon Mobil Corporation. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 123
- Value as reported
- US$368M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 16,124 | US$4.67M | 1.3% |
| Johnson & Johnson | 9,653 | US$2.45M | 0.67% |
| Exxon Mobil Corporation | 11,444 | US$1.56M | 0.43% |
| Alphabet Inc (google) Class C | 4,245 | US$1.52M | 0.41% |
| Microsoft Corp. | 3,276 | US$1.22M | 0.33% |
| Berkshire Hathaway Inc. | 2,151 | US$1.08M | 0.29% |
| Selective Insurance Group, Inc. | 10,862 | US$1.05M | 0.29% |
| Rtx Corporation | 5,242 | US$995K | 0.27% |
| Eli Lilly And Company | 777 | US$932K | 0.25% |
| Realty Income Corporation | 12,841 | US$796K | 0.22% |
| Jp Morgan Chase & Co. | 2,343 | US$767K | 0.21% |
| 3m Company | 4,368 | US$707K | 0.19% |
| Lam Research Corporation | 1,435 | US$622K | 0.17% |
| Amazon.com, Inc. | 2,561 | US$610K | 0.17% |
| Meta Platforms, Inc. | 1,031 | US$581K | 0.16% |
| Costco Wholesale Corporation | 620 | US$580K | 0.16% |
| Deere & Company | 822 | US$521K | 0.14% |
| Provident Financial Services, Inc | 20,152 | US$476K | 0.13% |
| International Business Machines Corporation | 1,667 | US$469K | 0.13% |
| Nvidia Corporation | 2,157 | US$432K | 0.12% |
| Pepsico, Inc. | 3,178 | US$430K | 0.12% |
| Merck & Company, Inc. | 3,246 | US$417K | 0.11% |
| Ge Aerospace | 1,072 | US$401K | 0.11% |
| General Dynamics Corporation | 1,128 | US$399K | 0.11% |
| Carrier Global Corporation | 5,027 | US$369K | 0.10% |
| Procter & Gamble Company (the) | 2,470 | US$362K | 0.10% |
| Abbott Laboratories | 3,921 | US$356K | 0.10% |
| Abbvie Inc. | 1,389 | US$350K | 0.10% |
| Caterpillar, Inc. | 327 | US$348K | 0.09% |
| Chevron Corporation | 1,938 | US$321K | 0.09% |
| Ge Vernova Inc. | 265 | US$311K | 0.08% |
| Cisco Systems, Inc. | 2,625 | US$308K | 0.08% |
| Home Depot, Inc. (the) | 862 | US$304K | 0.08% |
| Tesla, Inc. | 687 | US$289K | 0.08% |
| Enterprise Products Partners L.p. | 7,615 | US$280K | 0.08% |
| Public Service Enterprise Group Incorporated | 3,314 | US$269K | 0.07% |
| Verizon Communications Inc. | 6,340 | US$268K | 0.07% |
| Lowe's Companies, Inc. | 1,164 | US$257K | 0.07% |
| Eversource Energy (d/b/a) | 3,452 | US$249K | 0.07% |
| Mcdonald's Corporation | 896 | US$242K | 0.07% |
| Intel Corporation | 1,700 | US$237K | 0.06% |
| Corning Incorporated | 833 | US$213K | 0.06% |
Source
View original at SEC
Related