Sterling Wealth Management, Inc.
Sterling Wealth Management, Inc. reported 116 holdings worth US$402M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Sterling Wealth Management, Inc. reported 116 holdings worth US$402M as of Jun 30, 2026. Largest: Hubbell Inc, Apple Inc and Mcdonald's Corporation. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 116
- Value as reported
- US$402M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Hubbell Inc | 18,090 | US$9.46M | 2.4% |
| Apple Inc | 11,579 | US$3.35M | 0.83% |
| Mcdonald's Corporation | 12,187 | US$3.29M | 0.82% |
| Jp Morgan Chase & Co. | 7,228 | US$2.37M | 0.59% |
| Caterpillar, Inc. | 2,015 | US$2.15M | 0.53% |
| Exxon Mobil Corporation | 13,932 | US$1.9M | 0.47% |
| Microsoft Corp. | 4,689 | US$1.75M | 0.43% |
| American Express Company | 5,134 | US$1.74M | 0.43% |
| Procter & Gamble Company (the) | 11,130 | US$1.63M | 0.41% |
| Johnson & Johnson | 6,208 | US$1.58M | 0.39% |
| Alphabet Inc (google) Class C | 4,410 | US$1.58M | 0.39% |
| Nvidia Corporation | 5,998 | US$1.2M | 0.30% |
| Pepsico, Inc. | 8,524 | US$1.15M | 0.29% |
| Sherwin-williams Company (the) | 3,311 | US$1.14M | 0.28% |
| Deere & Company | 1,695 | US$1.08M | 0.27% |
| Gorman-rupp Company (the) | 9,435 | US$866K | 0.22% |
| Comcast Corporation | 33,435 | US$821K | 0.20% |
| Berkshire Hathaway Inc. | 1,625 | US$813K | 0.20% |
| Cummins Inc. | 1,110 | US$792K | 0.20% |
| Intel Corporation | 5,650 | US$789K | 0.20% |
| Abbvie Inc. | 3,035 | US$764K | 0.19% |
| Cisco Systems, Inc. | 6,438 | US$756K | 0.19% |
| Chevron Corporation | 3,668 | US$608K | 0.15% |
| American Electric Power Company, Inc. | 4,361 | US$597K | 0.15% |
| Eli Lilly And Company | 486 | US$583K | 0.14% |
| Qualcomm Incorporated | 3,104 | US$574K | 0.14% |
| Lincoln Electric Holdings, Inc. | 2,081 | US$553K | 0.14% |
| Yum! Brands, Inc. | 3,387 | US$541K | 0.13% |
| Amazon.com, Inc. | 2,099 | US$500K | 0.12% |
| Cvs Health Corporation | 4,670 | US$483K | 0.12% |
| Phillips 66 | 2,830 | US$478K | 0.12% |
| Marsh | 2,817 | US$470K | 0.12% |
| Ameriprise Financial, Inc. | 1,022 | US$469K | 0.12% |
| Illinois Tool Works Inc. | 1,717 | US$464K | 0.12% |
| Home Depot, Inc. (the) | 1,305 | US$460K | 0.11% |
| Coca-cola Company (the) | 5,643 | US$459K | 0.11% |
| Broadcom Inc. | 1,159 | US$438K | 0.11% |
| Ge Aerospace | 1,156 | US$432K | 0.11% |
| Colgate-palmolive Company | 4,301 | US$394K | 0.10% |
| Bristol-myers Squibb Company | 6,686 | US$385K | 0.10% |
| Altria Group, Inc. | 5,340 | US$384K | 0.10% |
| Investors Title Company | 1,296 | US$355K | 0.09% |
| Applied Materials, Inc. | 481 | US$348K | 0.09% |
| Ge Vernova Inc. | 289 | US$340K | 0.08% |
| Pfizer, Inc. | 14,087 | US$339K | 0.08% |
| Ryder System, Inc. | 1,229 | US$324K | 0.08% |
| Conocophillips | 3,010 | US$313K | 0.08% |
| Merck & Company, Inc. | 2,364 | US$304K | 0.08% |
| Howmet Aerospace Inc. | 1,127 | US$303K | 0.08% |
| Walt Disney Company (the) | 2,955 | US$284K | 0.07% |
| 3m Company | 1,748 | US$283K | 0.07% |
| U.s. Bancorp | 4,532 | US$274K | 0.07% |
| Allstate Corporation (the) | 1,052 | US$250K | 0.06% |
| Dell Technologies Inc. | 560 | US$242K | 0.06% |
| Abbott Laboratories | 2,642 | US$240K | 0.06% |
| Southern Company (the) | 2,457 | US$235K | 0.06% |
| Constellation Energy Corporation | 939 | US$233K | 0.06% |
| Philip Morris International Inc | 1,246 | US$225K | 0.06% |
| Verizon Communications Inc. | 5,289 | US$224K | 0.06% |
| Huntington Bancshares Incorporated | 10,076 | US$179K | 0.04% |
| Amgen Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
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