Holdings
Sterling Financial Planning, Inc.
As of Jun 30, 2026, Sterling Financial Planning, Inc. reported 42 positions worth US$29M. Largest: Apple Inc, Johnson & Johnson and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 16,124 | US$4.67M | +449 | Jun 30, 2026 |
| Johnson & Johnson | 9,653 | US$2.45M | −71 | Jun 30, 2026 |
| Exxon Mobil Corporation | 11,444 | US$1.56M | −1,526 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,245 | US$1.52M | −134 | Jun 30, 2026 |
| Microsoft Corp. | 3,276 | US$1.22M | +1 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,151 | US$1.08M | −131 | Jun 30, 2026 |
| Selective Insurance Group, Inc. | 10,862 | US$1.05M | no change | Jun 30, 2026 |
| Rtx Corporation | 5,242 | US$995K | no change | Jun 30, 2026 |
| Eli Lilly And Company | 777 | US$932K | no change | Jun 30, 2026 |
| Realty Income Corporation | 12,841 | US$796K | +17 | Jun 30, 2026 |