Holdings

Sterling Investment Management, LLC

As of Sep 30, 2026, Sterling Investment Management, LLC reported 72 positions worth US$182M. Largest: Berkshire Hathaway Inc., Vanguard Mortgage-Backed Securities ETF and SPDR Gold Shares. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Berkshire Hathaway Inc.24,256US$17.3M−10,529Sep 30, 2026
Vanguard Mortgage-Backed Securities ETF311KUS$13.8MnewSep 30, 2026
SPDR Gold Shares29,372US$11.2MnewSep 30, 2026
Janus Henderson AAA CLO ETF171KUS$8.62MnewSep 30, 2026
ProShares Short S&P500266KUS$8.6MnewSep 30, 2026
Ge Aerospace27,040US$8.44M−188Sep 30, 2026
Visa Inc.19,713US$7.08M−895Sep 30, 2026
State Street Energy Select Sector SPDR ETF110KUS$6.79MnewSep 30, 2026
S&p Global Inc.16,847US$6.65M−2,734Sep 30, 2026
Alphabet Inc (google) Class C17,668US$6.02M+542Sep 30, 2026