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Home > Institutional Investor > Sterling Investment Counsel, Llc > Profile

Instuitional Investor - Sterling Investment Counsel, Llc

Fund Profile
Filing Period:
Fund Name: Sterling Investment Counsel, Llc
Portfolio Value $195,968,152
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 303,648 $22,803,934 11.63%
2.
Capital Group Intl Focus Eqt
 601,514 $14,358,138 7.32%
3.
Apple Inc.
 AAPL 68,248 $13,139,869 6.7%
4.
Invesco Exch Traded Fd Tr Ii
 60,351 $10,171,536 5.19%
5.
Ishares Trust
 IEF 30,613 $8,484,363 4.32%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)