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Home > Institutional Investor > Sterling Investment Management, Inc. > Profile

Instuitional Investor - Sterling Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Sterling Investment Management, Inc.
Portfolio Value $166,483,312
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 323,900 $15,210,344 9.14%
2.
Berkshire Hathaway Inc
 BRK.A 29,964 $15,064,101 9.05%
3.
Spdr Gold Trust
 GLD 35,130 $12,487,661 7.5%
4.
Spdr Bloomberg 1-3 Month T-Bill Etf - ETF
 74,183 $6,806,290 4.09%
5.
S&P Global Inc.
 SPGI 11,749 $5,718,356 3.43%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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