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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 $166,731,562
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 328,670 $15,431,057 9.26%
2.
Spdr Gold Trust
 GLD 32,944 $14,175,474 8.5%
3.
Berkshire Hathaway Inc
 BRK-B 25,880 $12,401,696 7.44%
4.
S&P Global Inc.
 SPGI 20,083 $8,542,103 5.12%
5.
Genie Energy Ltd.
 GNE 26,119 $7,411,789 4.45%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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