Sterling Investment Management, Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationtucson, AZ
- CIK0001509873
- Alternate namesSTERLING INVESTMENT MANAGEMENT, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
54 | $140.47 M | BRK.B, VANGUARD SCOTTSDALE FDS, GQ9, KRE | 13F-HR | Apr 15, 2025 | 000150987325000003 | ||
56 | $127.37 M | BRK.B, GQ9, KRE, GOOG | 13F-HR | Jan 17, 2025 | 000150987325000002 | ||
57 | $131.81 M | BRK.B, KRE, GQ9, BND | 13F-HR | Oct 21, 2024 | 000150987324000007 | ||
58 | $131.60 M | BRK.B, KRE, GQ9, BND | 13F-HR | Jul 26, 2024 | 000150987324000004 | ||
62 | $141.84 M | BRK.B, BRK.A, KRE, GQ9 | 13F-HR | Apr 22, 2024 | 000150987324000003 | ||
64 | $136.34 M | KRE, BRK.B, BND, BRK.A | 13F-HR | Jan 18, 2024 | 000150987324000002 | ||
52 | $112.48 M | VGSH, BRK.B, GQ9, KRE | 13F-HR | Oct 11, 2023 | 000150987323000006 | ||
60 | $126.04 M | VGSH, BRK.B, GQ9, KRE | 13F-HR | Jul 12, 2023 | 000150987323000005 | ||
60 | $125.59 M | VGSH, BRK.B, GQ9, KRE | 13F-HR | Apr 28, 2023 | 000150987323000004 | ||
61 | $124.48 M | VGSH, BRK.B, GQ9, KRE | 13F-HR | Jan 12, 2023 | 000150987323000002 | ||
60 | $118.61 M | KRE, BRK.B, GQ9, GOOG | 13F-HR | Oct 25, 2022 | 000150987322000008 | ||
69 | $120.25 M | SCHO, BRK.B, GQ9, GOOG | 13F-HR | Jul 6, 2022 | 000150987322000006 | ||
71 | $142.16 M | SCHO, BRK.B, GQ9, SCHR | 13F-HR | May 12, 2022 | 000150987322000004 | ||
70 | $160.56 M | BRK.B, SCHO, GQ9, GOOG | 13F-HR | Jan 21, 2022 | 000150987322000001 | ||
69 | $156.89 M | SCHO, BRK.B, GQ9, SCHR | 13F-HR | Nov 4, 2021 | 000150987321000005 | ||
63 | $152.55 M | SCHO, BRK.B, GOOG, GQ9 | 13F-HR | Aug 5, 2021 | 000150987321000004 | ||
57 | $146.17 M | SCHO, BRK.B, GQ9, SCHR | 13F-HR | Apr 19, 2021 | 000150987321000003 | ||
58 | $140.95 M | BRK.B, SCHO, GQ9, SCHR | 13F-HR | Jan 22, 2021 | 000150987321000001 | ||
62 | $133.85 M | SCHO, BRK.B, GQ9, SH | 13F-HR | Oct 28, 2020 | 000150987320000005 | ||
58 | $129.29 M | SCHO, SH, BRK.B, GQ9 | 13F-HR | Jul 14, 2020 | 000150987320000004 | ||
63 | $114.62 M | BRK.B, SCHO, GQ9, SCHR | 13F-HR | Apr 22, 2020 | 000150987320000002 | ||
63 | $150.67 M | SPY, BRK.B, SCHO, SCHR | 13F-HR | Jan 31, 2020 | 000150987320000001 | ||
61 | $136.82 M | SCHO, SPY, BRK.B, KRE | 13F-HR | Oct 24, 2019 | 000150987319000005 | ||
59 | $129.25 M | SPY, BRK.B, KRE, SCHO | 13F-HR | Jul 24, 2019 | 000150987319000004 | ||
60 | $129.08 M | SPY, BRK.B, KRE, SCHO | 13F-HR | Apr 24, 2019 | 000150987319000003 | ||
56 | $119.63 M | KRE, BRK.B, SPY, MSFT | 13F-HR | Jan 17, 2019 | 000150987319000001 | ||
60 | $137.69 M | BKLN, BRK.B, KRE, AAPL | 13F-HR | Oct 25, 2018 | 000150987318000004 | ||
59 | $128.90 M | BKLN, BRK.B, KRE, AAPL | 13F-HR | Aug 8, 2018 | 000150987318000003 | ||
55 | $123.86 M | POWERSHARES ETF TRUST II, BRK.B, BND, MSFT | 13F-HR | Apr 24, 2018 | 000150987318000002 | ||
55 | $93.80 M | BRK.B, BND, MSFT, AAPL | 13F-HR | Jan 18, 2018 | 000150987318000001 | ||
47 | $73.64 M | BRK.B, AAPL, MSFT, PYPL | 13F-HR | Oct 16, 2017 | 000150987317000007 | ||
47 | $75.73 M | BRK.B, AAPL, MSFT, CMCSA | 13F-HR | Jul 28, 2017 | 000150987317000005 | ||
46 | $71.50 M | BRK.B, AAPL, MSFT, CMCSA | 13F-HR | May 1, 2017 | 000150987317000004 | ||
43 | $70.03 M | BRK.B, MSFT, MO, AAPL | RESTATEMENT | Feb 17, 2017 | 000150987317000003 | ||
44 | $68.33 M | BRK.B, BRK.A, AAPL, MSFT | 13F-HR | Oct 25, 2016 | 000150987316000011 | ||
49 | $73.06 M | BRK.B, BRK.A, MO, BAC | RESTATEMENT | Aug 8, 2016 | 000150987316000010 | ||
49 | $73.51 M | BRK.B, BRK.A, MO, AAPL | 13F-HR | May 4, 2016 | 000150987316000007 | ||
60 | $115.46 M | BRK.B, MSFT, AAPL, BRK.A | 13F-HR | Jan 27, 2016 | 000150987316000005 | ||
69 | $127.13 M | BRK.B, MSFT, AAPL, MO | 13F-HR | Nov 3, 2015 | 000150987315000004 | ||
67 | $132.80 M | BRK.B, CHKEUR, MSFT, MO | 13F-HR | Jul 22, 2015 | 000150987315000003 | ||
73 | $141.61 M | BRK.B, CHKEUR, AAPL, MSFT | 13F-HR | Apr 28, 2015 | 000150987315000002 | ||
71 | $145.13 M | BRK.B, AAPL, CHKEUR, MSFT | 13F-HR | Jan 28, 2015 | 000150987315000001 | ||
67 | $142.97 M | BRK.A, CHKEUR, AAPL, MSFT | 13F-HR | Oct 28, 2014 | 000150987314000004 | ||
64 | $142.29 M | CHKEUR, AAPL, BRK.B, MSFT | 13F-HR | Jul 30, 2014 | 000150987314000003 | ||
57 | $136.13 M | CHKEUR, BRK.B, MSFT, AAPL | 13F-HR | May 7, 2014 | 000150987314000002 | ||
54 | $138.92 M | CHKEUR, SPY, BRK.B, MSFT | 13F-HR | Jan 31, 2014 | 000150987314000001 |