Sterling Investment Management, Inc. 13F Holdings

CIK 02814058 · TUCSON, AZ

As of Sep 30, 2023, Sterling Investment Management, Inc. reported 52 positions worth 12.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—277,173 6.0M14.19%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services25,212$8.8M7.85%
SPDR GOLD TRUSTGQ9—40,850$7.0M6.23%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—63,573$5.8M5.19%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services7$3.7M3.31%
MICROSOFT CORPMSFTTechnology10,973$3.5M3.08%
ABBVIE INCABBVEquity20,908$3.1M2.77%
APPLE INCAAPLTechnology17,603$3.0M2.68%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials40,292$3.0M2.67%
CANADIAN NATIONAL RAILWAY COCNIIndustrials27,405$3.0M2.64%
COMCAST CORPCMCSACommunication Services64,298$2.9M2.53%
CHEVRON CORPCHVEnergy16,474$2.8M2.47%
JOHNSON & JOHNSONJNJHealthcare17,555$2.7M2.43%
PIONEER NAT RES COMPANY——11,761$2.7M2.40%
UNITEDHEALTH GROUP INCUNHHealthcare5,276$2.7M2.37%
SCHWAB CHARLES CORPSCHWEquity45,883$2.5M2.24%
CAMECO CORPCCOBasic Materials59,462$2.4M2.10%
OCCIDENTAL PETROLEUM CORPOXYEnergy36,305$2.4M2.09%
THERMO FISHER SCIENTIFIC INCTMOHealthcare4,647$2.4M2.09%
CHARTER COMMUNICATIONS INCCHTRCommunication Services5,023$2.2M1.96%
S&P GLOBAL INCSPGIFinancial Services5,846$2.1M1.90%
WALMART INCWMTConsumer Defensive12,355$2.0M1.76%
ALPHABET INCGOOGEquity13,875 .8M1.63%
ELEVANCE HEALTH INCELVHealthcare4,040 .8M1.56%
GOLDMAN SACHS GROUP INCGSFinancial Services5,098 .6M1.47%