STERLING INVESTMENT MANAGEMENT, LLC 13F Holdings

CIK 0001509873 · TUCSON, AZ

As of Sep 30, 2025, STERLING INVESTMENT MANAGEMENT, LLC reported 66 positions worth 66.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUNDVMBS—323,900 5.2M9.14%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services29,964 5.1M9.05%
SPDR GOLD TRUSTGQ9—35,130 2.5M7.50%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—74,183$6.8M4.09%
S&P GLOBAL INCSPGIFinancial Services11,749$5.7M3.43%
ALPHABET INCGOOGEquity22,626$5.5M3.31%
GE AEROSPACEGEIndustrials18,260$5.5M3.30%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services7$5.3M3.17%
ALERIAN MLP ETFAMLP—101,482$4.8M2.86%
MICROSOFT CORPMSFTTechnology9,074$4.7M2.82%
MOODYS CORPMCOFinancial Services9,128$4.3M2.61%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—54,672$4.3M2.59%
VISA INC-CLASS A SHARESVFinancial Services12,411$4.2M2.54%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials52,256$3.9M2.34%
PROSHARES SHORT S&P500SH—100,192$3.7M2.22%
CANADIAN NATIONAL RAILWAY COCNIIndustrials37,845$3.6M2.14%
WALMART INCWMTConsumer Defensive31,681$3.3M1.96%
VANGUARD INTERMEDIATE-TERM BBIV—38,536$3.0M1.81%
PEPSICO INCPEPConsumer Defensive21,079$3.0M1.78%
CAMECO CORPCCOBasic Materials35,062$2.9M1.77%
GOLDMAN SACHS GROUP INCGSFinancial Services3,077$2.5M1.47%
PROSHARES SHORT QQQPSQ—77,088$2.4M1.44%
BOEING COBAIndustrials10,822$2.3M1.40%
APPLE INCAAPLTechnology9,133$2.3M1.40%
ABBVIE INCABBVEquity9,909$2.3M1.38%