Universe · entity
STERLING INVESTMENT MANAGEMENT, LLC
Institutional manager (13F) · CIK 1509873
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $163M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $15M | 328,670 |
| 2 | SPDR GOLD SHARES | $14M | 32,944 |
| 3 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $12M | 25,880 |
| 4 | S&P GLOBAL INC COM | $9M | 20,083 |
| 5 | GE AEROSPACE COM NEW | $7M | 26,119 |
| 6 | MOODYS CORP COM | $7M | 16,126 |
| 7 | ALPHABET INC CAP STK CL C | $7M | 23,823 |
| 8 | VISA INC COM CL A | $7M | 21,759 |
| 9 | MICROSOFT CORP COM | $6M | 14,929 |
| 10 | ALERIAN MLP ETF | $5M | 97,997 |
| 11 | PEPSICO INC COM | $5M | 33,191 |
| 12 | BERKSHIRE HATHAWAY INC DEL CL A | $5M | 7 |
| 13 | VANGUARD SHORT-TERM BOND ETF | $4M | 53,881 |
| 14 | CANADIAN PACIFIC KANSAS CITY COM | $4M | 50,337 |
| 15 | WALMART INC COM | $4M | 30,541 |
| 16 | CAMECO CORP COM | $4M | 34,114 |
| 17 | WASTE MGMT INC DEL COM | $3M | 14,764 |
| 18 | VANGUARD 0-3 MONTH TREASURY BILL ETF | $3M | 38,428 |
| 19 | VANGUARD INTERMEDIATE-TERM BOND ETF | $3M | 37,602 |
| 20 | JOHNSON & JOHNSON COM | $3M | 10,969 |
| 21 | APPLE INC COM | $2M | 9,353 |
| 22 | VANGUARD TOTAL INTERNATIONAL BOND ETF | $2M | 45,120 |
| 23 | SCHWAB US AGGREGATE BOND ETF | $2M | 91,116 |
| 24 | BOEING CO COM | $2M | 10,457 |
| 25 | VANGUARD TOTAL STOCK MARKET ETF | $2M | 6,084 |
| 26 | VANGUARD FTSE EMERGING MARKETS ETF | $2M | 32,062 |
| 27 | KIMBERLY-CLARK CORP COM | $2M | 17,114 |
| 28 | RIO TINTO PLC SPONSORED ADR | $1M | 15,969 |
| 29 | VANGUARD FTSE DEVELOPED MARKETS ETF | $1M | 23,234 |
| 30 | UBER TECHNOLOGIES INC COM | $1M | 20,176 |
| 31 | ST JOE CO COM | $1M | 20,338 |
| 32 | FERROVIAL SE ORD SHS | $1M | 19,210 |
| 33 | CHEVRON CORPORATION COM | $1M | 5,724 |
| 34 | SAP SE SPON ADR | $1M | 6,092 |
| 35 | SCHWAB US DIVIDEND EQUITY ETF | $1M | 33,370 |
| 36 | VERIZON COMMUNICATIONS INC COM | $996k | 19,834 |
| 37 | PFIZER INC COM | $987k | 35,137 |
| 38 | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $972k | 9,959 |
| 39 | TRUIST FINL CORP COM | $905k | 19,693 |
| 40 | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $844k | 6,348 |
| 41 | ALTRIA GROUP INC COM | $842k | 12,766 |
| 42 | PUBLIC STORAGE OPER CO COM | $804k | 2,967 |
| 43 | AVALONBAY CMNTYS INC COM | $788k | 4,823 |
| 44 | DANAHER CORP DEL COM | $770k | 4,063 |
| 45 | VANGUARD LONG-TERM BOND ETF | $720k | 10,468 |
| 46 | VICI PPTYS INC COM | $707k | 25,890 |
| 47 | SCHWAB INTERNATIONAL EQUITY ETF | $651k | 26,297 |
| 48 | JPMORGAN CHASE & CO COM | $647k | 2,198 |
| 49 | ABBVIE INC COM | $552k | 2,540 |
| 50 | GOLDMAN SACHS GROUP INC COM | $486k | 574 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.