Notify me when STERLING INVESTMENT MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 69 | $176,335,784 | +$23,457,378 | -$18,859,366 | +$4,598,012 | VMBS, BRKB, GLD, GE, GOOG | 13F-HR | 02 Feb 2026, 17:46 |
| Q3 2025 | 66 | $166,483,312 | +$19,693,150 | -$11,467,474 | +$8,225,676 | VMBS, BRKB, GLD, BIL, SPGI | 13F-HR | 20 Oct 2025, 15:02 |
| Q2 2025 | 56 | $151,029,286 | +$12,070,132 | -$5,509,758 | +$6,560,374 | BRKB, GLD, VMBS, BIL, CNI | 13F-HR | 30 Jul 2025, 13:57 |
| Q1 2025 | 54 | $140,467,061 | +$19,097,143 | -$10,706,942 | +$8,390,201 | BRKB, VMBS, GLD, BIL, BERKSHIRE HATHAWAY INC DEL CL A | 13F-HR | 15 Apr 2025, 17:09 |
| Q4 2024 | 56 | $127,368,740 | +$17,070,154 | -$18,059,870 | -$989,716 | BRKB, GLD, BIL, GOOG, BRKA | 13F-HR | 17 Jan 2025, 11:30 |
| Q3 2024 | 57 | $131,809,385 | +$6,468,315 | -$14,349,734 | -$7,881,419 | BRKB, BIL, GLD, BND, BRKA | 13F-HR | 18 Oct 2024, 19:59 |
| Q2 2024 | 58 | $131,597,142 | +$14,447,313 | -$25,023,292 | -$10,575,979 | BRKB, BIL, GLD, BND, MSFT | 13F-HR | 26 Jul 2024, 15:04 |
| Q1 2024 | 62 | $141,834,458 | +$5,931,335 | -$6,665,806 | -$734,471 | BRKB, BRKA, BIL, GLD, BND | 13F-HR | 22 Apr 2024, 14:34 |
| Q4 2023 | 64 | $136,342,542 | +$37,716,257 | -$19,965,278 | +$17,750,979 | BIL, BRKB, BND, BRKA, GLD | 13F-HR | 17 Jan 2024, 17:50 |
| Q3 2023 | 52 | $112,475,224 | +$4,194,593 | -$17,784,292 | -$13,589,699 | VGSH, BRKB, GLD, BIL, BRKA | 13F-HR | 10 Oct 2023, 18:48 |
| Q2 2023 | 60 | $126,038,849 | +$6,646,946 | -$9,381,743 | -$2,734,797 | VGSH, BRKB, GLD, BIL, MSFT | 13F-HR | 12 Jul 2023, 15:04 |
| Q1 2023 | 60 | $125,588,695 | +$6,532,642 | -$7,270,831 | -$738,189 | VGSH, BRKB, GLD, BIL, SH | 13F-HR | 27 Apr 2023, 17:55 |
| Q4 2022 | 61 | $124,480,820 | +$20,195,182 | -$21,700,723 | -$1,505,541 | VGSH, BRKB, GLD, BIL, GOOG | 13F-HR | 12 Jan 2023, 16:37 |
| Q3 2022 | 60 | $118,613,000 | +$44,513,889 | -$36,735,343 | +$7,778,546 | BIL, BRKB, GLD, GOOG, MSFT | 13F-HR | 24 Oct 2022, 18:04 |
| Q2 2022 | 69 | $120,249,000 | +$19,622,064 | -$22,283,820 | -$2,661,756 | SCHO, BRKB, GLD, GOOG, VCSH | 13F-HR | 05 Jul 2022, 18:50 |
| Q1 2022 | 71 | $142,164,000 | +$5,042,086 | -$23,452,988 | -$18,410,902 | SCHO, BRKB, GLD, SCHR, GOOG | 13F-HR | 12 May 2022, 17:03 |
| Q4 2021 | 70 | $160,564,000 | +$7,730,837 | -$10,345,327 | -$2,614,490 | BRKB, SCHO, GLD, GOOG, MSFT | 13F-HR | 20 Jan 2022, 18:54 |
| Q3 2021 | 69 | $156,892,000 | +$13,179,599 | -$8,398,677 | +$4,780,922 | SCHO, BRKB, GLD, SCHR, GOOG | 13F-HR | 04 Nov 2021, 16:45 |
| Q2 2021 | 63 | $152,549,000 | +$15,733,746 | -$15,637,043 | +$96,703 | SCHO, BRKB, GOOG, GLD, SCHR | 13F-HR | 05 Aug 2021, 16:33 |
| Q1 2021 | 57 | $146,172,000 | +$9,958,809 | -$9,827,887 | +$130,922 | SCHO, BRKB, GLD, SCHR, GOOG | 13F-HR | 16 Apr 2021, 19:55 |
| Q4 2020 | 58 | $140,948,000 | +$2,897,036 | -$6,454,318 | -$3,557,282 | BRKB, SCHO, GLD, SCHR, SH | 13F-HR | 22 Jan 2021, 17:12 |
| Q3 2020 | 62 | $133,846,000 | +$10,402,817 | -$9,732,265 | +$670,552 | SCHO, BRKB, GLD, SH, SCHR | 13F-HR | 28 Oct 2020, 14:54 |
| Q2 2020 | 58 | $129,291,000 | +$18,246,852 | -$15,984,437 | +$2,262,415 | SCHO, SH, BRKB, GLD, SCHR | 13F-HR | 14 Jul 2020, 14:17 |
| Q1 2020 | 63 | $114,623,000 | +$19,140,909 | -$41,498,490 | -$22,357,581 | BRKB, SCHO, GLD, SCHR, SH | 13F-HR | 22 Apr 2020, 11:54 |
| Q4 2019 | 63 | $150,673,000 | +$11,420,390 | -$5,312,064 | +$6,108,326 | SPY, BRKB, SCHO, SCHR, BIL | 13F-HR | 31 Jan 2020, 13:11 |
| Q3 2019 | 61 | $136,823,000 | +$20,136,525 | -$11,945,373 | +$8,191,152 | SCHO, SPY, BRKB, BIL, SCHR | 13F-HR | 23 Oct 2019, 17:38 |
| Q2 2019 | 59 | $129,245,000 | +$2,679,664 | -$6,094,215 | -$3,414,551 | SPY, BRKB, BIL, SCHO, BND | 13F-HR | 24 Jul 2019, 14:29 |
| Q1 2019 | 60 | $129,078,000 | +$31,820,129 | -$31,722,506 | +$97,623 | SPY, BRKB, BIL, SCHO, BND | 13F-HR | 24 Apr 2019, 17:02 |
| Q4 2018 | 56 | $119,630,000 | +$23,063,485 | -$29,045,998 | -$5,982,513 | BIL, BRKB, SPY, MSFT, SCHZ | 13F-HR | 17 Jan 2019, 11:52 |
| Q3 2018 | 60 | $137,688,000 | +$6,355,675 | -$5,070,732 | +$1,284,943 | BKLN, BRKB, BIL, AAPL, MSFT | 13F-HR | 25 Oct 2018, 14:37 |
| Q2 2018 | 59 | $128,900,000 | +$42,894,109 | -$38,714,202 | +$4,179,907 | BKLN, BRKB, BIL, AAPL, SCHZ | 13F-HR | 08 Aug 2018, 17:24 |
| Q1 2018 | 55 | $123,856,000 | +$37,270,273 | -$5,776,693 | +$31,493,580 | BKLN, BRKB, BND, MSFT, AAPL | 13F-HR | 24 Apr 2018, 11:56 |
| Q4 2017 | 55 | $93,798,000 | +$17,107,899 | -$3,166,284 | +$13,941,615 | BRKB, BND, MSFT, AAPL, PYPL | 13F-HR | 17 Jan 2018, 18:07 |
| Q3 2017 | 47 | $73,641,000 | +$2,194,069 | -$6,534,114 | -$4,340,045 | BRKB, AAPL, MSFT, PYPL, CMCSA | 13F-HR | 16 Oct 2017, 15:17 |
| Q2 2017 | 47 | $75,727,000 | +$5,694,943 | -$3,284,527 | +$2,410,416 | BRKB, AAPL, MSFT, CMCSA, MO | 13F-HR | 27 Jul 2017, 18:22 |
| Q1 2017 | 46 | $71,499,000 | +$4,131,812 | -$4,447,873 | -$316,061 | BRKB, AAPL, MSFT, CMCSA, MO | 13F-HR | 01 May 2017, 13:47 |
| Q4 2016 | 43 | $70,031,000 | +$3,847,205 | -$6,040,208 | -$2,193,003 | BRKB, MSFT, MO, AAPL, CMCSA | Restatement | 17 Feb 2017, 17:00 |
| Q3 2016 | 44 | $67,493,000 | +$420,966 | -$6,495,630 | -$6,074,664 | BRKB, BRKA, AAPL, MSFT, CMCSA | 13F-HR | 25 Oct 2016, 11:30 |
| Q2 2016 | 49 | $73,057,000 | +$1,433,639 | -$3,528,830 | -$2,095,191 | BRKB, BRKA, MO, VZ, CMCSA | Restatement | 08 Aug 2016, 13:26 |
| Q1 2016 | 49 | $73,511,000 | +$8,789,133 | -$53,948,870 | -$45,159,737 | BRKB, BRKA, MO, AAPL, MSFT | 13F-HR | 04 May 2016, 12:22 |
| Q4 2015 | 60 | $115,457,000 | +$5,630,302 | -$17,723,792 | -$12,093,490 | BRKB, MSFT, AAPL, BRKA, MO | 13F-HR | 26 Jan 2016, 18:27 |
| Q3 2015 | 69 | $127,129,000 | +$16,276,692 | -$8,332,153 | +$7,944,539 | BRKB, MSFT, AAPL, MO, CHK | 13F-HR | 03 Nov 2015, 14:52 |
| Q2 2015 | 67 | $132,804,000 | +$1,186,863 | -$8,158,840 | -$6,971,977 | BRKB, CHK, MSFT, MO, AAPL | 13F-HR | 21 Jul 2015, 17:37 |
| Q1 2015 | 73 | $141,613,000 | +$9,797,589 | -$8,654,808 | +$1,142,781 | BRKB, CHK, AAPL, MSFT, MO | 13F-HR | 28 Apr 2015, 11:15 |
| Q4 2014 | 71 | $145,127,000 | +$13,193,579 | -$13,328,728 | -$135,149 | BRKB, AAPL, CHK, MSFT, MO | 13F-HR | 28 Jan 2015, 12:21 |
| Q3 2014 | 67 | $129,247,000 | +$6,931,961 | -$4,257,015 | +$2,674,946 | CHK, AAPL, MSFT, MO, OXY | 13F-HR | 27 Oct 2014, 18:03 |
| Q2 2014 | 64 | $142,287,000 | +$18,306,952 | -$12,317,222 | +$5,989,730 | CHK, AAPL, BRKB, MSFT, OXY | 13F-HR | 30 Jul 2014, 12:29 |
| Q1 2014 | 57 | $136,131,000 | +$8,263,489 | -$11,269,566 | -$3,006,077 | CHK, BRKB, MSFT, AAPL, OXY | 13F-HR | 07 May 2014, 16:23 |
| Q4 2013 | 54 | $138,923,000 | $0 | $0 | $0 | CHK, SPY, BRKB, MSFT, OXY | 13F-HR | 31 Jan 2014, 17:04 |