Sterling Investment Management
Sterling Investment Management reported 75 stocks worth $184M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VMBS (7.5%), BRK.B (6.5%) and GLD (6.1%). Compared with Q2 2026, the fund opened new positions in FTV, T and AMT, added to SH, GOOG and UBER, trimmed VMBS, BRK.B and GLD and sold out of CCJ and PSQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VMBS Vanguard Scottsdale Fds | $13.8M | 7.5% | 311K | −8,830 (−3%) | 8 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $12.1M | 6.5% | 24K | −60 (−0%) | 8 of 8 | |
| 3 |  GLD Spdr Gold TR | $11.2M | 6.1% | 29K | −2,756 (−9%) | 8 of 8 | |
| 4 |  JAAA Janus Detroit Str TR | $8.6M | 4.7% | 171K | −6,070 (−3%) | 2 of 8 | |
| 5 |  SH Proshares TR | $8.6M | 4.7% | 266K | +35K (+15%) | 5 of 8 | |
| 6 |  GE GE Aerospace | $8.4M | 4.6% | 27K | −188 (−1%) | 8 of 8 | |
| 7 |  V Visa Inc | $7.1M | 3.8% | 20K | −895 (−4%) | 8 of 8 | |
| 8 |  XLE Select Sector Spdr TR | $6.8M | 3.7% | 110K | −6,850 (−6%) | 2 of 8 | |
| 9 |  SPGI S&P Global Inc | $6.6M | 3.6% | 17K | −2,734 (−14%) | 8 of 8 | |
| 10 |  GOOG Alphabet Inc | $5.8M | 3.1% | 17K | +354 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sterling Investment Management 13F FAQ
What does Sterling Investment Management own?
Sterling Investment Management reported 75 stocks worth $184M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VMBS (7.5%), BRK.B (6.5%) and GLD (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Sterling Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 24 added to, 29 trimmed and 3 sold out. New positions include FTV, T and AMT. It sold all of CCJ and PSQ.
When will Sterling Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sterling Investment Management's portfolio worth?
The Q3 2026 filing reports $184M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.