account_balance
Investment manager · 13F filer · SEC CIK 1509873
Sterling Investment Management, LLC
Reported value$184Mas of Sep 30, 2026
Positions75 12 new, 3 sold out
Top 10 weight48.3%VMBS alone is 7%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VMBSVanguard Mortgage-Backed Securities ETF
7.5%Trimmed −3%
BRK-BBerkshire Hathaway Inc
6.6%
GLDSPDR Gold Trust
6.1%Trimmed −9%
JAAAJanus Henderson Aaa Clo ETF
4.7%Trimmed −3%
SHProshares Short S&p500
4.7%Added +15%
GEGeneral Electric Co
4.6%
VVisa Inc.
3.8%Trimmed −4%
XLEState Street Energy Select Sector SPDR ETF
3.7%Trimmed −6%
SPGIS&P Global Inc.
3.6%Trimmed −14%
GOOGAlphabet Inc.
3.2%Added +2%
MCOMoody's Corp
3.1%Trimmed −20%
MSFTMicrosoft Corp
3.0%Trimmed −22%
VMBSVanguard Mortgage-Backed Securities ETF
7.5%Trimmed −3%
BRK-BBerkshire Hathaway Inc
6.6%
GLDSPDR Gold Trust
6.1%−9%
JAAAJanus Henderson Aaa Clo ETF
4.7%−3%
SHProshares Short S&p500
4.7%+15%
GEGeneral Electric Co
4.6%
VVisa Inc.
3.8%
XLEState Street Energy Select Sector SPDR ETF
3.7%
SPGIS&P Global Inc.
3.6%
GOOG3.2%MCO3.1%MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VMBS Vanguard Mortgage-Backed Securities ETF 7.5% Trimmed −3%
BRK-B Berkshire Hathaway Inc 6.6% HeldGLD SPDR Gold Trust 6.1% Trimmed −9%JAAA Janus Henderson Aaa Clo ETF 4.7% Trimmed −3%
SH Proshares Short S&p500 4.7% Added +15%
GE General Electric Co 4.6% HeldV Visa Inc. 3.8% Trimmed −4%XLE State Street Energy Select Sector SPDR ETF 3.7% Trimmed −6%
SPGI S&P Global Inc. 3.6% Trimmed −14%GOOG Alphabet Inc. 3.2% Added +2%MCO Moody's Corp 3.1% Trimmed −20%MSFT Microsoft Corp 3.0% Trimmed −22%What changed
Biggest moves since Jun 30, 2026
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