account_balance
Investment manager · 13F filer · SEC CIK 1925853
Sterling Investment Counsel, LLC
Follow Sterling Investment Counsel
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$437Mas of Sep 30, 2026
Positions194 10 new, 11 sold out
Top 10 weight49.3%IVW alone is 9%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVWiShares Tr
9.2%Trimmed −2%
QQQMInvesco Exch Traded Fd Tr II
8.3%Trimmed −3%
JEPIJ P Morgan Exchange Traded F
7.5%Added +6%
CGXUCapital Group Intl Focus Eqt
6.8%
AAPLApple Inc.
4.5%
IJHiShares Tr
3.4%
NVDANVIDIA Corp
2.6%Added +5%
GOOGLAlphabet Inc.
2.6%
MSFTMicrosoft Corp
2.2%+5%
FTECFidelity Covington Trust
2.2%−9%
IJRiShares Tr
2.2%
JTNYJ P Morgan Exchange Traded F
2.2%−21%
IVWiShares Tr
9.2%Trimmed −2%
QQQMInvesco Exch Traded Fd Tr II
8.3%Trimmed −3%
JEPIJ P Morgan Exchange Traded F
7.5%+6%
CGXUCapital Group Intl Focus Eqt
6.8%
AAPLApple Inc.
4.5%
IJHiShares Tr
3.4%
FTEC
IJR2.2%
JTNY
Boxes 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
IVW iShares Tr 9.2% Trimmed −2%
QQQM Invesco Exch Traded Fd Tr II 8.3% Trimmed −3%
JEPI J P Morgan Exchange Traded F 7.5% Added +6%
CGXU Capital Group Intl Focus Eqt 6.8% Held
AAPL Apple Inc. 4.5% HeldIJH iShares Tr 3.4% Held
NVDA NVIDIA Corp 2.6% Added +5%GOOGL Alphabet Inc. 2.6% HeldMSFT Microsoft Corp 2.2% Added +5%FTEC Fidelity Covington Trust 2.2% Trimmed −9%
IJR iShares Tr 2.2% Held
JTNY J P Morgan Exchange Traded F 2.2% Trimmed −21%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.