STERLING INVESTMENT MANAGEMENT, LLC - Portfolio Stock Holdings

STERLING INVESTMENT MANAGEMENT, LLC disclosed 77 stock positions in a recent SEC 13F filing. $184,318,731 of stock holdings were filed, with the largest holdings including VMBS, BRK.B, and GLD. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $409,201,752 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.