Sterling Investment Counsel, LLC - Portfolio Stock Holdings
Sterling Investment Counsel, LLC disclosed 205 stock positions in a recent SEC 13F filing. $424,474,997 of stock holdings were filed, with the largest holdings including IVW, QQQM, and JEPI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,034,282,441 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
205Est. Stock Holding Value:
$424,474,997Top Stock Holdings By Sector
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Portfolio Stock Holdings - Sterling Investment Counsel, LLC
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Portfolio Options Holdings - Sterling Investment Counsel, LLC
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