Sterling Investment Counsel, LLC: 13F holdings
CIK 19258532026Q2
| Positions | 195 |
|---|---|
| Reported value | $424.8m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IWF ISHARES TR | 287,866 | $39.6m | 9.3% |
| QQQM INVESCO EXCH TRADED FD TR II | 122,854 | $37.2m | 8.8% |
| JEPI J P MORGAN EXCHANGE TRADED F | 551,241 | $31.1m | 7.3% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 876,583 | $30.3m | 7.1% |
| AAPL APPLE INC | 59,160 | $17.1m | 4.0% |
| IJH ISHARES TR | 202,585 | $15.6m | 3.7% |
| J P MORGAN EXCHANGE TRADED F | 253,686 | $12.7m | 3.0% |
| GOOGL ALPHABET INC | 32,127 | $11.5m | 2.7% |
| IJR ISHARES TR | 69,218 | $10.3m | 2.4% |
| FTEC FIDELITY COVINGTON TRUST | 35,541 | $10.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1925853")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.