Portfolio (Quarterly)
Guide ↗
Sterling Investment Counsel, LLC
· CIK 0001925853| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BCFN | BARON ETF TR | — | 34,878 | $727K | 0.20% | SOLD |
| 2 | IWD | ISHARES TR | — | 1,272 | $272K | 0.08% | SOLD |
| 3 | MOAT | VANECK ETF TRUST | — | 2,670 | $258K | 0.07% | SOLD |
| 4 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 1,849 | $252K | 0.07% | SOLD |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | — | 3,084 | $232K | 0.07% | SOLD |
| 6 | WEAV | WEAVE COMMUNICATIONS INC | Technology | 47,812 | $221K | 0.06% | SOLD |
| 7 | NOC | NORTHROP GRUMMAN CORP | Industrials | 313 | $214K | 0.06% | SOLD |
| 8 | — | LITHIUM ARGENTINA AG | — | 28,197 | $188K | 0.05% | SOLD |
| 9 | WULF | TERAWULF INC | Financial Services | 10,613 | $153K | 0.04% | SOLD |
| 10 | — | LITHIUM AMERS CORP NEW | — | 28,563 | $113K | 0.03% | SOLD |
Sector Allocation
Technology
35.5%
Financial Services
17.5%
Communication Services
10.6%
Healthcare
8.6%
Consumer Cyclical
8.5%
Consumer Defensive
6.9%
Industrials
5.1%
Utilities
4.8%
Energy
1.1%
Real Estate
0.9%