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Portfolio (Quarterly) Guide ↗

Sterling Investment Counsel, LLC

· CIK 0001925853
13F Portfolio $357M AUM 196 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 71 Added 74 Reduced 14 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EZU ISHARES INC 16,913.0 $1.1M 0.30% NEW $62.64 +9.2%
2 IWR ISHARES TR 7,160.0 $696K 0.20% NEW $97.23 +13.2%
3 EWJ ISHARES INC 6,250.0 $528K 0.15% NEW $84.44 +10.6%
4 IWM ISHARES TR 1,884.0 $467K 0.13% NEW $248.00 +20.5%
5 EWC ISHARES INC 6,720.0 $368K 0.10% NEW $54.79 +5.2%
6 EIX EDISON INTL Utilities 4,508.0 $330K 0.09% NEW $73.18 +2.1%
7 CSX CSX CORP Industrials 7,867.0 $323K 0.09% NEW $41.05 +15.6%
8 SUB ISHARES TR 2,804.0 $299K 0.08% NEW $106.50 -0.1%
9 GOVT ISHARES TR 12,641.0 $290K 0.08% NEW $22.91 -0.4%
10 JIRE J P MORGAN EXCHANGE TRADED F 3,763.0 $285K 0.08% NEW $75.74 +8.0%
11 EWU ISHARES TR 5,982.0 $273K 0.08% NEW $45.56 +0.7%
12 EPP ISHARES INC 4,990.0 $265K 0.07% NEW $53.14 -0.1%
13 USIG ISHARES TR 5,133.0 $263K 0.07% NEW $51.23 +0.3%
14 MOAT VANECK ETF TRUST 2,670.0 $258K 0.07% NEW $96.70 +5.6%
15 IEFA ISHARES TR 2,851.0 $258K 0.07% NEW $90.53 +6.1%
16 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,849.0 $252K 0.07% NEW $136.09 -4.5%
17 ODC OIL DRI CORP AMER Basic Materials 3,854.0 $251K 0.07% NEW $65.09 +54.7%
18 SRLN SSGA ACTIVE ETF TR 6,160.0 $247K 0.07% NEW $40.14 +0.1%
19 BBY BEST BUY INC Consumer Cyclical 3,767.0 $242K 0.07% NEW $64.20 +19.8%
20 XBI SPDR SERIES TRUST 1,597.0 $204K 0.06% NEW $127.71 +18.7%
Page 1 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.6%
Financial Services 17.5%
Communication Services 11.9%
Healthcare 9.5%
Consumer Cyclical 8.6%
Consumer Defensive 8.0%
Industrials 5.1%
Utilities 4.9%
Energy 1.6%
Real Estate 1.0%