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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 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EXC EXELON CORP Utilities 4,085.0 $200K 0.06% NEW $49.02 -4.6%
22 WULF TERAWULF INC Financial Services 10,613.0 $153K 0.04% NEW $14.43 +80.6%
23 EVA LIVE INC 25,000.0 $94K 0.03% NEW $3.75
Page 2 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%