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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 9 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CRWD CROWDSTRIKE HLDGS INC Technology 680.0 $265K 0.07% $390.41 +77.7%
162 EPP ISHARES INC 4,990.0 $265K 0.07% NEW $53.14 +0.2%
163 D DOMINION ENERGY INC Utilities 4,259.0 $263K 0.07% -92.0 -2.1% $61.82 +12.5%
164 USIG ISHARES TR 5,133.0 $263K 0.07% NEW $51.23 +0.5%
165 FE FIRSTENERGY CORP Utilities 5,183.0 $263K 0.07% -413.0 -7.4% $50.66 -4.4%
166 RF REGIONS FINANCIAL CORP NEW Financial Services 9,987.0 $261K 0.07% -750.0 -7.0% $26.12 +14.9%
167 IJK ISHARES TR 2,581.0 $260K 0.07% +77.0 +3.1% $100.62 +14.8%
168 MOAT VANECK ETF TRUST 2,670.0 $258K 0.07% NEW $96.70 +7.0%
169 IEFA ISHARES TR 2,851.0 $258K 0.07% NEW $90.53 +5.9%
170 TMUS T-MOBILE US INC Communication Services 1,226.0 $257K 0.07% -246.0 -16.7% $210.03 -13.4%
171 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,849.0 $252K 0.07% NEW $136.09 -3.2%
172 ODC OIL DRI CORP AMER Basic Materials 3,854.0 $251K 0.07% NEW $65.09 +56.5%
173 SRLN SSGA ACTIVE ETF TR 6,160.0 $247K 0.07% NEW $40.14 +0.2%
174 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,665.0 $246K 0.07% $52.76 -11.7%
175 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 6,711.0 $242K 0.07% $36.12 +2.5%
176 ACWX ISHARES TR 3,533.0 $242K 0.07% $68.47 +9.9%
177 BBY BEST BUY INC Consumer Cyclical 3,767.0 $242K 0.07% NEW $64.20 +21.6%
178 CSCO CISCO SYS INC Technology 3,052.0 $237K 0.07% +336.0 +12.4% $77.59 +47.8%
179 VTI VANGUARD INDEX FDS 738.0 $237K 0.07% $320.78 +13.4%
180 VEU VANGUARD INTL EQUITY INDEX F 3,084.0 $232K 0.07% +190.0 +6.6% $75.10 +10.5%
Page 9 of 10  ·  196 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%