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Portfolio (Quarterly) Guide ↗

Sterling Investment Counsel, LLC

· CIK 0001925853
13F Portfolio $425M AUM 197 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 70 Added 62 Reduced 10 Exited
Page 9 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JNK SPDR SERIES TRUST 2,895.0 $279K 0.07% +39.0 +1.4% $96.37 -0.2%
162 IWS ISHARES TR 1,688.0 $278K 0.07% -356.0 -17.4% $164.60 +4.5%
163 GOVT ISHARES TR 12,182.0 $278K 0.07% -459.0 -3.6% $22.78 -1.0%
164 BNDX VANGUARD CHARLOTTE FDS 5,678.0 $275K 0.07% -148.0 -2.5% $48.43 -1.4%
165 ACWX ISHARES TR 3,610.0 $275K 0.07% +77.0 +2.2% $76.11 +2.2%
166 JEPQ J P MORGAN EXCHANGE TRADED F 4,460.0 $274K 0.07% NEW $61.46 -2.2%
167 UNM UNUM GROUP Financial Services 3,043.0 $272K 0.06% $89.40 +3.9%
168 IEFA ISHARES TR 2,722.0 $263K 0.06% -129.0 -4.5% $96.58 +4.2%
169 TJX TJX COS INC NEW Consumer Cyclical 1,731.0 $262K 0.06% -15.0 -0.9% $151.50 -10.9%
170 ITOT ISHARES TR 1,586.0 $261K 0.06% +56.0 +3.7% $164.25 +2.7%
171 MKL MARKEL GROUP INC Financial Services 132.0 $258K 0.06% +18.0 +15.8% $1953.01 -7.0%
172 USIG ISHARES TR 4,943.0 $254K 0.06% -190.0 -3.7% $51.29 -1.5%
173 XBI SPDR SERIES TRUST 1,599.0 $253K 0.06% $158.25 +6.3%
174 SPYV SPDR SERIES TRUST 4,107.0 $250K 0.06% -863.0 -17.4% $60.79 +4.6%
175 SRLN SSGA ACTIVE ETF TR 6,160.0 $248K 0.06% $40.29 +1.1%
176 BBY BEST BUY INC Consumer Cyclical 3,249.0 $247K 0.06% -518.0 -13.8% $75.88 +10.2%
177 FE FIRSTENERGY CORP Utilities 5,183.0 $246K 0.06% $47.54 -3.0%
178 QUAL ISHARES TR 1,123.0 $246K 0.06% -1K -47.7% $219.36 +2.2%
179 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,368.0 $245K 0.06% NEW $33.29 +37.1%
180 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 6,711.0 $245K 0.06% $36.49 +6.4%
Page 9 of 10  ·  197 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 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%