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Sterling Investment Management - Q1 2026 13F Filings

ST

Sterling Investment Management, LLC

CIK: 0001509873
Address: Arizona Tucson 6262 N. Swan Road, Suite 210
$166.73 M
Portfolio Value
65
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/01/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SPGI S&P Global
+$2.94 M
2. MCO Moody's Corporation
+$2.29 M
3. WM Waste Management
+$1.9 M
4. UBER Uber Technologies
+$1.45 M
5. VTI Vanguard Total Stock Market Etf
+$1.37 M

Top Sells

Q1 2026
1. CNI Canadian National Railway Company
−$2.97 M
2. GS The Goldman Sachs Group
−$2.09 M
3. TMO Thermo Fisher Scientific
−$1.96 M
4. ABBV Abbvie
−$1.59 M
5. WFC Wells Fargo & Company
−$1.4 M

Asset Allocation

Stocks/ETFs
-4.55%
$150.37 M 90.19%
Options
$0 0.00%
Debt
$0 0.00%
Other
-12.93%
$16.36 M 9.81%

Sector Allocation (Stocks)

Sterling Investment Management Q1 2026 Filing Summary

Sterling Investment Management, LLC filed its 13F report for Q1 2026 on May 01, 2026. The portfolio totaled 166.73 M reflecting a -5.45% change from the prior quarter, spanning 65 assets. The top 10 holdings comprised 54.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 10 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Sterling Investment Management’s Q1 2026 Filing

Sterling Investment Management submitted their Form 13F-HR for the Q1 2026 period on 05/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Sterling Investment Management reported a managed portfolio value of 166.73 M, consisting of 65 individual positions.

This page displays the raw filing documents. To see which stocks Sterling Investment Management bought or sold during Q1 2026, please visit Sterling Investment Management's Portfolio Analysis page.