Sterling Investment Counsel, LLC
Sterling Investment Counsel, LLC reported 197 positions worth $424.8M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: IVW (9.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVW | SH | $39.6M | 9.32% | 287,866 | — | — | |
| ▸ 2 | QQQM | SH | $37.2M | 8.76% | 122,854 | — | — | |
| ▸ 3 | JEPI | SH | $31.1M | 7.33% | 551,241 | — | — | |
| ▸ 4 | CGXU | SH | $30.3M | 7.14% | 876,583 | — | — | |
| ▸ 5 | AAPL | SH | $17.1M | 4.03% | 59,160 | — | — | |
| ▸ 6 | IJH | SH | $15.6M | 3.68% | 202,585 | — | — | |
| ▸ 7 | JTNY | SH | $12.7M | 3.00% | 253,686 | — | — | |
| ▸ 8 | GOOGL | SH | $11.5M | 2.70% | 32,127 | — | — | |
| ▸ 9 | IJR | SH | $10.3M | 2.42% | 69,218 | — | — | |
| ▸ 10 | FTEC | SH | $10.1M | 2.39% | 35,541 | — | — |
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Frequently Asked Questions
What stocks does Sterling Investment Counsel, LLC hold as of Q2 2026?
Sterling Investment Counsel, LLC reported 197 positions worth $424.8M in its Q2 2026 13F filing. Largest positions: IVW (9.3%), QQQM (8.8%), JEPI (7.3%), CGXU (7.1%) and AAPL (4.0%).
What did Sterling Investment Counsel, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sterling Investment Counsel, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.