Long-term investor
Sterling Investment Counsel, LLC @sterlinginvestmentcounse
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001925853).
Record
- Tracked since 2025-06-30 (434 days), 247 trades recorded
- Returns: week n/a · month n/a · 90 days +13.7% · 6 months +12.8% · 1 year +22.6% · all +22.6%
- Max drawdown -2.0% · Sharpe 1.14 · win rate 6% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVW · 9.3% · long · since 2025-06-30
- QQQM · 8.8% · long · since 2025-06-30
- JEPI · 7.3% · long · since 2025-06-30
- CGXU · 7.1% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- IJH · 3.7% · long · since 2025-06-30
- JTNY · 3.0% · long · since 2026-06-30
- GOOGL · 2.7% · long · since 2025-06-30
- IJR · 2.4% · long · since 2025-06-30
- FTEC · 2.4% · long · since 2025-12-31
- NVDA · 2.3% · long · since 2025-06-30
- EMXC · 2.3% · long · since 2025-06-30