Long-term investor
Sterling Investment Management, LLC @sterlinginvestmentmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001509873).
Record
- Tracked since 2025-06-30 (454 days), 91 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +868.2% · all +868.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92206C771 · 8.2% · long · since 2025-06-30
- BRK-B · 6.7% · long · since 2025-06-30
- GLD · 6.5% · long · since 2025-06-30
- 369604301 · 5.6% · long · since 2025-06-30
- 47103U845 · 4.9% · long · since 2026-06-30
- SPGI · 4.4% · long · since 2025-06-30
- 74349Y753 · 4.2% · long · since 2025-06-30
- MCO · 3.9% · long · since 2025-06-30
- V · 3.9% · long · since 2025-06-30
- 81369Y506 · 3.4% · long · since 2026-06-30
- 02079K107 · 3.2% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30