Sterling Investment Counsel, LLC
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$356.9M
Holdings
195
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVW
ISHARES TR
Q1 2026: Sold 99.4% (289.9k → 1.8k shares)
9.0%
02
$JEPI
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 486.1k shares)
8.5%
03
$QQQM
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 121.4k shares)
8.1%
04
$CGXU
CAPITAL GROUP INTL FOCUS EQT
Q1 2026: Exited (was 717.1k shares)
7.1%
05
$AAPL
APPLE INC
Q1 2026: Sold 95.6% (65.3k → 2.9k shares)
4.3%
06
$IJH
ISHARES TR
Q1 2026: Exited (was 192.7k shares)
3.8%
07
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 33.6k shares)
2.6%
08
$IJR
ISHARES TR
Q1 2026: Exited (was 65.4k shares)
2.4%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 89.5% (44.5k → 4.7k shares)
2.3%
10
$IVV
ISHARES TR
Q1 2026: Exited (was 12.0k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:18 UTC.