STERLING INVESTMENT MANAGEMENT, LLC
All 13F Filings
- Location
- Tucson, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 184,319
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 75 | 184,319 | 13F-HR | STERLING INVESTMENT MANAGEMENT, LLC |
| Q2 2026 | 7/21/2026 | 66 | 182,329 | 13F-HR | STERLING INVESTMENT MANAGEMENT, LLC |
| Q1 2026 | 5/1/2026 | 65 | 166,732 | 13F-HR | STERLING INVESTMENT MANAGEMENT, LLC |
| Q4 2025 | 2/3/2026 | 69 | 176,336 | 13F-HR | STERLING INVESTMENT MANAGEMENT, LLC |
| Q3 2025 | 10/20/2025 | 66 | 166,483 | 13F-HR | STERLING INVESTMENT MANAGEMENT, LLC |
| Q2 2025 | 7/30/2025 | 56 | 151,029 | 13F-HR | STERLING INVESTMENT MANAGEMENT, LLC |
| Q2 2014 | 7/30/2014 | 64 | 142,287 | 13F-HR | Sterling Investment Management, Inc. |
| Q1 2014 | 5/7/2014 | 57 | 136,131 | 13F-HR | Sterling Investment Management, Inc. |
| Q4 2013 | 1/31/2014 | 54 | 138,923 | 13F-HR | Sterling Investment Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 106.5 K | 57.8% | 5.875 K | 0 | 5.875 K |
| ETFs | 77.86 K | 42.2% | 0 | 3.885 K | -3.885 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
184,319
Holdings
75
QoQ value change ($000)
1,990
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.