Sterling Investment Counsel, LLC

All 13F Filings

Location
Buffalo, NY
Most recent 13F
Q3 2026
Holdings value ($000)
436,874
Description
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Website
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Founded
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Chairman
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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 10/19/2026 194 436,874 13F-HR Sterling Investment Counsel, LLC
Q2 2026 7/20/2026 197 424,849 13F-HR Sterling Investment Counsel, LLC
Q1 2026 4/16/2026 196 356,851 13F-HR Sterling Investment Counsel, LLC
Q4 2025 1/27/2026 187 349,007 13F-HR Sterling Investment Counsel, LLC
Q3 2025 10/21/2025 130 311,930 13F-HR Sterling Investment Counsel, LLC
Q2 2025 7/21/2025 140 170,549 13F-HR Sterling Investment Counsel, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 213.1 K 48.8% 6.693 K 0 6.693 K
ETFs 223.8 K 51.2% 5.387 K 0 5.387 K
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Fund Snapshot

Q3 2026
Latest filed
10/19/2026
Total value ($000)
436,874
Holdings
194
QoQ value change ($000)
12,025 (2.8%)
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.