Fund Holdings — Sterling Investment Counsel, LLC

Total Portfolio Value
$356.85M
Total Bought
$35.86M
Total Sold
$23.90M
Net Transaction
+$11.96M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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FIDELITY COVINGTON TRUST1,31034,567+33,2572947,1922.02%+6,897
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
717,100854,424+137,32421,19025,1977.06%+4,007
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
486,101532,358+46,25727,82430,1748.46%+2,350
ISHARES INC016,913+16,91301,0590.30%+1,059
ISHARES TR
0-5YR HI YL CP
17,02536,467+19,4427251,5430.43%+817
ISHARES INC
MSCI EMRG CHN
89,85993,313+3,4546,5317,3402.06%+809
VANGUARD INDEX FDS1,0982,405+1,3076321,4370.40%+805
ISHARES TR192,716198,909+6,19312,71913,4323.76%+713
GE VERNOVA INC(GEV)2,9783,039+611,9462,6530.74%+706
ISHARES TR07,160+7,16006960.20%+696
ISHARES TR65,40068,287+2,8877,8608,4892.38%+629
SELECT SECTOR SPDR TR
ST STR ENERG ETF
37,23837,148-901,6652,2760.64%+611
WALMART INC(WMT)35,45635,515+593,8524,4141.24%+561
ISHARES INC
MSCI JAPAN ETF
06,250+6,25005280.15%+528
ISHARES TR01,884+1,88404670.13%+467
GILEAD SCIENCES INC(GILD)6,5988,808+2,2108101,2280.34%+418
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,9381,779-1593126970.20%+385
ISHARES INC06,720+6,72003680.10%+368
EATON CORP PLC(ETN)4,8715,273+4021,5511,8860.53%+335
EDISON INTL(EIX)04,508+4,50803300.09%+330
CSX CORP(CSX)07,867+7,86703230.09%+323
AMERICAN ELEC PWR CO INC13,00813,020+121,3931,7070.48%+314
ANALOG DEVICES INC(ADI)4,9935,218+2251,3541,6600.47%+306
EQUINIX INC(EQIX)746890+1445728720.24%+301
ISHARES TR02,804+2,80402990.08%+299
ISHARES TR
US TREAS BD ETF
012,641+12,64102900.08%+290
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
03,763+3,76302850.08%+285
ISHARES TR
MSCI UK ETF NEW
05,982+5,98202730.08%+273
ISHARES INC04,990+4,99002650.07%+265
ISHARES TR05,133+5,13302630.07%+263
VANECK ETF TRUST
MRNGSTR WDE MOAT
02,670+2,67002580.07%+258
ISHARES TR
CORE MSCI EAFE
02,851+2,85102580.07%+258
COCA COLA CO(KO)39,92439,391-5332,7392,9960.84%+256
AMERICAN WTR WKS CO INC NEW01,849+1,84902520.07%+252
OIL DRI CORP AMER(ODC)03,854+3,85402510.07%+251
SSGA ACTIVE ETF TR
ST STR BL LN ETF
06,160+6,16002470.07%+247
BEST BUY INC(BBY)03,767+3,76702420.07%+242
SELECT SECTOR SPDR TR
ST STR MATER ETF
23,54826,040+2,4921,0681,3010.36%+233
MERCK & CO INC(MRK)12,89813,079+1811,3431,5730.44%+230
CITIZENS FINL GROUP INC(CFG)31,92532,304+3791,7321,9370.54%+205
SPDR SERIES TRUST
ST STR SP BIOT
01,597+1,59702040.06%+204
SERVICENOW INC(NOW)10,23016,940+6,7101,5671,7710.50%+204
EXELON CORP(EXC)04,085+4,08502000.06%+200
APPLIED MATLS INC1,8931,954+614826680.19%+186
VANGUARD WORLD FD9791,418+4393365210.15%+185
CHEVRON CORPORATION(CVX)3,7003,521-1795477280.20%+182
MICRON TECHNOLOGY INC(MU)8041,214+4102294100.11%+181
DEERE & CO(DE)1,5991,638+397449230.26%+178
CORNING INC(GLW)11,1828,512-2,6709791,1570.32%+178
INVESCO QQQ TR1,8172,228+4111,1161,2860.36%+170
MARATHON PETE CORP(MPC)1,7051,665-402384070.11%+169
JOHNSON & JOHNSON(JNJ)4,1064,151+458501,0150.28%+165
SCHWAB CHARLES CORP(SCHW)4,7306,692+1,9624736290.18%+156
FORD MTR CO(F)14,01625,468+11,4521392940.08%+155
TERAWULF INC(WULF)010,613+10,61301530.04%+153
VANGUARD INDEX FDS1,6972,372+6753204650.13%+145
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,3922,592+1,2002003440.10%+144
AT&T INC(T)20,90121,341+4404766190.17%+143
VANGUARD WORLD FD1,8912,556+6652363700.10%+134
CITIGROUP INC(C)13,44913,619+1701,4151,5450.43%+130
EXXON MOBIL CORP5,7254,703-1,0226737980.22%+125
VANGUARD INDEX FDS2,1562,536+3803494670.13%+119
PHILIP MORRIS INTL INC(PM)3,4383,203-2354145300.15%+116
CATERPILLAR INC(CAT)743761+184265390.15%+114
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
12,37714,297+1,9206267240.20%+98
EVA LIVE INC(GOAI)025,000+25,0000940.03%+94
PROLOGIS INC.(PLD)3,8563,732-1244084930.14%+86
EVERSOURCE ENERGY(ES)4,1504,592+4422383180.09%+80
VANECK ETF TRUST
URANI NUCLE ETF
8,2918,302+111,0301,1060.31%+76
DUKE ENERGY CORP NEW(DUK)3,5433,462-813824530.13%+72
ISHARES TR4,4674,957+4903984660.13%+68
CARDINAL HEALTH INC(CAH)11,36411,366+22,3352,4020.67%+66
MCDONALDS CORP(MCD)5,2665,303+371,5911,6480.46%+57
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
4,5645,826+1,2622242800.08%+56
HARTFORD INSURANCE GROUP INC(HIG)2,5702,490-802813370.09%+56
HCA HEALTHCARE INC(HCA)1,199867-3323604100.11%+50
TJX COS INC NEW(TJX)1,9051,746-1592302790.08%+49
VANGUARD INDEX FDS1,7081,781+733383870.11%+48
PEPSICO INC(PEP)4,1414,183+426056500.18%+45
UNITED PARCEL SVCS INC(UPS)3,3383,821+4833313760.11%+45
LINDE PLC(LIN)632624-82683090.09%+41
FIRSTENERGY CORP(FE)5,5965,183-4132232630.07%+40
SPDR GOLD TR(GLD)958964+63804150.12%+35
LITHIUM ARGENTINA AG(LAR)28,19728,19701571880.05%+31
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
6,7116,71102132420.07%+29
DOMINION ENERGY INC(D)4,3514,259-922342630.07%+29
CISCO SYS INC(CSCO)2,7163,052+3362092370.07%+28
QUANTA SVCS INC759485-2742402660.07%+26
M & T BK CORP(MTB)4,2124,214+28498710.24%+23
VANGUARD INTL EQUITY INDEX F2,8943,084+1902132320.06%+19
ISHARES TR2,5042,581+772432600.07%+17
VANGUARD WHITEHALL FDS2,8562,862+64104240.12%+14
ISHARES TR
CORE MSCI TOTAL
27,17926,708-4712,3002,3140.65%+14
NETFLIX INC.(NFLX)3,3903,407+173183280.09%+10
REGIONS FINANCIAL CORP NEW(RF)10,7379,987-7502532610.07%+8
ISHARES TR2,2112,21103123200.09%+8
UNUM GROUP(UNM)2,9443,043+992152220.06%+7
US BANCORP(USB)8,4047,862-5424024090.11%+7
PARKER-HANNIFIN CORP(PH)1,5461,492-541,3291,3360.37%+6
NVIDIA CORPORATION(NVDA)44,48546,091+1,6068,0328,0382.25%+6
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Sterling Investment Counsel, LLC — 13F Holdings — Q1 2026 | TickerTrail