Fund HoldingsSterling Investment Counsel, LLC

Total Portfolio Value
$174.52M
Total Bought
$12.91M
Total Sold
$18.24M
Net Transaction
-$5.34M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES INC
MSCI EMRG CHN
086,112+86,11204,2912.46%+4,291
TESLA INC(TSLA)2,1605,193+3,0335661,2990.74%+734
ANALOG DEVICES INC(ADI)02,261+2,26103960.23%+396
ALPHABET INC(GOOG)30,96031,213+2533,7064,0852.34%+379
ISHARES TR8,91116,249+7,3384758290.48%+355
PROLOGIS INC.(PLD)4,6187,945+3,3275668920.51%+325
EXTRA SPACE STORAGE INC(EXR)02,641+2,64103210.18%+321
UNITED PARCEL SERVICE INC(UPS)03,332+3,33205190.30%+519
ISHARES TR02,681+2,68102210.13%+221
AUTOMATIC DATA PROCESSING IN0885+88502130.12%+213
GILEAD SCIENCES INC(GILD)05,561+5,56104170.24%+417
CME GROUP INC(CME)01,050+1,05002100.12%+210
VANGUARD WORLD FD01,986+1,98602010.12%+201
SPDR SER TR
SP O&G EXPL PRO
01,361+1,36102010.12%+201
COMCAST CORP NEW(CCZ)04,525+4,52502010.11%+201
CATERPILLAR INC(CAT)0734+73402000.11%+200
ABBVIE INC(ABBV)3,9764,866+8905367250.42%+190
SELECT SECTOR SPDR TR
ST STR ENERG ETF
7,6308,935+1,3056198080.46%+188
UNITEDHEALTH GROUP INC(UNH)3,1453,237+921,5121,6320.94%+120
ALPHABET INC(GOOG)10,07310,008-651,2191,3200.76%+101
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
92,09097,649+5,5593,5033,5942.06%+91
WALMART INC(WMT)10,23510,607+3721,6091,6960.97%+88
EATON CORP PLC(ETN)2,0272,290+2634084880.28%+81
ELI LILLY & CO(LLY)1,1501,15005396180.35%+78
MARATHON PETE CORP(MPC)02,225+2,22503370.19%+337
BLACKROCK INC(BLK)0572+57203700.21%+370
NVIDIA CORPORATION(NVDA)2,1002,196+968889550.55%+67
SELECT SECTOR SPDR TR
ST STR MATER ETF
4,3165,383+1,0673584230.24%+65
AMGEN INC(AMGN)1,7761,687-893944530.26%+59
COSTCO WHSL CORP NEW(COST)1,8421,84209921,0410.60%+49
SERVICENOW INC(NOW)1,2141,297+836827250.42%+43
INTERNATIONAL PAPER CO(IP)08,565+8,56503040.17%+304
THERMO FISHER SCIENTIFIC INC(TMO)1,4961,621+1257818210.47%+40
CHEVRON CORP NEW(CVX)3,8963,858-386136510.37%+38
VANGUARD INDEX FDS0780+78003060.18%+306
VANGUARD WORLD FD01,153+1,15302620.15%+262
EXXON MOBIL CORP3,3353,334-13583920.22%+34
CISCO SYS INC(CSCO)17,45617,412-449039360.54%+33
CONSTELLATION BRANDS INC(STZ)2,1022,188+865175500.32%+33
CITIZENS FINL GROUP INC(CFG)08,743+8,74302340.13%+234
META PLATFORMS INC(META)3,2583,215-439359650.55%+30
US BANCORP DEL(USB)07,690+7,69002540.15%+254
AT&T INC(T)014,116+14,11602120.12%+212
VERIZON COMMUNICATIONS INC(VZ)08,542+8,54202770.16%+277
EMERSON ELEC CO(EMR)03,555+3,55503430.20%+343
MARKEL GROUP INC(MKL)26726703693930.23%+24
CINCINNATI FINL CORP(CINF)4,5954,59504474700.27%+23
INTERNATIONAL BUSINESS MACHS(IBM)01,772+1,77202490.14%+249
ISHARES TR
0-5YR HI YL CP
14,58815,141+5536056210.36%+17
ARES CAPITAL CORP(ARCC)18,66018,845+1853513670.21%+16
MONDELEZ INTL INC(MDLZ)4,8495,317+4683543690.21%+15
WILLIAMS COS INC(WMB)07,617+7,61702570.15%+257
BLACKSTONE INC(BX)7,8806,980-9007337480.43%+15
METLIFE INC(MET)04,135+4,13502600.15%+260
ISHARES TR
CYBERSECURITY
13,72013,818+985195320.30%+13
TRANE TECHNOLOGIES PLC(TT)01,088+1,08802210.13%+221
BANK AMERICA CORP29,77831,634+1,8568548660.50%+12
PARKER-HANNIFIN CORP(PH)1,0941,123+294274370.25%+11
PAYCHEX INC(PAYX)02,430+2,43002800.16%+280
DANAHER CORPORATION(DHR)01,002+1,00202490.14%+249
GENUINE PARTS CO(GPC)01,529+1,52902210.13%+221
ISHARES TR03,378+3,37803460.20%+346
GRAHAM HLDGS CO(GHC)0440+44002570.15%+257
NIKOLA CORP024,147+24,1470380.02%+38
ZOETIS INC(ZTS)01,428+1,42802480.14%+248
VANGUARD INDEX FDS01,714+1,71402730.16%+273
ACCENTURE PLC IRELAND
SHS CLASS A
0683+68302100.12%+210
MASTERCARD INCORPORATED(MA)1,8441,829-157257240.41%-1
STRYKER CORPORATION(SYK)1,2911,427+1363943900.22%-4
22ND CENTY GROUP INC000000
ENTERGY CORP NEW(ETR)02,450+2,45002270.13%+227
DUKE ENERGY CORP NEW(DUK)03,501+3,50103090.18%+309
HARTFORD FINL SVCS GROUP INC(HIG)04,800+4,80003400.20%+340
SPDR SER TR
ST BLOO HIGH ETF
03,215+3,21502910.17%+291
ISHARES TR01,074+1,07402150.12%+215
VANGUARD INDEX FDS01,886+1,88602600.15%+260
ISHARES TR01,794+1,79402190.13%+219
PALO ALTO NETWORKS INC(PANW)3,9904,312+3221,0191,0110.58%-9
FIFTH THIRD BANCORP(FITB)010,178+10,17802580.15%+258
ISHARES TR2,1032,104+17277180.41%-9
WISDOMTREE TR(WT)010,748+10,74803030.17%+303
VANGUARD WORLD FDS
HEALTH CAR ETF
01,056+1,05602480.14%+248
ALTRIA GROUP INC(MO)8,2708,637+3673753630.21%-11
M & T BK CORP(MTB)01,804+1,80402280.13%+228
ISHARES TR
MSCI USA QLT FCT
2,7142,669-453663520.20%-14
ISHARES TR02,809+2,80902030.12%+203
NORTHROP GRUMMAN CORP(NOC)94794704324170.24%-15
GLOBAL X FDS
S&P 500 CATHOLIC
05,500+5,50002880.16%+288
CINTAS CORP(CTAS)96196104784620.26%-15
PHILIP MORRIS INTL INC(PM)03,366+3,36603120.18%+312
SPDR SER TR
ST STR P500VAL
08,106+8,10603340.19%+334
SPDR DOW JONES INDL AVERAGE(DIA)1,9571,95706736560.38%-17
ISHARES TR02,851+2,85103130.18%+313
VANGUARD SPECIALIZED FUNDS2,4712,47104013840.22%-17
JPMORGAN CHASE & CO(JPM)10,46310,366-971,5221,5030.86%-19
HOME DEPOT INC(HD)3,4603,493+331,0751,0550.60%-19
SONOCO PRODS CO(SON)05,135+5,13502790.16%+279
DEERE & CO(DE)1,1231,140+174554300.25%-25
APPLIED MATLS INC3,1353,075-604534260.24%-27
VANGUARD WORLD FDS
INF TECH ETF
1,0171,01704504220.24%-28
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