StockDriftsStockDriftsTop 50 Sterling Investment Counsel, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 8.98% | 283.2K | $32.0M | -2.32%(-6.72K) | $97.98(+34.16%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 8.46% | 532.4K | $30.2M | +9.52%(+46.26K) | $57.12(-1.08%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 8.05% | 120.9K | $28.7M | -0.41%(-501) | $202.78(+38.39%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 7.06% | 854.4K | $25.2M | +19.15%(+137.32K) | $26.00(+25.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.31% | 60.6K | $15.4M | -7.15%(-4.67K) | $211.74(+34.21%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.76% | 198.9K | $13.4M | +3.21%(+6.19K) | $60.39(+21.32%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.59% | 32.1K | $9.2M | -4.47%(-1.50K) | $179.05(+116.93%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.38% | 68.3K | $8.5M | +4.41%(+2.89K) | $107.54(+28.43%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.25% | 46.1K | $8.0M | +3.61%(+1.61K) | $118.83(+65.37%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.14% | 11.7K | $7.6M | -3.00%(-361) | $620.46(+17.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.31% | +53.33% |
| Top 20 Holdings Unweighted | +16.11% | +56.55% |
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