StockDriftsStockDriftsTop 50 Sterling Investment Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 9.26% | 328.7K | $15.4M | +0.86%(+2.80K) | $46.21(+1.05%) | 2026-03-31 | |
| GLD | SPDR GOLD SHARES | 8.5% | 32.9K | $14.2M | -3.57%(-1.22K) | $153.07(+181.25%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 7.44% | 25.9K | $12.4M | -13.48%(-4.03K) | $251.27(+93.22%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC COM | 5.12% | 20.1K | $8.5M | +52.48%(+6.91K) | $460.33(-11.68%) | 2026-03-31 | |
| GE | GE AEROSPACE COM NEW | 4.45% | 26.1K | $7.4M | +0.74%(+191) | $222.51(+32.45%) | 2026-03-31 | |
| MCO | MOODYS CORP COM | 4.22% | 16.1K | $7.0M | +48.37%(+5.26K) | $436.91(+0.32%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 4.1% | 23.8K | $6.8M | -0.77%(-184) | $124.86(+219.59%) | 2026-03-31 | |
| V | VISA INC COM CL A | 3.94% | 21.8K | $6.6M | +22.02%(+3.93K) | $277.70(+15.34%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.31% | 14.9K | $5.5M | +2.98%(+432) | $240.08(+68.78%) | 2026-03-31 | |
| AMLP | ALERIAN MLP ETF | 3.09% | 98.0K | $5.2M | -2.71%(-2.73K) | $46.14(+15.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.63% | +28.19% |
| Top 20 Holdings Unweighted | +8.52% | +27.80% |
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