Current Market Value 151,029,286
Current Holdings 56
Most Recent File Date 2025-07-30
Total Filings on Record 52
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sterling Investment Management, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-30 2025-06-30 13F-HR 56 151,029
2025-04-15 2025-03-31 13F-HR 54 140,467
2025-01-17 2024-12-31 13F-HR 56 127,369
2024-10-21 2024-09-30 13F-HR 57 131,809
2024-07-26 2024-06-30 13F-HR 58 131,597
2024-04-22 2024-03-31 13F-HR 62 141,834
2024-01-18 2023-12-31 13F-HR 64 136,343
2023-10-11 2023-09-30 13F-HR 52 112,475
2023-07-12 2023-06-30 13F-HR 60 126,039
2023-04-28 2023-03-31 13F-HR 60 125,589
2023-01-12 2022-12-31 13F-HR 61 124,481
2022-10-25 2022-09-30 13F-HR 60 118,613
2022-07-06 2022-06-30 13F-HR 69 120,249
2022-05-12 2022-03-31 13F-HR 71 142,164
2022-01-21 2021-12-31 13F-HR 70 160,564
2021-11-04 2021-09-30 13F-HR 69 156,892
2021-08-05 2021-06-30 13F-HR 63 152,549
2021-04-19 2021-03-31 13F-HR 57 146,172
2021-01-22 2020-12-31 13F-HR 58 140,948
2020-10-28 2020-09-30 13F-HR 62 133,846
2020-07-14 2020-06-30 13F-HR 58 129,291
2020-04-22 2020-03-31 13F-HR 63 114,623
2020-01-31 2019-12-31 13F-HR 63 150,673
2019-10-23 2019-09-30 13F-HR 61 136,823
2019-07-24 2019-06-30 13F-HR 59 129,245
2019-04-24 2019-03-31 13F-HR 60 129,078
2019-01-17 2018-12-31 13F-HR 56 119,630
2018-10-25 2018-09-30 13F-HR 60 137,688
2018-08-08 2018-06-30 13F-HR 59 128,900
2018-04-24 2018-03-31 13F-HR 55 123,856
2018-01-17 2017-12-31 13F-HR 55 93,798
2017-10-16 2017-09-30 13F-HR 47 73,641
2017-07-27 2017-06-30 13F-HR 47 75,727
2017-05-01 2017-03-31 13F-HR 46 71,499
2017-02-17 2016-12-31 13F-HR/A 1 R 43 70,031
2017-01-23 2016-12-31 13F-HR 43 70,031
2016-10-25 2016-09-30 13F-HR 44 68,335
2016-08-08 2016-06-30 13F-HR/A 1 R 49 73,057
2016-08-04 2016-06-30 13F-HR 49 84,569
2016-05-04 2016-03-31 13F-HR 49 73,511
2016-01-27 2015-12-31 13F-HR 60 115,457
2015-11-03 2015-09-30 13F-HR 69 127,129
2015-07-22 2015-06-30 13F-HR 67 132,804
2015-04-28 2015-03-31 13F-HR 73 141,613
2015-01-28 2014-12-31 13F-HR 0 0
2014-10-28 2014-09-30 13F-HR 67 142,969
2014-07-30 2014-06-30 13F-HR 64 142,287
2014-05-07 2014-03-31 13F-HR 57 136,131
2014-01-31 2013-12-31 13F-HR 54 138,923
2013-11-27 2013-09-30 13F-HR/A 1 N 52 142,675
2013-11-01 2013-09-30 13F-HR 52 170,301
2013-07-18 2013-06-30 13F-HR 51 140,886