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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001509873

STERLING INVESTMENT MANAGEMENT, LLC

TUCSON, AZ · File #028-14058

Latest AUM
$176.3M
Positions
69
Top-10 Concentration
53.6%
Filings
12

Sector Allocation

Financials
10.6%$18.7M
Technology
6.2%$11.0M
Healthcare
4.6%$8.1M
Industrials
3.3%$5.9M
Energy
2.3%$4.1M
Real Estate
0.7%$1.2M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771325,874$15.3M9.09%
2BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A29,912$15.0M8.91%
3SPDR GOLD SHARESGLD34,164$13.5M8.02%
4GE AEROSPACE COM NEW36960430125,928$8.0M4.73%
5ALPHABET INC CAP STK CL CGOOG24,007$7.5M4.46%
6MICROSOFT CORP COMMSFT14,497$7.0M4.15%
7S&P GLOBAL INC COMSPGI13,171$6.9M4.08%
8VISA INC COM CL AV17,832$6.3M3.71%
9MOODYS CORP COMMCO10,869$5.6M3.29%
10BERKSHIRE HATHAWAY INC DEL CL ABRK-A7$5.3M3.13%
11PEPSICO INC COMPEP33,705$4.8M2.87%
12ALERIAN MLP ETF00162Q452100,723$4.7M2.81%
13VANGUARD SHORT-TERM BOND ETF92193782755,849$4.4M2.61%
14CANADIAN PACIFIC KANSAS CITY COMCP51,018$3.8M2.23%
15WALMART INC COMWMT31,207$3.5M2.06%
16CAMECO CORP COMCCJ34,553$3.2M1.87%
17CANADIAN NATL RY CO COM13637510231,660$3.1M1.85%
18VANGUARD 0-3 MONTH TREASURY BILL ETF92204084539,433$3.0M1.76%
19VANGUARD INTERMEDIATE-TERM BOND ETF92193781937,618$2.9M1.74%
20GOLDMAN SACHS GROUP INC COMGSCE3,039$2.7M1.58%