Sterling Investment Counsel, LLC has recently submitted its 13F-HR filing, revealing a total of $436.87 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategy and highlights its positions in various companies. The report showcases Sterling's active role in the investment management sector, particularly in high-growth industries.
The firm, based in Buffalo, New York, has been consistently filing 13F reports, indicating its commitment to transparency in its investment activities. The latest filing, with accession number 0002085853-26-001234, was submitted on October 19, 2026. This report reflects the competitive landscape of investment management, especially among firms focusing on technology and healthcare sectors.
Background
Sterling Investment Counsel, LLC is an investment management firm incorporated in New York. The company primarily focuses on managing assets for clients, which include individuals and institutions. The firm has been active in filing various reports with the SEC, including multiple 13F-HR submissions throughout the year. Its recent filings show a consistent approach to managing investments and adapting to market changes.
What the Filing Says
The 13F-HR filing reveals that Sterling Investment Counsel has a total of 194 positions in various companies. The total value of these holdings amounts to $436,874,313. Notably, the report includes significant investments in major companies like Apple Inc., Amazon.com Inc., and Alphabet Inc., indicating a strategic focus on high-growth sectors.
Impact
This filing may affect various stakeholders, including clients, competitors, and the broader investment management industry. Clients can gain insights into Sterling's investment strategy, while competitors may analyze Sterling's holdings to inform their own strategies. The report also highlights the ongoing competition among investment firms to secure positions in high-performing companies.
What's Next
The filing does not specify what happens next for Sterling Investment Counsel. However, the firm is expected to continue monitoring its investments and may file additional reports in the future as it adjusts its portfolio in response to market conditions.