Sterling Manor Financial, LLC has revealed its latest investment holdings in a recent SEC filing, indicating a total value of $172,745,260 as of September 30, 2026. This significant disclosure is vital as it provides insights into the company's investment strategies and positions within the financial services industry.
The filing, dated October 21, 2026, reflects the company's ongoing commitment to transparency and compliance with SEC regulations. The data shared in the filing is important for stakeholders and analysts who monitor investment trends and market movements.
Background
Sterling Manor Financial, LLC, based in Saratoga Springs, New York, is classified under the SEC as an entity type of 'other.' The company has been active in filing its 13F-HR forms, with the latest submission being its third of 2026. Previous filings were made on April 13 and January 7 of this year.
What the Filing Says
The recent filing includes a summary page that lists a total of 37 entries, showcasing a diverse portfolio. The document states, "The total value of the holdings is $172,745,260," reflecting the company's investment strategy and the performance of its asset management activities.
Impact
This filing may have implications for various stakeholders, including investors, analysts, and competitors in the financial services sector. The detailed breakdown of holdings allows for a better understanding of market trends and investment behaviors, particularly in relation to major companies such as Apple, Amazon, and Microsoft, which are among the top holdings reported.
What's Next
The filing does not specify what actions Sterling Manor Financial will take next regarding its investment strategy or any upcoming disclosures.
Source: SEC Accession Number 0002085853-26-001260