Institutions / Sterling Investment Advisors, Ltd.
Sterling Investment Advisors, Ltd.
CIK 1701132 · Institution · as of Dec 31, 2025
Portfolio value
$542.91M
Positions
211
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 211 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $36.65M | 6.8% |
| JPMorgan Flexible Debt ETF | $20.79M | 3.8% |
| Alphabet Inc. | $17.31M | 3.2% |
| Amazon.com Inc | $16.75M | 3.1% |
| NVIDIA Corp | $15.07M | 2.8% |
| VanEck Gold Miners ETF | $12.86M | 2.4% |
| Microsoft Corp | $12.63M | 2.3% |
| Globus Medical Inc | $12.57M | 2.3% |
| Kinder Morgan, Inc. | $12.34M | 2.3% |
| SPDR Gold Trust ETF | $11.02M | 2.0% |
| CrowdStrike Holdings, Inc. | $10.82M | 2.0% |
| iShares Select Dividend ETF | $10.09M | 1.9% |
| The Goldman Sachs Group, Inc. | $9.96M | 1.8% |
| iShares Core S&P Small-Cap ETF | $9.82M | 1.8% |
| Costco Wholesale Corp /New | $8.19M | 1.5% |
| JPMorgan Chase & Co | $7.86M | 1.4% |
| JPMorgan Equity Premium Income ETF | $7.52M | 1.4% |
| Visa Inc | $7.52M | 1.4% |
| Lockheed Martin Corp | $7.33M | 1.3% |
| KKR & Co. Inc. | $7.20M | 1.3% |
| Home Depot, Inc. | $7.02M | 1.3% |
| Reaves Utility Income FundUTG | $6.93M | 1.3% |
| Meta Platforms Inc | $6.23M | 1.1% |
| Alerian MLP ETF | $5.91M | 1.1% |
| Alphabet Inc. | $5.86M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.