Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sterling Investment Advisors, Ltd. (CIK 1701132) reported $598.7M across 225 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($37.9M, 6.33%), DVY ($23.5M, 3.93%), JFLX ($22.8M, 3.81%), GOOGL ($18.4M, 3.07%), CRWD ($17.8M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple, Inc. | $37.9M | 6.33% | 130,967 | Trimmed |
| 2 | DVY | iShares Flexible Income Active ETF | $23.5M | 3.93% | 305,312 | Added |
| 3 | JFLX | JPMorgan Flexible Debt ETF | $22.8M | 3.81% | 452,085 | Added |
| 4 | GOOGL | Alphabet, Inc. A | $18.4M | 3.07% | 51,497 | Trimmed |
| 5 | CRWD | CrowdStrike Holdings, Inc. | $17.8M | 2.97% | 23,261 | Trimmed |
| 6 | AMZN | Amazon.com, Inc. | $16.9M | 2.83% | 71,018 | Trimmed |
| 7 | NVDA | Nvidia Corp. | $16.4M | 2.74% | 82,085 | Added |
| 8 | SPSM | iShares Core S&P Small-Cap ETF | $11.8M | 1.98% | 79,744 | Trimmed |
| 9 | KMI | Kinder Morgan, Inc. | $11.5M | 1.91% | 358,543 | Trimmed |
| 10 | GMED | Globus Medical, Inc. | $11.4M | 1.90% | 144,023 | Hold |
| 11 | MSFT | Microsoft Corp. | $11.0M | 1.83% | 29,406 | Added |
| 12 | GS | Goldman Sachs Group, Inc. | $10.6M | 1.76% | 10,444 | Trimmed |
| 13 | GDX | VanEck Gold Miners ETF | $10.2M | 1.71% | 135,538 | Trimmed |
| 14 | GLD | SPDR Gold MiniShares ETF | $9.3M | 1.56% | 115,207 | Added |
| 15 | JEPI | JPMorgan Equity Premium Income ETF | $8.3M | 1.39% | 147,147 | Added |
| 16 | COST | Costco Wholesale Corp. | $8.1M | 1.35% | 8,656 | Trimmed |
| 17 | UTG | Reaves Utility Income Fund | $7.7M | 1.29% | 189,654 | Trimmed |
| 18 | VRT | Vertiv Holdings Co. | $7.7M | 1.28% | 22,935 | Added |
| 19 | JPM | J.P. Morgan Chase & Co. | $7.3M | 1.21% | 22,209 | Trimmed |
| 20 | HD | The Home Depot, Inc. | $7.1M | 1.19% | 20,262 | Added |
| 21 | LMT | Lockheed Martin Corp. | $7.1M | 1.18% | 13,908 | Added |
| 22 | V | Visa, Inc. | $7.1M | 1.18% | 20,668 | Trimmed |
| 23 | JNJ | Johnson & Johnson | $6.7M | 1.13% | 26,524 | Hold |
| 24 | AMLP | Alerian MLP ETF | $6.7M | 1.12% | 129,258 | Trimmed |
| 25 | MUB | iShares S&P National Muni Bond ETF | $6.7M | 1.12% | 62,389 | Added |
Source: SEC Form 13F filings · as of 2026-06-30