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 $552.4M across 209 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($33.6M, 6.09%), JCPI ($21.5M, 3.90%), DVY ($20.8M, 3.77%), GOOGL ($15.1M, 2.73%), AMZN ($15.0M, 2.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple, Inc. | $33.6M | 6.09% | 132,495 | Trimmed |
| 2 | JCPI | JPMorgan Flexible Debt ETF | $21.5M | 3.90% | 433,541 | Added |
| 3 | DVY | iShares Select Dividend ETF | $20.8M | 3.77% | 266,000 | Added |
| 4 | GOOGL | Alphabet, Inc. A | $15.1M | 2.73% | 52,480 | Trimmed |
| 5 | AMZN | Amazon.com, Inc. | $15.0M | 2.72% | 72,218 | Trimmed |
| 6 | NVDA | Nvidia Corp. | $14.1M | 2.55% | 80,639 | Trimmed |
| 7 | KMI | Kinder Morgan, Inc. | $14.0M | 2.54% | 418,709 | Trimmed |
| 8 | GDX | VanEck Gold Miners ETF | $12.5M | 2.27% | 136,338 | Trimmed |
| 9 | GMED | Globus Medical, Inc. | $12.4M | 2.25% | 144,023 | Hold |
| 10 | GLD | SPDR Gold MiniShares ETF | $10.8M | 1.96% | 114,915 | Trimmed |
| 11 | MSFT | Microsoft Corp. | $10.7M | 1.94% | 28,891 | Added |
| 12 | SPSM | iShares Core S&P Small-Cap ETF | $10.0M | 1.81% | 80,410 | Trimmed |
| 13 | CRWD | CrowdStrike Holdings, Inc. | $9.6M | 1.73% | 24,483 | Added |
| 14 | COST | Costco Wholesale Corp. | $9.3M | 1.69% | 9,383 | Trimmed |
| 15 | GS | Goldman Sachs Group, Inc. | $9.1M | 1.65% | 10,787 | Trimmed |
| 16 | LMT | Lockheed Martin Corp. | $8.2M | 1.48% | 13,566 | Trimmed |
| 17 | JEPI | JPMorgan Equity Premium Income ETF | $8.0M | 1.46% | 141,976 | Added |
| 18 | UTG | Reaves Utility Income Fund | $7.6M | 1.37% | 192,424 | Added |
| 19 | AMLP | Alerian MLP ETF | $7.3M | 1.32% | 138,120 | Added |
| 20 | JPM | J.P. Morgan Chase & Co. | $6.8M | 1.24% | 23,247 | Trimmed |
| 21 | HD | The Home Depot, Inc. | $6.6M | 1.20% | 20,103 | Trimmed |
| 22 | XOM | Exxon Mobil Corp. | $6.5M | 1.17% | 38,082 | Trimmed |
| 23 | JNJ | Johnson & Johnson | $6.5M | 1.17% | 26,524 | Hold |
| 24 | V | Visa, Inc. | $6.4M | 1.16% | 21,110 | Trimmed |
| 25 | CVX | Chevron Corp. | $6.4M | 1.16% | 30,875 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31