Sterling Investment Advisors, Ltd.
Sterling Investment Advisors, Ltd. reported 225 positions worth $598.7M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AAPL (6.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $37.9M | 6.33% | 130,967 | — | — | |
| ▸ 2 | DVY | SH | $23.5M | 3.93% | 305,312 | — | — | |
| ▸ 3 | JFLX | SH | $22.8M | 3.81% | 452,085 | — | — | |
| ▸ 4 | GOOGL | SH | $18.4M | 3.07% | 51,497 | — | — | |
| ▸ 5 | CRWD | SH | $17.8M | 2.97% | 23,261 | — | — | |
| ▸ 6 | AMZN | SH | $16.9M | 2.83% | 71,018 | — | — | |
| ▸ 7 | NVDA | SH | $16.4M | 2.74% | 82,085 | — | — | |
| ▸ 8 | SPSM | SH | $11.8M | 1.98% | 79,744 | — | — | |
| ▸ 9 | KMI | SH | $11.5M | 1.91% | 358,543 | — | — | |
| ▸ 10 | GMED | SH | $11.4M | 1.90% | 144,023 | — | — |
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Frequently Asked Questions
What stocks does Sterling Investment Advisors, Ltd. hold as of Q2 2026?
Sterling Investment Advisors, Ltd. reported 225 positions worth $598.7M in its Q2 2026 13F filing. Largest positions: AAPL (6.3%), DVY (3.9%), JFLX (3.8%), GOOGL (3.1%) and CRWD (3.0%).
What did Sterling Investment Advisors, Ltd. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sterling Investment Advisors, Ltd. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.