§ 13F · FUND PROFILE
Sterling Investment Advisors, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $514M (13F)Positions · 203Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple, Inc. | 132K | $34M | 6.1% | −2% |
| 2 | JFLX | JPMorgan Flexible Debt ETF | 434K | $22M | 3.9% | +5% |
| 3 | GOOGL | Alphabet, Inc. A | 52K | $15M | 2.7% | −5% |
| 4 | AMZN | Amazon.com, Inc. | 72K | $15M | 2.7% | ±0% |
| 5 | NVDA | Nvidia Corp. | 81K | $14M | 2.5% | ±0% |
| 6 | KMI | Kinder Morgan, Inc. | 419K | $14M | 2.5% | −7% |
| 7 | GDX | VanEck Gold Miners ETF | 136K | $13M | 2.3% | −9% |
| 8 | GMED | Globus Medical, Inc. | 144K | $12M | 2.2% | ±0% |
| 9 | MSFT | Microsoft Corp. | 29K | $11M | 1.9% | +11% |
| 10 | DVY | iShares Select Dividend ETF | 70K | $11M | 1.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STERLING SIGNAL
AC read
Sterling Investment Advisors, Ltd. is a Other fund managing $514 million in assets. The fund runs a broad portfolio of 203 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed