§ 13F · FUND PROFILE
Sterling Investment Advisors, Ltd..
AUM · $599M (13F)Positions · 228Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple, Inc. | 131K | $38M | 6.3% | −1% |
| 2 | JFLX | JPMorgan Flexible Debt ETF | 452K | $23M | 3.8% | +4% |
| 3 | GOOGL | Alphabet, Inc. A | 51K | $18M | 3.1% | −2% |
| 4 | CRWD | CrowdStrike Holdings, Inc. | 23K | $18M | 3.0% | −5% |
| 5 | AMZN | Amazon.com, Inc. | 71K | $17M | 2.8% | −2% |
| 6 | NVDA | Nvidia Corp. | 82K | $16M | 2.7% | +2% |
| 7 | DVY | iShares Flexible Income Active ETF | 233K | $12M | 2.0% | +15% |
| 8 | SPSM | iShares Core S&P Small-Cap ETF | 80K | $12M | 2.0% | −1% |
| 9 | KMI | Kinder Morgan, Inc. | 359K | $11M | 1.9% | −14% |
| 10 | GMED | Globus Medical, Inc. | 144K | $11M | 1.9% | ±0% |
§ 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 $599 million in assets. The fund runs a broad portfolio of 228 positions.
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