StockDriftsStockDriftsTop 50 Sterling Investment Advisors, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple, Inc. | 6.33% | 131.0K | $37.9M | -1.15%(-1.53K) | $44.06(+596.02%) | 2026-06-30 | |
| DVY | iShares Select Dividend ETF | 3.93% | 305.3K | $23.5M | +14.78%(+39.31K) | $132.95(+22.11%) | 2026-06-30 | |
| JFLX | JPMorgan Flexible Debt ETF | 3.81% | 452.1K | $22.8M | +4.28%(+18.54K) | $50.19(-0.60%) | 2026-06-30 | |
| GOOGL | Alphabet, Inc. A | 3.07% | 51.5K | $18.4M | -1.87%(-983) | $48.66(+622.25%) | 2026-06-30 | |
| CRWD | CrowdStrike Holdings, Inc. | 2.97% | 23.3K | $17.8M | -4.99%(-1.22K) | $81.85(+168.99%) | 2026-06-30 | |
| AMZN | Amazon.com, Inc. | 2.83% | 71.0K | $16.9M | -1.66%(-1.20K) | $82.22(+234.42%) | 2026-06-30 | |
| NVDA | Nvidia Corp. | 2.74% | 82.1K | $16.4M | +1.79%(+1.45K) | $33.72(+553.79%) | 2026-06-30 | |
| SPSM | iShares Core S&P Small-Cap ETF | 1.98% | 79.7K | $11.8M | -0.83%(-666) | $35.95(+60.88%) | 2026-06-30 | |
| KMI | Kinder Morgan, Inc. | 1.91% | 358.5K | $11.5M | -14.37%(-60.17K) | $17.58(+79.46%) | 2026-06-30 | |
| GMED | Globus Medical, Inc. | 1.9% | 144.0K | $11.4M | +0.00%(+0) | $40.23(+113.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.92% | +72.47% | +9.47% | +57.22% |
| Top 20 Holdings Unweighted | +21.01% | +77.22% | +9.75% | +59.23% |
Sterling Investment Advisors, Ltd. reports $598.70M in US-listed equity holdings across 225 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.3%), DVY (3.9%) and JFLX (3.8%). The top 20 holdings account for 46.04% of reported assets. Its disclosed equity book has returned +72.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sterling Investment Advisors, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1701132). View Sterling Investment Advisors, Ltd.’s 13F filings on SEC