Sterling Investment Advisors, Ltd.: 13F holdings
CIK 17011322026Q2
| Positions | 225 |
|---|
| Reported value | $598.7m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 225 (+13 vs prior quarter) |
|---|
| Reported value | $598.7m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL Apple, Inc. | 130,967 | $37.9m | 6.3% |
| DVY iShares Flexible Income Active ETF | 305,312 | $23.5m | 3.9% |
| JFLX JPMorgan Flexible Debt ETF | 452,085 | $22.8m | 3.8% |
| GOOGL Alphabet, Inc. A | 51,497 | $18.4m | 3.1% |
| CRWD CrowdStrike Holdings, Inc. | 23,261 | $17.8m | 3.0% |
| AMZN Amazon.com, Inc. | 71,018 | $16.9m | 2.8% |
| NVDA Nvidia Corp. | 82,085 | $16.4m | 2.7% |
| SPSM iShares Core S&P Small-Cap ETF | 79,744 | $11.8m | 2.0% |
| KMI Kinder Morgan, Inc. | 358,543 | $11.5m | 1.9% |
| GMED Globus Medical, Inc. | 144,023 | $11.4m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1701132")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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