Sterling Investment Advisors, Ltd.
CIK 1701132
13F filing for Q2 2026・No. 3,517
- Holdings
- US$598.7M
- Quarter change
- +US$46.34M
- Entries
- 228
- Net bought (estimate)
- +US$6.06M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 9
- Cut 82
- Added 62
- Corporate actions 0
- Unchanged 59
Largest holdings
225 stocks worth US$598.7M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 130,967 | US$37.9M | 6.33% |
| iShares Flexible Income Active ETFETF | Added | 305,312 | US$23.51M | 3.93% |
| JPMorgan Flexible Debt ETFETF | Added | 452,085 | US$22.79M | 3.81% |
| GOOGLAlphabetCOM | Cut | 51,497 | US$18.4M | 3.07% |
| CRWDCrowdStrike Holdings, Inc.COM | Cut | 23,261 | US$17.75M | 2.97% |
| AMZNAmazonCOM | Cut | 71,018 | US$16.93M | 2.83% |
| NVDANvidiaCOM | Added | 82,085 | US$16.42M | 2.74% |
| iShares Core S&P Small-Cap ETFETF | Cut | 79,744 | US$11.83M | 1.98% |
| KMIKinder Morgan, Inc.COM | Cut | 358,543 | US$11.46M | 1.91% |
| GMEDGlobus Medical, Inc.COM | Unchanged | 144,023 | US$11.38M | 1.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.