Sterling Investment Advisors LLC
Sterling Investment Advisors LLC reported 38 holdings worth US$223M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Sterling Investment Advisors LLC reported 38 holdings worth US$223M as of Jun 30, 2026. Largest: Broadcom Inc., Stmicroelectronics Nv and Walmart Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$223M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Broadcom Inc. | 6,070 | US$2.29M | 1.0% |
| Stmicroelectronics Nv | 14,605 | US$1.09M | 0.49% |
| Walmart Inc. | 8,549 | US$968K | 0.43% |
| Nvidia Corporation | 2,063 | US$413K | 0.19% |
| O'reilly Automotive, Inc. | 3,570 | US$329K | 0.15% |
| Microsoft Corp. | 877 | US$327K | 0.15% |
| Meta Platforms, Inc. | 514 | US$290K | 0.13% |
| Apple Inc | 820 | US$237K | 0.11% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Wec Energy Group, Inc. | 0 | US$0 | 0.00% |