Sterling Investment Advisors, Ltd.
Sterling Investment Advisors, Ltd. reported 228 holdings worth US$599M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Sterling Investment Advisors, Ltd. reported 228 holdings worth US$599M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Crowdstrike Holdings, Inc. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 228
- Value as reported
- US$599M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 131K | US$37.9M | 6.3% |
| Alphabet Inc (google) Class C | 68,405 | US$24.4M | 4.1% |
| Crowdstrike Holdings, Inc. | 23,261 | US$17.8M | 3.0% |
| Amazon.com, Inc. | 71,018 | US$16.9M | 2.8% |
| Nvidia Corporation | 82,085 | US$16.4M | 2.7% |
| Kinder Morgan, Inc. | 359K | US$11.5M | 1.9% |
| Globus Medical, Inc. | 144K | US$11.4M | 1.9% |
| Microsoft Corp. | 29,406 | US$11M | 1.8% |
| Goldman Sachs Group, Inc. (the) | 10,444 | US$10.6M | 1.8% |
| Costco Wholesale Corporation | 8,656 | US$8.1M | 1.4% |
| Vertiv Holdings, Llc | 22,935 | US$7.68M | 1.3% |
| Jp Morgan Chase & Co. | 22,209 | US$7.27M | 1.2% |
| Home Depot, Inc. (the) | 20,262 | US$7.15M | 1.2% |
| Visa Inc. | 20,668 | US$7.09M | 1.2% |
| Lockheed Martin Corporation | 13,908 | US$7.09M | 1.2% |
| Johnson & Johnson | 26,524 | US$6.74M | 1.1% |
| Kkr & Co. Inc. | 67,986 | US$6.24M | 1.0% |
| Blackstone Inc. | 46,319 | US$5.45M | 0.91% |
| Walmart Inc. | 46,760 | US$5.3M | 0.88% |
| Exxon Mobil Corporation | 38,005 | US$5.2M | 0.87% |
| Meta Platforms, Inc. | 9,125 | US$5.14M | 0.86% |
| Amgen Inc. | 13,184 | US$4.77M | 0.80% |
| Tesla, Inc. | 11,141 | US$4.69M | 0.78% |
| Chevron Corporation | 27,922 | US$4.63M | 0.77% |
| Berkshire Hathaway Inc. | 9,050 | US$4.53M | 0.76% |
| Deere & Company | 6,964 | US$4.42M | 0.74% |
| Truist Financial Corporation | 84,841 | US$4.23M | 0.71% |
| Palantir Technologies Inc. | 34,002 | US$3.97M | 0.66% |
| Cummins Inc. | 5,385 | US$3.84M | 0.64% |
| Cardinal Health, Inc. | 15,750 | US$3.74M | 0.62% |
| Pfizer, Inc. | 143K | US$3.45M | 0.58% |
| Omega Healthcare Investors, Inc. | 72,337 | US$3.45M | 0.58% |
| Illinois Tool Works Inc. | 12,312 | US$3.33M | 0.56% |
| Shopify Inc. | 26,017 | US$2.97M | 0.50% |
| Cisco Systems, Inc. | 25,012 | US$2.94M | 0.49% |
| Eli Lilly And Company | 2,444 | US$2.93M | 0.49% |
| Corning Incorporated | 11,185 | US$2.86M | 0.48% |
| Procter & Gamble Company (the) | 19,116 | US$2.8M | 0.47% |
| Charles Schwab Corporation (the) | 29,271 | US$2.7M | 0.45% |
| Lowe's Companies, Inc. | 12,210 | US$2.69M | 0.45% |
| Freecast, Inc. | 363K | US$2.44M | 0.41% |
| Mosaic Company (the) | 99,700 | US$2.11M | 0.35% |
| Advanced Micro Devices Inc | 3,623 | US$2.1M | 0.35% |
| Emerson Electric Company | 14,406 | US$2.06M | 0.34% |
| Honeywell International Inc. | 8,685 | US$1.94M | 0.32% |
| Intel Corporation | 13,451 | US$1.88M | 0.31% |
| Regeneron Pharmaceuticals, Inc. | 2,947 | US$1.84M | 0.31% |
| American Tower Corporation (reit) | 10,942 | US$1.79M | 0.30% |
| Cerebras Systems Inc. | 7,565 | US$1.67M | 0.28% |
| Pepsico, Inc. | 12,252 | US$1.66M | 0.28% |
| Caterpillar, Inc. | 1,545 | US$1.65M | 0.27% |
| Coca-cola Company (the) | 19,583 | US$1.59M | 0.27% |
| Astera Labs, Inc. | 3,259 | US$1.57M | 0.26% |
| Blackstone Secured Lending Fund | 58,920 | US$1.4M | 0.23% |
| Mcdonald's Corporation | 4,369 | US$1.18M | 0.20% |
| Oracle Corporation | 7,771 | US$1.14M | 0.19% |
| Rtx Corporation | 5,496 | US$1.04M | 0.17% |
| Essential Utilities, Inc. | 26,658 | US$1.02M | 0.17% |
| Stryker Corporation | 3,161 | US$995K | 0.17% |
| Abbott Laboratories | 9,969 | US$905K | 0.15% |
| Ppl Corporation | 24,026 | US$873K | 0.15% |
| Tjx Companies, Inc. (the) | 5,655 | US$857K | 0.14% |
| Enbridge Inc. | 15,620 | US$847K | 0.14% |
| Mondelez International, Inc. | 14,478 | US$837K | 0.14% |
| Paychex, Inc. | 8,425 | US$828K | 0.14% |
| Public Storage | 2,403 | US$765K | 0.13% |
| Micron Technology, Inc. | 651 | US$752K | 0.13% |
| Strategy Inc | 8,198 | US$707K | 0.12% |
| Digitalocean Holdings, Inc. | 4,400 | US$691K | 0.12% |
| American Express Company | 1,873 | US$634K | 0.11% |
| Idexx Laboratories, Inc. | 1,200 | US$632K | 0.11% |
| Unitedhealth Group Incorporated | 1,513 | US$629K | 0.11% |
| 3m Company | 3,400 | US$551K | 0.09% |
| Conocophillips | 5,270 | US$548K | 0.09% |
| Marvell Technology, Inc. | 1,839 | US$548K | 0.09% |
| Netflix, Inc. | 7,590 | US$542K | 0.09% |
| Quanta Services, Inc. | 735 | US$529K | 0.09% |
| First Solar, Inc. | 2,160 | US$510K | 0.09% |
| Altria Group, Inc. | 6,629 | US$477K | 0.08% |
| International Business Machines Corporation | 1,666 | US$469K | 0.08% |
| Air Products And Chemicals, Inc. | 1,589 | US$466K | 0.08% |
| Americold Realty Trust, Inc. | 28,525 | US$448K | 0.07% |
| Cloudflare, Inc. | 1,768 | US$434K | 0.07% |
| Waste Management, Inc. | 1,891 | US$421K | 0.07% |
| Comcast Corporation | 16,800 | US$412K | 0.07% |
| Gamestop Corporation | 18,316 | US$404K | 0.07% |
| Applied Materials, Inc. | 551 | US$398K | 0.07% |
| Credo Technology Group Holding Ltd | 1,400 | US$381K | 0.06% |
| Ge Vernova Inc. | 319 | US$375K | 0.06% |
| Phillips 66 | 2,189 | US$370K | 0.06% |
| Bank Of America Corporation | 6,017 | US$343K | 0.06% |
| Walt Disney Company (the) | 3,548 | US$341K | 0.06% |
| Vertex, Inc. | 29,470 | US$338K | 0.06% |
| Rubrik, Inc. | 4,110 | US$330K | 0.06% |
| Boeing Company (the) | 1,460 | US$316K | 0.05% |
| Philip Morris International Inc | 1,650 | US$299K | 0.05% |
| Fedex Corporation | 949 | US$297K | 0.05% |
| Robinhood Markets, Inc. | 2,858 | US$287K | 0.05% |
| Constellation Energy Corporation | 1,068 | US$265K | 0.04% |
| Welltower Inc. | 1,150 | US$261K | 0.04% |
Every holding of Sterling Investment Advisors, Ltd.
Source
View original at SEC
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