Sterling Investment Advisors, Ltd. Top Holdings and 13F Report (2026) About Sterling Investment Advisors, Ltd.Investment ActivitySterling Investment Advisors, Ltd. has $598.70 million in total holdings as of June 30, 2026.Sterling Investment Advisors, Ltd. owns shares of 228 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 6.37% of the portfolio was purchased this quarter.About 6.96% of the portfolio was sold this quarter.This quarter, Sterling Investment Advisors, Ltd. has purchased 215 new stocks and bought additional shares in 64 stocks.Sterling Investment Advisors, Ltd. sold shares of 83 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $37,896,511JPMorgan Flexible Debt ETF $22,785,093Alphabet $18,403,367CrowdStrike $17,751,400Amazon.com $16,926,374 Largest New Holdings this Quarter 452308109 - Illinois Tool Works $3,330,027 Holding43849R105 - Honeywell Aerospace, Inc. $1,920,080 Holding15675D103 - Cerebras Systems, Inc. $1,671,865 Holding595112103 - Micron Technology $751,972 Holding31423L875 - Federated Hermes Market Neutral $573,937 Holding Largest Purchases this Quarter SPDR Gold Shares 114,034 shares (about $9.06M)Illinois Tool Works 12,312 shares (about $3.33M)iShares Select Dividend ETF 37,354 shares (about $1.96M)Honeywell Aerospace, Inc. 8,685 shares (about $1.92M)Blackstone 14,958 shares (about $1.76M) Largest Sales this Quarter iShares Select Dividend ETF 123,138 shares (about $19.25M)Honeywell International 8,621 shares (about $1.93M)Kinder Morgan 60,166 shares (about $1.92M)CrowdStrike 1,222 shares (about $932.56K)VanEck BDC Income ETF 70,100 shares (about $887.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSterling Investment Advisors, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$37,896,511$442,141 â–¼-1.2%130,9676.3%Computer and TechnologyJPMorgan Flexible Debt ETF$22,785,093$934,618 â–²4.3%452,0853.8%ETFGOOGLAlphabet$18,403,367$351,292 â–¼-1.9%51,4973.1%Computer and TechnologyCRWDCrowdStrike$17,751,400$932,557 â–¼-5.0%23,2613.0%Computer and TechnologyAMZNAmazon.com$16,926,374$286,007 â–¼-1.7%71,0182.8%Retail/WholesaleNVDANVIDIA$16,424,323$289,329 â–²1.8%82,0852.7%Computer and TechnologyDVYiShares Select Dividend ETF$12,190,080$1,955,107 â–²19.1%232,9022.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$11,826,903$98,775 â–¼-0.8%79,7442.0%ETFKMIKinder Morgan$11,462,604$1,923,504 â–¼-14.4%358,5431.9%EnergyGMEDGlobus Medical$11,379,2570.0%144,0231.9%MedicalDVYiShares Select Dividend ETF$11,317,695$19,246,490 â–¼-63.0%72,4101.9%ETFMSFTMicrosoft$10,969,006$192,105 â–²1.8%29,4061.8%Computer and TechnologyGSThe Goldman Sachs Group$10,562,679$346,898 â–¼-3.2%10,4441.8%FinanceGDXVanEck Gold Miners ETF$10,226,340$60,360 â–¼-0.6%135,5381.7%ETFGLDSPDR Gold Shares$9,102,564$9,056,580 â–²19,695.0%114,6131.5%FinanceJEPIJPMorgan Equity Premium Income ETF$8,310,852$292,058 â–²3.6%147,1471.4%ETFCOSTCostco Wholesale$8,097,862$680,123 â–¼-7.7%8,6561.4%Retail/WholesaleReaves Utility Income Fund$7,722,709$112,794 â–¼-1.4%189,6541.3%COMVRTVertiv$7,679,103$26,786 â–²0.4%22,9351.3%Computer and TechnologyJPMJPMorgan Chase & Co.$7,269,825$339,776 â–¼-4.5%22,2091.2%FinanceHDHome Depot$7,146,045$56,076 â–²0.8%20,2621.2%Retail/WholesaleVVisa$7,090,969$151,645 â–¼-2.1%20,6681.2%Business ServicesLMTLockheed Martin$7,085,687$174,238 â–²2.5%13,9081.2%AerospaceJNJJohnson & Johnson$6,736,3330.0%26,5241.1%MedicalMUBiShares National Muni Bond ETF$6,714,304$1,269,916 â–²23.3%62,3891.1%ETFAlerian MLP ETF$6,702,004$459,493 â–¼-6.4%129,2581.1%ETFKKRKKR & Co. Inc.$6,239,728$504,237 â–²8.8%67,9861.0%FinanceGOOGAlphabet$6,042,355$235,320 â–¼-3.7%17,1011.0%Computer and TechnologyJPMorgan International Hedged Equity ETF$5,965,313$176,911 â–²3.1%107,7331.0%ETFCWBSPDR Bloomberg Convertible Securities ETF$5,820,867$40,325 â–¼-0.7%53,9871.0%ETFBXBlackstone$5,450,369$1,760,112 â–²47.7%46,3190.9%FinanceBIZDVanEck BDC Income ETF$5,335,874$887,466 â–¼-14.3%421,4750.9%ETFWalmart, Inc.$5,296,060$293,684 â–¼-5.3%46,7600.9%COMXOMExxonMobil$5,195,998$10,527 â–¼-0.2%38,0050.9%EnergyMETAMeta Platforms$5,140,104$249,541 â–¼-4.6%9,1250.9%Computer and TechnologyREMXVanEck Rare Earth and Strategic Metals ETF$4,782,540$122,573 â–²2.6%54,0400.8%ETFAMGNAmgen$4,774,216$99,584 â–²2.1%13,1840.8%MedicalBOTZGlobal X Robotics & Artificial Intelligence ETF$4,743,069$20,867 â–²0.4%125,0150.8%ManufacturingTSLATesla$4,685,905$58,043 â–²1.3%11,1410.8%Auto/Tires/TrucksCVXChevron$4,628,352$489,489 â–¼-9.6%27,9220.8%EnergyBRK.BBerkshire Hathaway$4,528,530$158,123 â–¼-3.4%9,0500.8%FinanceTema Heart & Health ETF$4,511,060$246,665 â–¼-5.2%124,3600.8%ETFDEDeere & Company$4,417,536$199,817 â–¼-4.3%6,9640.7%IndustrialsInvesco S&P 500 Equal Weight ETF$4,244,540$72,342 â–¼-1.7%19,9490.7%ETFTFCTruist Financial$4,226,798$274,759 â–¼-6.1%84,8410.7%FinancePalantir Technologies, Inc.$3,967,013$332,509 â–²9.1%34,0020.7%COMMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$3,931,928$1,253,138 â–²46.8%85,9250.7%ETFCMICummins$3,840,636$263,888 â–¼-6.4%5,3850.6%Auto/Tires/TrucksMOATVanEck Morningstar Wide Moat ETF$3,802,282$838,448 â–¼-18.1%36,5740.6%ETFCAHCardinal Health$3,741,570$229,245 â–¼-5.8%15,7500.6%MedicalVPUVanguard Utilities ETF$3,686,0140.0%18,8320.6%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$3,455,820$1,052,000 â–²43.8%65,7000.6%ETFPFEPfizer$3,451,466$447,431 â–²14.9%143,3330.6%MedicalOHIOmega Healthcare Investors$3,449,034$53,211 â–²1.6%72,3370.6%FinanceNLRVanEck Uranium and Nuclear ETF$3,416,656$45,696 â–²1.4%29,4590.6%ETFITWIllinois Tool Works$3,330,027$3,330,027 â–²New Holding12,3120.6%IndustrialsMerck & Co.$3,276,686$71,190 â–¼-2.1%25,4990.5%COMBLKBlackRock$3,164,293$12,499 â–¼-0.4%3,2910.5%FinanceETNEaton$3,118,772$78,832 â–²2.6%7,3190.5%IndustrialsPFFiShares Preferred and Income Securities ETF$2,974,991$40,704 â–²1.4%97,5730.5%ETFShopify, Inc.$2,970,621$208,378 â–¼-6.6%26,0170.5%COMCSCOCisco Systems$2,937,876$705 â–²0.0%25,0120.5%Computer and TechnologyLLYEli Lilly and Company$2,931,596$262,692 â–²9.8%2,4440.5%MedicalSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,929,325$3,243 â–¼-0.1%43,3590.5%ETFGLWCorning$2,856,985$292,467 â–¼-9.3%11,1850.5%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$2,831,442$35,164 â–¼-1.2%4,0260.5%ETFPGProcter & Gamble$2,803,216$19,210 â–¼-0.7%19,1160.5%Consumer StaplesSCHWCharles Schwab$2,700,835$198,380 â–¼-6.8%29,2710.5%FinanceLOWLowe's Companies$2,692,236$54,462 â–¼-2.0%12,2100.4%Retail/WholesaleJMUBJPMorgan Municipal ETF$2,573,274$1,013,100 â–²64.9%50,8000.4%ETFSMHVanEck Semiconductor ETF$2,568,228$16,396 â–¼-0.6%3,9160.4%ManufacturingFreecast Inc$2,437,599$265,662 â–¼-9.8%362,7380.4%COMSPYSPDR S&P 500 ETF Trust$2,393,130$11,200 â–¼-0.5%3,2050.4%FinanceMOSMosaic$2,112,643$353,195 â–¼-14.3%99,7000.4%Basic MaterialsAMDAdvanced Micro Devices$2,104,6370.0%3,6230.4%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$2,103,560$227,565 â–¼-9.8%41,5970.4%ETFEMREmerson Electric$2,062,219$65,706 â–¼-3.1%14,4060.3%IndustrialsHONHoneywell International$1,944,571$1,930,241 â–¼-49.8%8,6850.3%Multi-Sector ConglomeratesHoneywell Aerospace, Inc.$1,920,080$1,920,080 â–²New Holding8,6850.3%COMInvesco QQQ ETF$1,894,812$18,411 â–¼-1.0%2,5730.3%ETFINTCIntel$1,878,206$69,817 â–²3.9%13,4510.3%Computer and TechnologyREGNRegeneron Pharmaceuticals$1,837,572$109,119 â–¼-5.6%2,9470.3%MedicalAMTAmerican Tower$1,789,716$23,063 â–¼-1.3%10,9420.3%FinanceCerebras Systems, Inc.$1,671,865$1,671,865 â–²New Holding7,5650.3%COMPEPPepsiCo$1,658,894$59,033 â–¼-3.4%12,2520.3%Consumer StaplesCATCaterpillar$1,645,385$315,232 â–¼-16.1%1,5450.3%IndustrialsLRCXLam Research$1,638,097$151,676 â–¼-8.5%3,7800.3%Computer and TechnologyKOCocaCola$1,591,476$64,690 â–¼-3.9%19,5830.3%Consumer StaplesAstera Labs, Inc.$1,574,162$225,087 â–¼-12.5%3,2590.3%COMSBIOALPS Medical Breakthroughs ETF$1,538,670$114,754 â–²8.1%23,8000.3%ETFMedtronic plc$1,471,585$245,642 â–¼-14.3%18,8110.2%COMEEMiShares MSCI Emerging Markets ETF$1,467,0520.0%21,4450.2%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,413,617$125,684 â–²9.8%23,0010.2%ETFBXSLBlackstone Secured Lending Fund$1,396,993$686,404 â–²96.6%58,9200.2%FinanceEFAiShares MSCI EAFE ETF$1,370,073$1,122,215 â–²452.8%13,1890.2%FinanceJPMorgan Active Bond ETF$1,305,9350.0%24,4100.2%ETFJCPBJPMorgan Core Plus Bond ETF$1,300,0030.0%27,6950.2%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$1,235,897$73,173 â–¼-5.6%8,4450.2%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$1,211,233$190,389 â–¼-13.6%10,1790.2%ETFMCDMcDonald's$1,181,039$398,726 â–¼-25.2%4,3690.2%Retail/WholesaleShowing largest 100 holdings. 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