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Portfolio (Quarterly) Guide ↗

Sterling Investment Advisors, Ltd.

· CIK 0001701132
13F Portfolio $552.4B AUM 215 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 63 Added 70 Reduced 14 Exited
Page 1 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL Apple, Inc. Technology 132,495.0 $33.6M 6.09% -2K -1.7% $253.79 +17.4%
2 GOOGL Alphabet, Inc. A Communication Services 52,480.0 $15.1M 2.73% -3K -5.1% $287.56 +38.4%
3 KMI Kinder Morgan, Inc. Energy 418,709.0 $14.0M 2.54% -30K -6.7% $33.53 -0.4%
4 GDX VanEck Gold Miners ETF 136,338.0 $12.5M 2.27% -14K -9.0% $91.77 -3.4%
5 GLD SPDR Gold MiniShares ETF Financial Services 114,915.0 $10.8M 1.96% -12K -9.5% $94.39 +345.0%
6 SPSM iShares Core S&P Small-Cap ETF 80,410.0 $10.0M 1.81% -1K -1.6% $124.31 -58.0%
7 COST Costco Wholesale Corp. Consumer Defensive 9,383.0 $9.3M 1.69% -112.0 -1.2% $996.48 +5.7%
8 GS Goldman Sachs Group, Inc. Financial Services 10,787.0 $9.1M 1.65% -539.0 -4.8% $846.03 +12.8%
9 LMT Lockheed Martin Corp. Industrials 13,566.0 $8.2M 1.48% -2K -10.5% $604.39 -14.9%
10 JPM J.P. Morgan Chase & Co. Financial Services 23,247.0 $6.8M 1.24% -1K -4.7% $294.16 +1.6%
11 HD The Home Depot, Inc. Consumer Cyclical 20,103.0 $6.6M 1.20% -284.0 -1.4% $328.88 -9.2%
12 XOM Exxon Mobil Corp. Energy 38,082.0 $6.5M 1.17% -1K -3.1% $169.66 -8.3%
13 CVX Chevron Corp. Energy 30,875.0 $6.4M 1.16% -684.0 -2.2% $206.90 -8.5%
14 V Visa, Inc. Financial Services 21,110.0 $6.4M 1.16% -329.0 -1.5% $302.24 +7.7%
15 GOOG Alphabet, Inc. C Communication Services 17,767.0 $5.1M 0.92% -912.0 -4.9% $286.86 +37.4%
16 AMGN Amgen, Inc. Healthcare 12,909.0 $4.5M 0.82% -350.0 -2.6% $351.85 -8.4%
17 Berkshire Hathaway, Inc. B 9,366.0 $4.5M 0.81% -65.0 -0.7% $479.20
18 HRTS Tema Heart & Health ETF 131,160.0 $4.4M 0.80% -3K -2.5% $33.68 -1.1%
19 MOAT VanEck Morningstar Wide Moat ETF 44,639.0 $4.3M 0.78% -3K -5.3% $96.70 +2.9%
20 TFC Truist Financial Corp. Financial Services 90,356.0 $4.2M 0.75% -2K -2.6% $45.97 +2.1%
Page 1 of 4  ·  70 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.1%
Financial Services 19.2%
Industrials 10.4%
Consumer Cyclical 9.3%
Energy 8.8%
Communication Services 8.0%
Healthcare 7.8%
Consumer Defensive 7.0%
Real Estate 1.8%
Basic Materials 1.1%