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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APD Air Products & Chemicals, Inc. Basic Materials 1,564.0 $454K 0.08% -513.0 -24.7% $290.49 +1.4%
62 ICF iShares Cohen & Steers REIT ETF 7,210.0 $446K 0.08% -160.0 -2.2% $61.89 +7.6%
63 FSLR First Solar Inc Energy 2,260.0 $446K 0.08% -150.0 -6.2% $197.26 +16.3%
64 UNH UnitedHealth Group, Inc. Healthcare 1,513.0 $409K 0.07% -173.0 -10.3% $270.53 +43.2%
65 DIS Walt Disney Co. Communication Services 4,169.0 $402K 0.07% -974.0 -18.9% $96.37 +7.9%
66 NET Cloudflare, Inc. Technology 1,768.0 $365K 0.07% -250.0 -12.4% $206.34 -2.1%
67 ETHA iShares Ethereum Trust ETF Financial Services 19,775.0 $313K 0.06% -11K -35.4% $15.83 +0.1%
68 WELL Welltower, Inc. Real Estate 1,150.0 $227K 0.04% -50.0 -4.2% $197.71 +7.8%
69 SKYY First Trust Cloud Computing ETF 2,000.0 $219K 0.04% -430.0 -17.7% $109.36 +17.0%
70 IMNM Immunome, Inc. Healthcare 9,918.0 $217K 0.04% -1K -10.4% $21.87 -6.5%
Page 4 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%