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Portfolio (Quarterly) Guide ↗

Sterling Investment Advisors, Ltd.

· CIK 0001701132
13F Portfolio $599M AUM 228 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 50 Added 77 Reduced 9 Exited
Page 4 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSCO Cisco Systems, Inc. Technology 25,012.0 $2.9M 0.49% $117.46 -5.5%
62 LLY Eli Lilly & Co. Healthcare 2,444.0 $2.9M 0.49% +219.0 +9.8% $1199.51 +4.6%
63 SPMD SPDR Mid Cap ETF 43,359.0 $2.9M 0.49% $67.56 -0.4%
64 GLW Corning, Inc. Technology 11,185.0 $2.9M 0.48% -1K -9.3% $255.43 -41.4%
65 MDY SPDR S&P MidCap 400 ETF Financial Services 4,026.0 $2.8M 0.47% -50.0 -1.2% $703.29 -0.5%
66 PG Procter & Gamble Co. Consumer Defensive 19,116.0 $2.8M 0.47% -131.0 -0.7% $146.64 -1.3%
67 SCHW The Charles Schwab Corp. Financial Services 29,271.0 $2.7M 0.45% -2K -6.8% $92.27 +21.7%
68 LOW Lowe's Companies, Inc. Consumer Cyclical 12,210.0 $2.7M 0.45% -247.0 -2.0% $220.49 -2.0%
69 JMUB JP Morgan Municipal ETF 50,800.0 $2.6M 0.43% +20K +64.9% $50.66 -1.9%
70 SMH VanEck Semiconductor ETF 3,916.0 $2.6M 0.43% -25.0 -0.6% $655.83 -14.5%
71 CAST Freecast Inc Technology 362,738.0 $2.4M 0.41% -40K -9.8% $6.72 -76.5%
72 SPDR S&P 500 ETF 3,205.0 $2.4M 0.40% $746.69
73 MOS The Mosaic Co. Basic Materials 99,700.0 $2.1M 0.35% -17K -14.3% $21.19 +15.2%
74 AMD Advanced Micro Devices, Inc. Technology 3,623.0 $2.1M 0.35% $580.91 -18.5%
75 JPMorgan Ultra-Short Income ETF 41,597.0 $2.1M 0.35% -4K -9.8% $50.57
76 EMR Emerson Electric Co. Industrials 14,406.0 $2.1M 0.34% -459.0 -3.1% $143.15 +9.8%
77 HON Honeywell International, Inc. Industrials 8,685.0 $1.9M 0.33% -9K -49.8% $223.90 -3.6%
78 Honeywell Aerospace, Inc. 8,685.0 $1.9M 0.32% NEW $221.08
79 Invesco QQQ ETF 2,573.0 $1.9M 0.32% -25.0 -1.0% $736.42
80 INTC Intel Corp. Technology 13,451.0 $1.9M 0.31% +500.0 +3.9% $139.63 -35.5%
Page 4 of 12  ·  225 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 31.3%
Financial Services 17.3%
Industrials 11.1%
Consumer Cyclical 9.5%
Healthcare 7.7%
Communication Services 7.0%
Energy 6.6%
Consumer Defensive 6.0%
Real Estate 1.9%
Basic Materials 0.8%