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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 5 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 REGN Regeneron Pharmaceuticals, Inc. Healthcare 2,947.0 $1.8M 0.31% -175.0 -5.6% $623.54 +33.8%
82 AMT American Tower Corp. Real Estate 10,942.0 $1.8M 0.30% -141.0 -1.3% $163.56 +7.5%
83 Cerebras Systems, Inc. 7,565.0 $1.7M 0.28% NEW $221.00
84 PEP PepsiCo, Inc. Consumer Defensive 12,252.0 $1.7M 0.28% -436.0 -3.4% $135.40 +6.0%
85 CAT Caterpillar, Inc. Industrials 1,545.0 $1.6M 0.28% -296.0 -16.1% $1064.97 -22.3%
86 Lam Research Corp. 3,780.0 $1.6M 0.27% -350.0 -8.5% $433.36
87 EFA iShares Core MSCI EAFE ETF 15,575.0 $1.6M 0.27% $102.76 +5.3%
88 KO Coca-Cola Co. Consumer Defensive 19,583.0 $1.6M 0.27% -796.0 -3.9% $81.27 +12.1%
89 ALAB Astera Labs, Inc. Technology 3,259.0 $1.6M 0.26% -466.0 -12.5% $483.02 -41.0%
90 SBIO Alps Medical Breakthrough ETF 23,800.0 $1.5M 0.26% +2K +8.1% $64.65 +6.9%
91 Medtronic plc 18,811.0 $1.5M 0.25% -3K -14.3% $78.23
92 EEM iShares MSCI Emerging Markets Index Fund ETF 21,445.0 $1.5M 0.24% $68.41 -1.9%
93 JEPQ JPMorgan Nasdaq Equity Premium Income ETF 23,001.0 $1.4M 0.24% +2K +9.8% $61.46 -2.6%
94 BXSL Blackstone Secured Lending Fund Financial Services 58,920.0 $1.4M 0.23% +29K +96.6% $23.71 +4.4%
95 JBND JPMorgan Active Bond ETF 24,410.0 $1.3M 0.22% $53.50 -1.6%
96 JCPB JPMorgan Core Plus Bond ETF 27,695.0 $1.3M 0.22% $46.94 -1.7%
97 FNX First Trust Mid Cap Core AlphaDEX ETF 8,445.0 $1.2M 0.21% -500.0 -5.6% $146.35 -0.3%
98 SPYG SPDR S&P 500 Growth ETF 10,179.0 $1.2M 0.20% -2K -13.6% $118.99 +1.0%
99 MCD McDonald's Corp. Consumer Cyclical 4,369.0 $1.2M 0.20% -1K -25.2% $270.32 +0.2%
100 ORCL Oracle Corp. Technology 7,771.0 $1.1M 0.19% $146.56 -0.1%
Page 5 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%