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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 8 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MRVL Marvell Technology Group, LTD Technology 1,839.0 $548K 0.09% NEW $297.83 -20.4%
142 NFLX Netflix, Inc. Communication Services 7,590.0 $542K 0.09% -190.0 -2.4% $71.40 +11.5%
143 JAAA Janus Henderson AAA CLO ETF 10,590.0 $535K 0.09% +700.0 +7.1% $50.49 +0.4%
144 PWR Quanta Services, Inc. Industrials 735.0 $529K 0.09% -160.0 -17.9% $720.04 -11.2%
145 BLES Inspire Global Hope ETF 10,925.0 $521K 0.09% $47.69 +5.3%
146 GE Aerospace 1,392.0 $520K 0.09% NEW $373.73
147 FSLR First Solar Inc Energy 2,160.0 $510K 0.09% -100.0 -4.4% $235.96 -9.2%
148 WWJD Inspire International ETF 13,100.0 $500K 0.08% -2K -16.0% $38.13 +8.3%
149 FDIG Fidelity Crypto Industry & Digital Payments ETF 11,565.0 $494K 0.08% +380.0 +3.4% $42.73 +3.2%
150 MSTR Strategy, Inc. Technology 5,673.0 $493K 0.08% -930.0 -14.1% $86.93 +37.2%
151 ICF iShares Cohen & Steers REIT ETF 7,210.0 $488K 0.08% $67.63 +1.4%
152 BND Vanguard Total Bond Market Index ETF 6,550.0 $481K 0.08% $73.41 -1.6%
153 MO Altria Group, Inc. Consumer Defensive 6,629.0 $477K 0.08% $71.95 -8.1%
154 IBM IBM Corp. Technology 1,666.0 $469K 0.08% -228.0 -12.0% $281.26 -16.2%
155 APD Air Products & Chemicals, Inc. Basic Materials 1,589.0 $466K 0.08% +25.0 +1.6% $293.18 +4.1%
156 COLD Americold Realty Trust, Inc. Real Estate 28,525.0 $448K 0.07% +13K +84.9% $15.72 -3.0%
157 NET Cloudflare, Inc. Technology 1,768.0 $434K 0.07% $245.28 +19.5%
158 Vanguard California Muni ETF 4,250.0 $428K 0.07% -750.0 -15.0% $100.60
159 DSI iShares MSCI Kld Social Index ETF 3,000.0 $427K 0.07% $142.39 +3.0%
160 TSPA T Rowe Price US Equity Research ETF 8,975.0 $427K 0.07% $47.53 +1.5%
Page 8 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%