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Home > Institutional Investor > Sterling Investment Advisors, Ltd. > Profile

Instuitional Investor - Sterling Investment Advisors, Ltd.

Fund Profile
Filing Period:
Fund Name: Sterling Investment Advisors, Ltd.
Portfolio Value $542,909,675
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 134,825 $36,653,529 6.75%
2.
Jpmorgan Flexible Debt Etf - ETF
 413,979 $20,790,030 3.83%
3.
Alphabet Inc.
 GOOGL 55,294 $17,307,063 3.19%
4.
Amazon Com Inc
 AMZN 72,553 $16,746,630 3.08%
5.
Nvidia Corp
 NVDA 80,792 $15,067,670 2.78%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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