13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001701132
Total reported value
$598.7M
$598.7M
215 檔
17.7%
In Q1 2026, Sterling Investment Advisors, Ltd.'s U.S. equity holdings reached a combined market value of $598.7M, distributed across 215 disclosed stock positions.
Sterling Investment Advisors, Ltd. executed strategic sector rebalancing during Q1 2026, establishing 15 new positions while fully exiting 12 holdings and trimming 76 positions.
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.09% | +0.24% | -1.73% | |
| 2 | JFLX | Jpmorgan Flexible Debt ETF | ETF-Other | 3.90% | -0.09% | +4.73% | |
| 3 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.77% | +0.16% | +272.20% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | +0.34% | -5.09% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.72% | +0.11% | -0.46% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.55% | +0.19% | -0.19% | |
| 7 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.54% | -0.63% | -6.73% | |
| 8 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.27% | -0.56% | -9.04% | |
| 9 | GMED | Globus Medical Inc - A | Stock-Healthcare | 2.25% | -0.35% | — | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 1.96% | -0.40% | -9.54% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -0.11% | +10.62% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.81% | +0.17% | -1.58% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.73% | +1.23% | +6.12% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.69% | -0.34% | -1.18% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.65% | +0.11% | -4.76% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.48% | -0.30% | -10.46% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.46% | -0.07% | +8.02% | |
| 18 | UTG | Reaves Utility Income Fund | Stock-Other | 1.37% | -0.08% | +1.64% | |
| 19 | AMLPUSD | Alerian Mlp ETF | ETF-Other | 1.32% | -0.20% | +9.95% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | -0.03% | -4.69% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | -0.01% | -1.39% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.04% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -0.30% | -3.08% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.16% | -0.39% | -2.17% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | +0.02% | -1.53% | |
| 26 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 1.14% | -0.25% | +45.68% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.11% | -0.23% | -0.05% | |
| 28 | KKR | Kkr & Co Inc | Stock-Financials | 1.05% | -0.01% | +10.59% | |
| 29 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.04% | +0.24% | +1.69% | |
| 30 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | ETF-Other | 1.00% | — | +5.94% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.13% | +1.38% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.97% | +0.15% | +17.57% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.09% | -4.88% | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.90% | +0.07% | +0.19% | |
| 35 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.84% | -0.04% | +29.98% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.82% | -0.16% | +35.13% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.82% | -0.02% | -2.64% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.05% | -0.69% | |
| 39 | HRTS | Tema Heart & Health ETF | ETF-Other | 0.80% | -0.05% | -2.53% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.78% | -0.14% | -5.32% | |
| 41 | TFC | Truist Financial CORP | Stock-Financials | 0.75% | -0.04% | -2.63% | |
| 42 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.75% | +0.04% | +2.04% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.74% | — | -6.23% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.04% | -0.03% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.71% | -0.39% | +5.04% | |
| 46 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-Other | 0.70% | +0.01% | -0.80% | |
| 47 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.70% | -0.13% | +10.09% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-Other | 0.68% | -0.06% | -0.79% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.65% | +0.26% | +61.45% | |
| 50 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.64% | -0.02% | -7.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DVY | Ishares Select Dividend ETF | +1.9% | +272.20% | Add |
| 2 | VRT | Vertiv Holdings Co-a | +0.4% | +1.69% | Add |
| 3 | JPST | Jpmorgan Ultra-short Income | +0.3% | +306.14% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -3.08% | Trim |
| 5 | REMX | Vaneck Rar Earth Nd Stg-usdi | +0.3% | +29.98% | Add |
| 6 | KMI | Kinder Morgan, Inc. | +0.3% | -6.73% | Trim |
| 7 | CVX | Chevron CORP | +0.3% | -2.17% | Trim |
| 8 | BIZD | Vaneck Bdc Income ETF | +0.3% | +45.68% | Add |
| 9 | AMLPUSD | Alerian Mlp ETF | +0.2% | +9.95% | Add |
| 10 | COST | Costco Wholesale CORP | +0.2% | -1.18% | Trim |
| 11 | PFE | Pfizer Inc | +0.2% | +27.87% | Add |
| 12 | MINO | Pimco Municipal Income Oppor | +0.2% | +58.15% | Add |
| 13 | JNJ | Johnson & Johnson | +0.2% | — | Unchanged |
| 14 | LMT | Lockheed Martin CORP | +0.1% | -10.46% | Trim |
| 15 | JMUB | Jpmorgan Municipal ETF | +0.1% | +92.50% | Add |
| 16 | MUB | Ishares National Muni Bond E | +0.1% | +17.57% | Add |
| 17 | HON | Honeywell International Inc | +0.1% | +5.04% | Add |
| 18 | WMT | Walmart Inc | +0.1% | -0.05% | Trim |
| 19 | BX | Blackstone Inc | +0.1% | +61.45% | Add |
| 20 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | +10.09% | Add |
| 21 | UTG | Reaves Utility Income Fund | +0.1% | +1.64% | Add |
| 22 | GLW | Corning Inc | +0.1% | -3.52% | Trim |
| 23 | MUNI | Pimco Intermediate Municipal | +0.1% | +26.24% | Add |
| 24 | BXSL | Blackstone Secured Lending F | +0.1% | +166.64% | Add |
| 25 | JFLX | Jpmorgan Flexible Debt ETF | +0.1% | +4.73% | Add |
| 26 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +8.02% | Add |
| 27 | DE | Deere & Co | +0.1% | -6.23% | Trim |
| 28 | PLTR | Palantir Technologies Inc-a | +0.1% | +35.13% | Add |
| 29 | SBIO | Alps Medical Breakthroughs | +0.1% | +50.09% | Add |
| 30 | ✓ | Merck & Co. | +0.1% | -1.25% | Trim |
| 31 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | +0.1% | +5.94% | Add |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +11.02% | Add |
| 33 | XLE | Ss Energy Select Sector | 0% | -0.31% | Trim |
| 34 | CAT | Caterpillar Inc | 0% | -0.54% | Trim |
| 35 | PEP | Pepsico Inc | 0% | +4.42% | Add |
| 36 | ✓ | 0% | — | Unchanged | |
| 37 | ETN | Eaton Corporation plc | 0% | -1.72% | Trim |
| 38 | VPU | Vanguard Utilities ETF | 0% | -0.79% | Trim |
| 39 | CSCO | Cisco Systems Inc | 0% | +10.71% | Add |
| 40 | LRCXEUR | Lam Research CORP | 0% | +1.72% | Add |
| 41 | DOCN | Digitalocean Holdings Inc | 0% | — | Unchanged |
| 42 | AMGN | Amgen Inc | 0% | -2.64% | Trim |
| 43 | PSX | Phillips 66 | 0% | — | Unchanged |
| 44 | PWR | Quanta Services Inc | 0% | — | Unchanged |
| 45 | FDIG | Fidelity Crypto Indu & Dgtl | 0% | +55.67% | Add |
| 46 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | +0.19% | Add |
| 47 | KO | Coca-cola Co/the | 0% | -1.45% | Trim |
| 48 | BP | Bp Plc-spons Adr | 0% | +7.85% | Add |
| 49 | PPL | Ppl CORP | 0% | +0.65% | Add |
| 50 | ✓ | 0% | +8.58% | Add |
According to official SEC Form 13F filings, Sterling Investment Advisors, Ltd. reported a total U.S. public equity portfolio value of $598.7M across 215 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, JFLX, DVY) accounted for 17.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
CAST
市值: $1.8M
Top Position Liquidated / Trimmed
BINC
前期市值: $4.9M
During Q1 2026, Sterling Investment Advisors, Ltd.'s top holdings by market value included AAPL (6.1%)、JFLX (3.9%)、DVY (3.8%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q1 2026, Sterling Investment Advisors, Ltd. made 168 total portfolio adjustments, initiating 15 new buys, adding to 65 positions, trimming 76 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.