Institutional Fund
Sterling Investment Advisors, Ltd.
Berwyn, PACIK 17011325 filings on record
Portfolio Value
$552.36M
Q1 2026
Holdings
212
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+1.7%
from $542.91M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.1%
- J P Morgan Exchange Traded F3.9%
- Ishares Tr3.8%
- Alphabet Inc2.7%
- Amazon Com Inc2.7%
- Nvidia Corporation2.5%
- Other78.2%
Portfolio Holdings
212 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 132.5K | $33.63M | 6.1% | −2.3K | Reduced |
| 2 | J P Morgan Exchange Traded F | 433.5K | $21.53M | 3.9% | +19.6K | Added |
| 3 | Ishares Tr | 266.0K | $20.82M | 3.8% | +194.5K | Added |
| 4 | Alphabet Inc | 52.5K | $15.09M | 2.7% | −2.8K | Reduced |
| 5 | Amazon Com Inc | 72.2K | $15.04M | 2.7% | −335 | Reduced |
| 6 | Nvidia Corporation | 80.6K | $14.06M | 2.5% | −153 | Reduced |
| 7 | Kinder Morgan Inc Del | 418.7K | $14.04M | 2.5% | −30.2K | Reduced |
| 8 | Vaneck ETF Trust | 136.3K | $12.51M | 2.3% | −13.6K | Reduced |
| 9 | Globus Med Inc | 144.0K | $12.41M | 2.2% | 0 | Held |
| 10 | Spdr Gold Tr | 114.9K | $10.85M | 2.0% | −12.1K | Reduced |
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