Sterling Investment Advisors, Ltd. holds a diversified book of 225 stocks worth $598.7M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Illinois Tool Works and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1701132/holdings"
Use Arkolith to show Sterling Investment Advisors, Ltd.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Sterling Investment Advisors, Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sterling Investment Advisors, Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 73 / 80 | $541.6B |
| JPMORGAN CHASE & CO | 73 / 80 | $495.2B |
| ROYAL BANK OF CANADA | 73 / 80 | $147.7B |
| UBS Group AG | 73 / 80 | $135.5B |
| RAYMOND JAMES FINANCIAL INC | 73 / 80 | $73.9B |
| IFP Advisors, Inc | 73 / 80 | $1.1B |
| WELLS FARGO & COMPANY/MN | 72 / 80 | $135.7B |
| LPL Financial LLC | 72 / 80 | $62.5B |
Ranked by how many of Sterling Investment Advisors, Ltd.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple, Inc. COM | $37.9M | 131.0K | 6.3% | ▼−1.1% Reduced · −2K sh | |
| 2 | iShares Flexible Income Active ETF ETF | $23.5M | 305.3K | 3.9% | ▲+15% Added · +39K sh | |
| 3 | JPMorgan Flexible Debt ETF ETF | $22.8M | 452.1K | 3.8% | ▲+4.3% Added · +19K sh | |
| 4 | Alphabet, Inc. A COM | $18.4M | 51.5K | 3.1% | ▼−1.9% Reduced · −983 sh | |
| 5 | CrowdStrike Holdings, Inc. COM | $17.8M | 23.3K | 3.0% | ▼−5.0% Reduced · −1K sh | |
| 6 | Amazon.com, Inc. COM | $16.9M | 71.0K | 2.8% | ▼−1.7% Reduced · −1K sh | |
| 7 | Nvidia Corp. COM | $16.4M | 82.1K | 2.7% | ▲+1.8% Added · +1K sh | |
| 8 | iShares Core S&P Small-Cap ETF ETF | $11.8M | 79.7K | 2.0% | ▼−0.8% Reduced · −666 sh | |
| 9 | Kinder Morgan, Inc. COM | $11.5M | 358.5K | 1.9% | ▼−14% Reduced · −60K sh | |
| 10 | Globus Medical, Inc. COM | $11.4M | 144.0K | 1.9% | —Held | |
| 11 | Microsoft Corp. COM | $11.0M | 29.4K | 1.8% | ▲+1.8% Added · +515 sh | |
| 12 | Goldman Sachs Group, Inc. COM | $10.6M | 10.4K | 1.8% | ▼−3.2% Reduced · −343 sh | |
| 13 | VanEck Gold Miners ETF ETF | $10.2M | 135.5K | 1.7% | ▼−0.6% Reduced · −800 sh | |
| 14 | SPDR Gold MiniShares ETF ETF | $9.3M | 115.2K | 1.6% | ▲+0.3% Added · +292 sh | |
| 15 | JPMorgan Equity Premium Income ETF ETF | $8.3M | 147.1K | 1.4% | ▲+3.6% Added · +5K sh | |
| 16 | Costco Wholesale Corp. COM | $8.1M | 8.7K | 1.4% | ▼−7.7% Reduced · −727 sh | |
| 17 | Reaves Utility Income Fund COM | $7.7M | 189.7K | 1.3% | ▼−1.4% Reduced · −3K sh | |
| 18 | Vertiv Holdings Co. COM | $7.7M | 22.9K | 1.3% | ▲+0.3% Added · +80 sh | |
| 19 | J.P. Morgan Chase & Co. COM | $7.3M | 22.2K | 1.2% | ▼−4.5% Reduced · −1K sh | |
| 20 | The Home Depot, Inc. COM | $7.1M | 20.3K | 1.2% | ▲+0.8% Added · +159 sh | |
| 21 | Visa, Inc. COM | $7.1M | 20.7K | 1.2% | ▼−2.1% Reduced · −442 sh | |
| 22 | Lockheed Martin Corp. COM | $7.1M | 13.9K | 1.2% | ▲+2.5% Added · +342 sh | |
| 23 | Johnson & Johnson COM | $6.7M | 26.5K | 1.1% | —Held | |
| 24 | iShares S&P National Muni Bond ETF ETF | $6.7M | 62.4K | 1.1% | ▲+23% Added · +12K sh | |
| 25 | Alerian MLP ETF ETF | $6.7M | 129.3K | 1.1% | ▼−6.4% Reduced · −9K sh | |
| 26 | KKR & Co. COM | $6.2M | 68.0K | 1.0% | ▲+8.8% Added · +5K sh | |
| 27 | Alphabet, Inc. C COM | $6.0M | 17.1K | 1.0% | ▼−3.7% Reduced · −666 sh | |
| 28 | JPMorgan International Hedged Equity ETF ETF | $6.0M | 107.7K | 1.0% | ▲+3.0% Added · +3K sh | |
| 29 | SPDR Bloomberg Convertible Securities ETF ETF | $5.8M | 54.0K | 1.0% | ▼−0.7% Reduced · −374 sh | |
| 30 | Blackstone Group, Inc. COM | $5.5M | 46.3K | 0.9% | ▲+48% Added · +15K sh | |
| 31 | VanEck BDC Income ETF ETF | $5.3M | 421.5K | 0.9% | ▼−14% Reduced · −70K sh | |
| 32 | Walmart, Inc. COM | $5.3M | 46.8K | 0.9% | ▼−5.3% Reduced · −3K sh | |
| 33 | ExxonMobil Holdings Corp. COM | $5.2M | 38.0K | 0.9% | ▼−0.2% Reduced · −77 sh | |
| 34 | Meta Platforms, Inc. COM | $5.1M | 9.1K | 0.9% | ▼−4.6% Reduced · −443 sh | |
| 35 | VanEck Rare Earth & Strategic Metals ETF ETF | $4.8M | 54.0K | 0.8% | ▲+2.6% Added · +1K sh | |
| 36 | Amgen, Inc. COM | $4.8M | 13.2K | 0.8% | ▲+2.1% Added · +275 sh | |
| 37 | Global X Robotics & A.I. ETF ETF | $4.7M | 125.0K | 0.8% | ▲+0.4% Added · +550 sh | |
| 38 | Tesla, Inc. COM | $4.7M | 11.1K | 0.8% | ▲+1.3% Added · +138 sh | |
| 39 | Chevron Corp. COM | $4.6M | 27.9K | 0.8% | ▼−9.6% Reduced · −3K sh | |
| 40 | Berkshire Hathaway, Inc. B COM | $4.5M | 9.1K | 0.8% | ▼−3.4% Reduced · −316 sh | |
| 41 | Tema Heart & Health ETF ETF | $4.5M | 124.4K | 0.8% | ▼−5.2% Reduced · −7K sh | |
| 42 | Deere & Co. COM | $4.4M | 7.0K | 0.7% | ▼−4.3% Reduced · −315 sh | |
| 43 | Invesco S&P 500 Equal Weight ETF ETF | $4.2M | 19.9K | 0.7% | ▼−1.7% Reduced · −340 sh | |
| 44 | Truist Financial Corp. COM | $4.2M | 84.8K | 0.7% | ▼−6.1% Reduced · −6K sh | |
| 45 | Palantir Technologies, Inc. COM | $4.0M | 34.0K | 0.7% | ▲+9.1% Added · +3K sh | |
| 46 | PIMCO Municipal Income Opportunities Active ETF ETF | $3.9M | 85.9K | 0.7% | ▲+47% Added · +27K sh | |
| 47 | Cummins, Inc. COM | $3.8M | 5.4K | 0.6% | ▼−6.4% Reduced · −370 sh | |
| 48 | VanEck Morningstar Wide Moat ETF ETF | $3.8M | 36.6K | 0.6% | ▼−18% Reduced · −8K sh | |
| 49 | Cardinal Health, Inc. COM | $3.7M | 15.8K | 0.6% | ▼−5.8% Reduced · −965 sh | |
| 50 | Vanguard Utilities ETF ETF | $3.7M | 18.8K | 0.6% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 228 | $598.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 215 | $552.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 213 | $542.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 203 | $513.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 182 | $456.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 174 | $416.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 161 | $412.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 151 | $394.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.