Sterling Investment Advisors, Ltd. Portfolio Holdings

Sterling Investment Advisors, Ltd.

  • $426 Million
  • Q2 2025

Sterling Investment Advisors, Ltd. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $426 Million distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.6M, Amazon Com Inc with a value of $15.7M, Kinder Morgan, Inc. with a value of $13.2M, Nvidia Corp with a value of $12.9M, and Microsoft Corp with a value of $12.9M.

Examining the 13F form we can see an increase of $37.2M in the current position value, from $389M to 426M.

Below you can find more details about Sterling Investment Advisors, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $426 Million
ETFs: $96.5 Million
Technology: $94.3 Million
Financial Services: $59.3 Million
Consumer Cyclical: $32 Million
Healthcare: $31.5 Million
Industrials: $26.6 Million
Consumer Defensive: $25.5 Million
Energy: $23.2 Million
Other: $37 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$27.6 Million 6.46% of portfolio
134,283
Q2 2025 Added 0.02%
$2.28T
$15.7 Million 3.69% of portfolio
71,694
Q2 2025 Added 2.59%
$61.8B
$13.2 Million 3.09% of portfolio
447,350
Q2 2025 Reduced 1.85%
$431B
$12.9 Million 3.04% of portfolio
81,879
Q2 2025 Added 5.0%
$3.81T
$12.9 Million 3.02% of portfolio
25,887
Q2 2025 Added 2.3%
$101B
$12.2 Million 2.85% of portfolio
23,882
Q2 2025 Reduced 1.78%
$1.07T
$10.3 Million 2.43% of portfolio
58,711
Q2 2025 Added 0.3%
$422B
$9.32 Million 2.19% of portfolio
9,410
Q2 2025 Reduced 3.1%
$4.43B
$9.27 Million 2.17% of portfolio
157,023
Q2 2025 Added 0.51%
$241B
$8.85 Million 2.08% of portfolio
12,502
Q2 2025 Added 1.6%
$127B
$7.73 Million 1.81% of portfolio
58,083
Q2 2025 Added 4.44%
$572B
$7.55 Million 1.77% of portfolio
21,277
Q2 2025 Added 0.85%
$368B
$7.35 Million 1.72% of portfolio
20,046
Q2 2025 Added 1.74%
$850B
$7.05 Million 1.65% of portfolio
24,317
Q2 2025 Added 1.18%
$0
$6.96 Million 1.63% of portfolio
192,359
Q2 2025 Added 3.88%
$123B
$6.8 Million 1.6% of portfolio
14,682
Q2 2025 Added 10.36%
$426B
$5.21 Million 1.22% of portfolio
34,097
Q2 2025 Reduced 4.17%
$12.2B
$4.96 Million 1.16% of portfolio
136,075
Q2 2025 Reduced 0.29%
$258B
$4.69 Million 1.1% of portfolio
47,969
Q2 2025 Reduced 1.83%
$631B
$4.56 Million 1.07% of portfolio
9,397
Q2 2025 Added 4.43%
$296B
$4.38 Million 1.03% of portfolio
30,565
Q2 2025 Added 14.87%
$465B
$4.23 Million 0.99% of portfolio
39,263
Q2 2025 Added 2.39%
$151B
$4.15 Million 0.97% of portfolio
8,154
Q2 2025 Reduced 0.05%
$59.7B
$4.14 Million 0.97% of portfolio
96,326
Q2 2025 Reduced 4.92%
$151B
$3.76 Million 0.88% of portfolio
32,560
Q2 2025 Added 0.06%
$160B
$3.76 Million 0.88% of portfolio
16,152
Q2 2025 Added 6.04%
$160B
$3.66 Million 0.86% of portfolio
13,119
Q2 2025 Added 2.1%
$41B
$3.53 Million 0.83% of portfolio
11,240
Q2 2025 Reduced 10.57%
$167B
$3.43 Million 0.81% of portfolio
3,270
Q1 2025 Added 1.71%
$36.2B
$3.47 Million 0.81% of portfolio
48,195
Q2 2025 Added 0.52%
$302B
$3.4 Million 0.8% of portfolio
24,923
Q2 2025 Added 28.54%
$1.12T
$3.42 Million 0.8% of portfolio
19,266
Q2 2025 Reduced 0.64%
$369B
$3.17 Million 0.74% of portfolio
19,899
Q2 2025 Added 1.1%
$41.8B
$3.16 Million 0.74% of portfolio
18,815
Q2 2025 Reduced 0.66%
$122B
$2.92 Million 0.69% of portfolio
19,537
Q2 2025 Added 7.77%
$169B
$2.96 Million 0.69% of portfolio
32,421
Q2 2025 Reduced 0.1%
$104B
$2.89 Million 0.68% of portfolio
13,065
Q2 2025 Reduced 3.21%
$136B
$2.8 Million 0.66% of portfolio
12,614
Q2 2025 Added 1.09%
$152B
$2.55 Million 0.6% of portfolio
7,135
Q2 2025 Reduced 1.45%
$671B
$2.42 Million 0.57% of portfolio
11,075
Q2 2025 Reduced 0.01%
$51.6B
$2.27 Million 0.53% of portfolio
15,613
Q2 2025 Added 4.17%
$8.85B
$2.13 Million 0.5% of portfolio
57,995
Q2 2025 New
$4.22B
$2.08 Million 0.49% of portfolio
5,157
Q2 2025 Reduced 9.24%
$15.1B
$2.04 Million 0.48% of portfolio
36,320
Q2 2025 Reduced 1.63%
$138B
$1.97 Million 0.46% of portfolio
81,226
Q2 2025 Added 6.06%
$59B
$1.94 Million 0.46% of portfolio
3,697
Q2 2025 Reduced 0.4%
$49.1B
$1.98 Million 0.46% of portfolio
6,050
Q1 2025 Reduced 3.59%
$85.4B
$1.9 Million 0.45% of portfolio
14,254
Q2 2025 Added 8.31%
$5.25B
$1.86 Million 0.44% of portfolio
55,500
Q2 2025 Added 1.09%

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $426 Million
  • Prior Value $389 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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