Sterling Investment Advisors, Ltd.
•CIK: 1701132•Filing: Q4 2025
**Sterling Investment Advisors, Ltd.** manages $543M across a diversified portfolio of 208 positions. The firm maintains significant exposure to mega-cap technology leaders, notably holding AAPL at $36.7M and GOOGL at $17.3M. Further concentration is evident in core growth names such as AMZN ($16.7M) and NVDA ($15.1M). This allocation profile suggests a strategic focus on established technology pillars alongside diversified sector plays.
Total AUM
$542.9M
QoQ Performance
+5.7%
Positions
208
Top 10 Concentration
31.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.8%
JFLX3.8%
GOOGL3.2%
AMZN3.1%
NVDA2.8%
GDX2.4%
MSFT2.3%
GMED2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.6%
Technology18.6%
Consumer8.7%
Financial5.5%
Industrial3.2%
Healthcare3.1%
Energy1.9%
Consumer Staples0.9%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW15 new positions
↑80 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022