CIK 1701132
Sterling Investment Advisors, Ltd.
Institutional 13F holdings & portfolio
Holdings
211
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 211
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HON | Honeywell International, Inc. | 16K | $1M+ | SH |
| SCHW | The Charles Schwab Corp. | 32K | $1M+ | SH |
| OHI | Omega Healthcare Investors, Inc. | 70K | $1M+ | SH |
| CMI | Cummins, Inc. | 6K | $1M+ | SH |
| LOW | Lowe's Companies, Inc. | 12K | $1M+ | SH |
| REMX | VanEck Rare Earth & Strategic Metals ETF | 41K | $1M+ | SH |
| BX | Blackstone Group, Inc. | 19K | $1M+ | SH |
| PFF | iShares US Preferred Stock ETF | 94K | $1M+ | SH |
| MOS | The Mosaic Co. | 120K | $1M+ | SH |
| PG | Procter & Gamble Co. | 20K | $1M+ | SH |
| — | Merck & Co. | 26K | $1M+ | SH |
| REGN | Regeneron Pharmaceuticals, Inc. | 3K | $1M+ | SH |
| ZS | Zscaler, Inc. | 11K | $1M+ | SH |
| MDY | SPDR S&P MidCap 400 ETF | 4K | $1M+ | SH |
| PFE | Pfizer, Inc. | 98K | $1M+ | SH |
| LLY | Eli Lilly & Co. | 2K | $1M+ | SH |
| ETN | Eaton Corp. | 7K | $1M+ | SH |
| SPMD | SPDR Mid Cap ETF | 39K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 3K | $1M+ | SH |
| MDT | Medtronic plc | 23K | $1M+ | SH |
| ORCL | Oracle Corp. | 11K | $1M+ | SH |
| AMT | American Tower Corp. | 11K | $1M+ | SH |
| MUNI | PIMCO Intermediate Muni Bond Active ETF | 36K | $1M+ | SH |
| EMR | Emerson Electric Co. | 14K | $1M+ | SH |
| IBIT | iShares Bitcoin Trust ETF | 36K | $1M+ | SH |
| MCD | McDonald's Corp. | 6K | $1M+ | SH |
| PEP | PepsiCo, Inc. | 12K | $1M+ | SH |
| CSCO | Cisco Systems, Inc. | 23K | $1M+ | SH |
| QQQ | Invesco QQQ ETF | 3K | $1M+ | SH |
| MINO | PIMCO Municipal Income Opportunities Active ETF | 37K | $1M+ | SH |
| PAYX | Paychex, Inc. | 15K | $1M+ | SH |
| SMH | VanEck Semiconductor ETF | 4K | $1M+ | SH |
| ABT | Abbott Laboratories | 12K | $1M+ | SH |
| KO | Coca-Cola Co. | 21K | $1M+ | SH |
| JBND | JPMorgan Active Bond ETF | 24K | $1M+ | SH |
| JCPB | JPMorgan Core Plus Bond ETF | 27K | $1M+ | SH |
| FNX | First Trust Mid Cap Core AlphaDEX ETF | 10K | $1M+ | SH |
| SPYG | SPDR S&P 500 Growth ETF | 12K | $1M+ | SH |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 22K | $1M+ | SH |
| EEM | iShares MSCI Emerging Markets Index Fund ETF | 21K | $1M+ | SH |
| SYK | Stryker Corp. | 3K | $1M+ | SH |
| GLW | Corning, Inc. | 13K | $1M+ | SH |
| GDXJ | VanEck Junior Gold Miners ETF | 10K | $1M+ | SH |
| CAT | Caterpillar, Inc. | 2K | $1M+ | SH |
| WTRG | Essential Utilities, Inc. | 27K | $1M+ | SH |
| MDLZ | Mondelez International, Inc. | 19K | $1M+ | SH |
| RTX | RTX Corp. | 5K | $500K+ | SH |
| PPL | PPL Corp. | 27K | $500K+ | SH |
| GIS | General Mills, Inc. | 20K | $500K+ | SH |
| VTI | Vanguard Total Stock Market Index ETF | 3K | $500K+ | SH |