Sterling Investment Advisors, Ltd.
Top Portfolio Positions
115 positions ·
$384,488,137 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
114,915 | $49,446,774 | 12.86% | |
| AAPL |
Apple Inc.
Technology
|
132,495 | $33,625,906 | 8.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
52,480 | $15,091,148 | 3.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
72,218 | $15,040,842 | 3.91% | |
| NVDA |
Nvidia Corp
Technology
|
80,639 | $14,063,441 | 3.66% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
418,709 | $14,039,312 | 3.65% | |
| GMED |
Globus Medical Inc
Healthcare
|
144,023 | $12,409,021 | 3.23% | |
| MSFT |
Microsoft Corp
Technology
|
28,891 | $10,694,581 | 2.78% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
9,383 | $9,349,502 | 2.43% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
10,787 | $9,125,694 | 2.37% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CAST
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,794,128 | 402,271 | Shares | Sole | 2026-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||