Sterling Investment Advisors, Ltd.

Position in SHOP — Shopify Inc.

CIK 1701132 BERWYN, PA

Position in SHOP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,970,621

-$331,997 QoQ

Shares Held

26,017

-6.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#515

of 1,697 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sterling Investment Advisors, Ltd. holds $4,630,519 across 4 Software - Application names. SHOP ranks #1 (64.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc. This page	26,017	$2,970,621
2	PAYX	Paychex Inc	8,425	$828,430
3	MSTR	Strategy Inc	5,673	$493,153
4	VERX	Vertex, Inc.	29,470	$338,315

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,970,621	26,017	-6.6%	Shares	Sole	2026-07-28
2026-03-31	$3,302,618	27,842	-4.1%	Shares	Sole	2026-05-04
2025-12-31	$4,674,890	29,042	-11.1%	Shares	Sole	2026-02-09
2025-09-30	$4,857,169	32,684	+0.4%	Shares	Sole	2025-10-28
2025-06-30	$3,755,796	32,560	+0.1%	Shares	Sole	2025-07-17
2025-03-31	$3,106,919	32,540	-3.2%	Shares	Sole	2025-05-07
2024-12-31	$3,575,877	33,630	-3.6%	Shares	Sole	2025-02-04
2024-09-30	$2,796,565	34,896	-4.3%	Shares	Sole	2024-10-24
2024-06-30	$2,407,588	36,451	-4.1%	Shares	Sole	2024-08-05
2024-03-31	$2,934,543	38,027	-0.3%	Shares	Sole	2024-05-01
2023-12-31	$2,970,093	38,127	+1.5%	Shares	Sole	2024-02-09
2023-09-30	$2,049,321	37,554	+7.8%	Shares	Sole	2023-11-06
2023-06-30	$2,251,310	34,850	-6.6%	Shares	Sole	2023-08-03
2023-03-31	$1,789,024	37,318	+7.7%	Shares	Sole	2023-04-25
2022-12-31	$1,202,632	34,648	-2.6%	Shares	Sole	2023-02-07
2022-09-30	$958,740	35,588	+4.4%	Shares	Sole	2022-11-03
2022-06-30	$1,064,659	34,080	+1092.9%	Shares	Sole	2022-08-05
2022-03-31	$1,931,217	2,857	+10.7%	Shares	Sole	2022-05-03
2021-12-31	$3,556,420	2,582	+28.2%	Shares	Sole	2022-02-02
2021-09-30	$2,730,540	2,014	-1.5%	Shares	Sole	2021-11-09
2021-06-30	$2,986,243	2,044	-6.0%	Shares	Sole	2021-07-29
2021-03-31	$2,406,637	2,175	-0.5%	Shares	Sole	2021-05-04
2020-12-31	$2,473,310	2,185	-13.5%	Shares	Sole	2021-01-21
2020-09-30	$2,582,999	2,525	-17.8%	Shares	Sole	2020-10-26
2020-06-30	$2,914,044	3,070	-4.7%	Shares	Sole	2020-07-24
2020-03-31	$1,342,514	3,220	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.