Sterling Investment Advisors, Ltd.
Top Portfolio Positions
115 positions ·
$391,656,943 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
114,915 | $49,446,774 | 12.63% | |
| AAPL |
Apple Inc.
Technology
|
132,495 | $33,625,906 | 8.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
52,480 | $15,091,148 | 3.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
72,218 | $15,040,842 | 3.84% | |
| NVDA |
Nvidia Corp
Technology
|
80,639 | $14,063,441 | 3.59% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
418,709 | $14,039,312 | 3.58% | |
| GMED |
Globus Medical Inc
Healthcare
|
144,023 | $12,409,021 | 3.17% | |
| MSFT |
Microsoft Corp
Technology
|
28,891 | $10,694,581 | 2.73% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
24,483 | $9,558,408 | 2.44% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
9,383 | $9,349,502 | 2.39% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,558,414 | 192,424 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,925,618 | 189,328 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,561,675 | 190,855 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,959,548 | 192,359 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,025,789 | 185,181 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,664,207 | 178,738 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,730,627 | 174,661 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,668,605 | 170,886 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,226,680 | 156,776 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,290,196 | 123,044 | Shares | Sole | 2024-02-09 | |
| 2022-06-30 | $52,514 | 1,694 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $58,561 | 1,694 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $59,493 | 1,694 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $55,512 | 1,694 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $58,121 | 1,694 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $75,408 | 2,251 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $73,711 | 2,248 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $70,058 | 2,239 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $67,271 | 2,229 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $63,825 | 2,220 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||