Long-term investor
Sterling Investment Advisors, Ltd. @sterlinginvestmentadvisoge5p
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001701132).
Record
- Tracked since 2025-06-30 (446 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days +4.2% · 6 months n/a · 1 year +13.1% · all +13.1%
- Max drawdown n/a · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.3% · long · since 2025-06-30
- 464287168 · 3.9% · long · since 2025-06-30
- 46654Q559 · 3.8% · long · since 2025-09-30
- 02079K305 · 3.1% · long · since 2025-06-30
- CRWD · 3.0% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- 78468R853 · 2.0% · long · since 2025-06-30
- KMI · 1.9% · long · since 2025-06-30
- 379577208 · 1.9% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- GS · 1.8% · long · since 2025-06-30