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Portfolio (Quarterly) Guide ↗

Pinion Investment Advisors, LLC

· CIK 0001738738
13F Portfolio $527M AUM 205 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 205 New
Page 10 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MET METLIFE INC Financial Services 3,270.0 $277K 0.05% NEW $84.61 +13.5%
182 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 567.0 $271K 0.05% NEW $477.57 -14.1%
183 VBR VANGUARD INDEX FDS 1,095.0 $266K 0.05% NEW $242.99 +2.2%
184 HCA HCA HEALTHCARE INC Healthcare 649.0 $253K 0.05% NEW $389.89 +10.1%
185 BA BOEING CO Industrials 1,157.0 $250K 0.05% NEW $216.41 -2.8%
186 VB VANGUARD INDEX FDS 799.0 $242K 0.05% NEW $303.28 -0.1%
187 NOC NORTHROP GRUMMAN CORP Industrials 472.0 $240K 0.05% NEW $509.11 +7.7%
188 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 9,392.0 $240K 0.05% NEW $25.55 +0.8%
189 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,158.0 $240K 0.04% NEW $57.62 +16.6%
190 KLARNA GROUP PLC 11,724.0 $237K 0.04% NEW $20.24
191 AVUV AMERICAN CENTY ETF TR 1,863.0 $232K 0.04% NEW $124.77 +0.8%
192 ICVT ISHARES TR 1,898.0 $231K 0.04% NEW $121.74 -5.6%
193 ANET ARISTA NETWORKS INC Technology 1,358.0 $231K 0.04% NEW $169.88 +10.7%
194 EPD ENTERPRISE PRODS PARTNERS L 6,273.0 $231K 0.04% NEW $36.76
195 LRCX LAM RESEARCH CORP Technology 525.0 $227K 0.04% NEW $433.33 -28.2%
196 DELL DELL TECHNOLOGIES INC Technology 508.0 $219K 0.04% NEW $431.57 +0.9%
197 SRLN SSGA ACTIVE ETF TR 5,309.0 $214K 0.04% NEW $40.29 +0.8%
198 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,571.0 $209K 0.04% NEW $81.16 -9.6%
199 VONG VANGUARD SCOTTSDALE FDS 1,622.0 $207K 0.04% NEW $127.81 -2.2%
200 F FORD MTR CO Consumer Cyclical 14,849.0 $206K 0.04% NEW $13.90 +0.2%
Page 10 of 11  ·  205 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.2%
Financial Services 15.2%
Healthcare 10.8%
Consumer Cyclical 10.7%
Communication Services 8.4%
Industrials 7.9%
Energy 6.4%
Consumer Defensive 6.1%
Utilities 4.0%
Real Estate 2.9%