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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 3 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TLH ISHARES TR 22,193.0 $2.2M 0.42% NEW $100.35 -3.1%
42 META META PLATFORMS INC Communication Services 3,916.0 $2.2M 0.42% NEW $563.23 -1.4%
43 CSCO CISCO SYS INC Technology 17,971.0 $2.1M 0.40% NEW $117.46 -5.6%
44 MU MICRON TECHNOLOGY INC Technology 1,716.0 $2.0M 0.38% NEW $1154.29 -20.6%
45 V VISA INC Financial Services 5,470.0 $1.9M 0.36% NEW $343.10 +10.8%
46 VGK VANGUARD INTL EQUITY INDEX F 21,027.0 $1.9M 0.35% NEW $88.54 +4.6%
47 TER TERADYNE INC Technology 3,804.0 $1.8M 0.35% NEW $483.84 -25.0%
48 WMB WILLIAMS COS INC Energy 23,752.0 $1.8M 0.34% NEW $74.34 -4.5%
49 AMD ADVANCED MICRO DEVICES INC Technology 2,865.0 $1.7M 0.32% NEW $580.91 -20.9%
50 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,222.0 $1.7M 0.32% NEW $746.67 +2.4%
51 LLY ELI LILLY & CO Healthcare 1,379.0 $1.7M 0.31% NEW $1199.43 +3.6%
52 SYSB ISHARES TR 18,481.0 $1.6M 0.31% NEW $88.72 -1.5%
53 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.28% NEW $748850.00
54 GS GOLDMAN SACHS GROUP INC Financial Services 1,472.0 $1.5M 0.28% NEW $1011.37 +2.2%
55 GGOV BLACKROCK ETF TRUST II 29,364.0 $1.5M 0.28% NEW $50.29 -0.2%
56 NEE NEXTERA ENERGY INC Utilities 16,647.0 $1.5M 0.28% NEW $87.77 -4.3%
57 MRK MERCK & CO INC Healthcare 11,335.0 $1.5M 0.28% NEW $128.50 +17.1%
58 IALT BLACKROCK ETF TRUST 51,508.0 $1.4M 0.27% NEW $28.05 +3.0%
59 MCD MCDONALDS CORP Consumer Cyclical 5,123.0 $1.4M 0.26% NEW $270.33 +0.9%
60 IVW ISHARES TR 9,915.0 $1.4M 0.26% NEW $137.53 +0.6%
Page 3 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%