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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 4 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLACKROCK ETF TRUST 36,762.0 $1.3M 0.26% NEW $36.60
62 BAC BANK OF AMER CORP Financial Services 22,731.0 $1.3M 0.25% NEW $56.98 +9.4%
63 SCHG SCHWAB STRATEGIC TR 36,739.0 $1.2M 0.24% NEW $33.84 +3.9%
64 OKE ONEOK INC NEW Energy 14,269.0 $1.2M 0.23% NEW $86.94 +7.0%
65 GE GE AEROSPACE Industrials 3,258.0 $1.2M 0.23% NEW $373.73 -8.5%
66 USHY ISHARES TR 32,726.0 $1.2M 0.23% NEW $37.02 -0.4%
67 VEA VANGUARD TAX-MANAGED FDS 16,266.0 $1.2M 0.22% NEW $71.25 +2.5%
68 JNJ JOHNSON & JOHNSON Healthcare 4,532.0 $1.2M 0.22% NEW $253.97 +7.5%
69 PM PHILIP MORRIS INTL INC Consumer Defensive 6,255.0 $1.1M 0.21% NEW $180.90 +5.8%
70 KLAC KLA CORP Technology 3,729.0 $1.1M 0.21% NEW $301.71 -39.8%
71 PG PROCTER & GAMBLE CO Consumer Defensive 7,382.0 $1.1M 0.20% NEW $146.65 -0.0%
72 MO ALTRIA GROUP INC Consumer Defensive 14,971.0 $1.1M 0.20% NEW $71.95 -4.8%
73 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 9,885.0 $1.1M 0.20% NEW $107.78 +3.8%
74 MGK VANGUARD WORLD FD 12,097.0 $1.1M 0.20% NEW $87.91 +0.5%
75 BKR BAKER HUGHES COMPANY Energy 19,081.0 $1.1M 0.20% NEW $55.50 +11.7%
76 RSP INVESCO EXCHANGE TRADED FD T 4,803.0 $1.0M 0.19% NEW $212.77 +4.3%
77 SHYG ISHARES TR 23,932.0 $1.0M 0.19% NEW $42.41 -0.4%
78 ABBV ABBVIE INC Healthcare 4,016.0 $1.0M 0.19% NEW $251.64 +5.1%
79 SCHD SCHWAB STRATEGIC TR 30,370.0 $963K 0.18% NEW $31.71 +11.0%
80 CVX CHEVRON CORPORATION Energy 5,804.0 $962K 0.18% NEW $165.76 +22.5%
Page 4 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%