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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 5 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LMT LOCKHEED MARTIN CORP Industrials 1,877.0 $956K 0.18% NEW $509.57 +10.7%
82 T AT&T INC Communication Services 45,330.0 $938K 0.18% NEW $20.70 +24.1%
83 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 991.0 $927K 0.18% NEW $935.01 +3.9%
84 MA MASTERCARD INCORPORATED Financial Services 1,724.0 $886K 0.17% NEW $513.72 +16.8%
85 SO SOUTHERN CO Utilities 9,082.0 $869K 0.17% NEW $95.71 -5.9%
86 PEP PEPSICO INC Consumer Defensive 6,285.0 $851K 0.16% NEW $135.40 +6.8%
87 DHT DHT HOLDINGS INC Energy 50,568.0 $836K 0.16% NEW $16.53 +19.3%
88 VLO VALERO ENERGY CORP Energy 3,202.0 $834K 0.16% NEW $260.44 +32.9%
89 DFVX DIMENSIONAL ETF TRUST 10,022.0 $824K 0.16% NEW $82.23 +4.2%
90 SPYG SPDR SERIES TRUST 6,872.0 $818K 0.15% NEW $118.99 +0.3%
91 SCHV SCHWAB STRATEGIC TR 23,344.0 $813K 0.15% NEW $34.81 +0.2%
92 BKLN INVESCO EXCH TRADED FD TR II 39,373.0 $802K 0.15% NEW $20.37 +0.6%
93 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,585.0 $795K 0.15% NEW $501.41 +25.4%
94 OHI OMEGA HEALTHCARE INVS INC Real Estate 16,584.0 $791K 0.15% NEW $47.68 -2.3%
95 DTE DTE ENERGY CO Utilities 5,085.0 $775K 0.15% NEW $152.37 -11.0%
96 MGV VANGUARD WORLD FD 4,599.0 $752K 0.14% NEW $163.45 +3.0%
97 TT TRANE TECHNOLOGIES PLC Industrials 1,493.0 $733K 0.14% NEW $491.16 -7.8%
98 INTC INTEL CORP Technology 5,139.0 $718K 0.14% NEW $139.63 -37.5%
99 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 743.0 $717K 0.14% NEW $965.00 -17.7%
100 AMLP ALPS ETF TR 13,744.0 $713K 0.14% NEW $51.85 +5.9%
Page 5 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%