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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 6 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWF ISHARES TR 5,508.0 $684K 0.13% NEW $124.17 -2.5%
102 MINT PIMCO ETF TR 6,624.0 $668K 0.13% NEW $100.81 -0.1%
103 DLR DIGITAL RLTY TR INC Real Estate 3,664.0 $658K 0.12% NEW $179.58 +5.0%
104 IP INTERNATIONAL PAPER CO Consumer Cyclical 17,171.0 $654K 0.12% NEW $38.10 +7.7%
105 C CITIGROUP INC Financial Services 4,565.0 $639K 0.12% NEW $139.96 -5.9%
106 CTAS CINTAS CORP Industrials 3,731.0 $635K 0.12% NEW $170.08 +21.9%
107 ASML ASML HLDG NV Technology 316.0 $629K 0.12% NEW $1989.44 -12.5%
108 HYG ISHARES TR 7,771.0 $621K 0.12% NEW $79.97 -0.3%
109 PLTR PALANTIR TECHNOLOGIES INC Technology 5,321.0 $621K 0.12% NEW $116.67 +50.8%
110 VOE VANGUARD INDEX FDS 3,097.0 $612K 0.12% NEW $197.60 +6.1%
111 VOT VANGUARD INDEX FDS 1,970.0 $603K 0.12% NEW $306.30 -1.3%
112 SCHK SCHWAB STRATEGIC TR 16,598.0 $599K 0.11% NEW $36.06 +2.2%
113 IWS ISHARES TR 3,635.0 $598K 0.11% NEW $164.61 +4.4%
114 AGNC AGNC INVT CORP Real Estate 54,761.0 $597K 0.11% NEW $10.90 +0.7%
115 TMUS T-MOBILE US INC Communication Services 3,540.0 $594K 0.11% NEW $167.73 +8.9%
116 QUAL ISHARES TR 2,633.0 $578K 0.11% NEW $219.43 +2.0%
117 ARCC ARES CAPITAL CORP Financial Services 30,605.0 $567K 0.11% NEW $18.53 +8.2%
118 J P MORGAN EXCHANGE TRADED F 11,096.0 $561K 0.11% NEW $50.57
119 TJX TJX COS INC NEW Consumer Cyclical 3,604.0 $546K 0.10% NEW $151.50 -7.1%
120 PANW PALO ALTO NETWORKS INC Technology 1,599.0 $545K 0.10% NEW $341.02 +2.9%
Page 6 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%