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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 8 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LIN LINDE PLC Basic Materials 751.0 $390K 0.07% NEW $518.94 -5.6%
142 IBM INTERNATIONAL BUSINESS MACHS Technology 1,385.0 $389K 0.07% NEW $281.21 -17.8%
143 ORCL ORACLE CORP Technology 2,611.0 $383K 0.07% NEW $146.55 -2.8%
144 XOM EXXON MOBIL CORP Energy 2,790.0 $381K 0.07% NEW $136.70 +20.0%
145 JEPQ J P MORGAN EXCHANGE TRADED F 6,199.0 $381K 0.07% NEW $61.46 -3.3%
146 MUB ISHARES TR 3,529.0 $380K 0.07% NEW $107.62 -2.1%
147 EMB ISHARES TR 3,924.0 $378K 0.07% NEW $96.44 -1.6%
148 SCHB SCHWAB STRATEGIC TR 13,067.0 $378K 0.07% NEW $28.96 +1.9%
149 CINF CINCINNATI FINL CORP Financial Services 2,023.0 $374K 0.07% NEW $185.10 -7.5%
150 AEP AMERICAN ELEC PWR CO INC Utilities 2,701.0 $370K 0.07% NEW $136.83 -10.9%
151 EOG EOG RES INC Energy 2,803.0 $364K 0.07% NEW $129.73 +15.8%
152 SPYV SPDR SERIES TRUST 5,860.0 $356K 0.07% NEW $60.79 +4.8%
153 CORGI ETF TR I 10,832.0 $346K 0.07% NEW $31.98
154 CB CHUBB LIMITED Financial Services 1,012.0 $345K 0.07% NEW $340.74 +1.5%
155 VXUS VANGUARD STAR FDS 4,000.0 $342K 0.07% NEW $85.49 +2.0%
156 AXON AXON ENTERPRISE INC Industrials 600.0 $336K 0.06% NEW $560.61 +6.6%
157 SOXX ISHARES TR 509.0 $326K 0.06% NEW $640.76 -21.0%
158 IGIB ISHARES TR 6,077.0 $323K 0.06% NEW $53.17 -1.8%
159 IRM IRON MTN INC DEL Real Estate 2,546.0 $322K 0.06% NEW $126.31 -4.1%
160 CORGI ETF TR I 10,124.0 $321K 0.06% NEW $31.71
Page 8 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%