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Portfolio (Quarterly) Guide ↗

Koenig Investment Advisory, LLC

· CIK 0002114481
13F Portfolio $129M AUM 37 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 13 Added 12 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TREKOR METALS LTD COM 215,922.0 $1.5M 1.15% NEW $6.88
2 VGT VANGUARD INFORMATION TECHNOLOGY ETF 2,330.0 $279K 0.22% NEW $119.54 +2.0%
3 GOOGL ALPHABET INC CAP STK CL A Communication Services 686.0 $245K 0.19% NEW $357.47 -4.7%

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 46.1%
Financial Services 21.8%
Healthcare 12.2%
Consumer Defensive 7.9%
Communication Services 6.3%
Industrials 3.5%
Consumer Cyclical 1.3%
Energy 0.9%