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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
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BA BOEING CO COM Industrials 4,157.0 $900K 0.70% -208.0 -4.8% $216.48 -3.0%
22 EPD ENTERPRISE PRODS PARTNERS L P COM 22,193.0 $816K 0.63% -291.0 -1.3% $36.76
23 VBR VANGUARD SMALL CAP VALUE ETF 3,312.0 $805K 0.62% -609.0 -15.5% $242.98 +2.2%
24 VUG VANGUARD GROWTH ETF 8,332.0 $718K 0.56% +7K +524.1% $86.14 +3.2%
25 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 3,687.0 $583K 0.45% -749.0 -16.9% $158.03 +4.0%
26 EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND 5,597.0 $554K 0.43% -34.0 -0.6% $98.93 +0.2%
27 BAC BANK OF AMER CORP COM Financial Services 7,656.0 $436K 0.34% $56.98 +7.3%
28 VXF VANGUARD EXTENDED MARKET ETF 1,534.0 $378K 0.29% -1K -41.8% $246.13 -0.2%
29 WFC WELLS FARGO & CO COM Financial Services 4,380.0 $362K 0.28% $82.64 +2.8%
30 AMZN AMAZON COM INC COM Consumer Cyclical 1,461.0 $348K 0.27% +43.0 +3.0% $238.34 +7.5%
31 NVDA NVIDIA CORPORATION COM Technology 1,471.0 $294K 0.23% -11.0 -0.7% $200.05 +14.0%
32 DSI ISHARES ESG MSCI KLD 400 ETF 2,051.0 $292K 0.23% $142.40 +4.4%
33 BERKSHIRE HATHAWAY INC DEL CL B NEW 583.0 $292K 0.23% $500.39
34 VGT VANGUARD INFORMATION TECHNOLOGY ETF 2,330.0 $279K 0.22% NEW $119.54 +2.0%
35 T AT&T INC COM Communication Services 13,286.0 $275K 0.21% -138.0 -1.0% $20.70 +22.9%
36 GOOGL ALPHABET INC CAP STK CL A Communication Services 686.0 $245K 0.19% NEW $357.47 -4.7%
37 ENB ENBRIDGE INC COM Energy 4,500.0 $244K 0.19% $54.21 -7.9%
Page 2 of 2  ·  37 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 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%