Pinion Investment Advisors, LLC

CIK

1738738

Location

WICHITA, KS

Portfolio Value

Small $110,764,251

Diversification

Diversified

Filing Date

Global Rank

#5,134 / 8,232 ▲ 237

Top Industry

Semiconductors 7.9%

3Y Alpha vs SPY

-1.6%

Period ended 2 months ago

Filed Apr 24, 2026 · 51d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.6%

SPY

+76.3%

Annualised alpha

-1.6%

Max drawdown

−15.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

103 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.7%

−0.3 pts

Top 5

22.0%

−1.6 pts

Top 10

40.7%

−0.9 pts

HHI

227

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.6%	$21,758,970	15
Financial Services	14.1%	$15,596,909	15
Consumer Cyclical	10.7%	$11,880,055	7
Healthcare	10.5%	$11,644,976	12
Communication Services	8.5%	$9,445,167	5
Energy	8.1%	$8,928,206	11
Industrials	8.0%	$8,906,645	12
Consumer Defensive	7.6%	$8,447,494	8
Unclassified	5.7%	$6,304,956	3
Utilities	4.4%	$4,906,347	9
Real Estate	2.4%	$2,636,164	5
Basic Materials	0.3%	$308,362	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	+8,157	24,182	$1,178,872
STWD	Starwood Property Trust, Inc.	+5,210	28,389	$488,858
NEE	Nextera Energy Inc	+4,368	16,175	$1,502,334
AMZN	Amazon Com Inc	+2,769	18,349	$3,821,546
JNJ	Johnson & Johnson	+1,722	4,091	$1,000,004
GE	General Electric Co	+1,366	2,935	$832,864
NVDA	Nvidia Corp	+1,332	30,040	$5,238,976
BKR	Baker Hughes Co	+1,166	18,253	$1,114,345
MSFT	Microsoft Corp	+1,165	12,245	$4,532,731
VZ	Verizon Communications Inc	+1,019	7,413	$372,132
AAPL	Apple Inc.	+1,000	18,211	$4,621,769
KO	Coca Cola Co	+984	4,857	$369,374
META	Meta Platforms, Inc.	+858	3,661	$2,094,567
C	Citigroup Inc	+803	2,985	$338,528
IP	International Paper Co /New/	+577	16,011	$571,592
LLY	ELI LILLY & Co	+482	1,248	$1,147,872
COF	Capital One Financial Corp	+403	2,045	$373,069
PG	PROCTER & GAMBLE Co	+347	6,492	$937,704
UNH	Unitedhealth Group Inc	+321	1,684	$455,673
ORCL	Oracle Corp	+300	3,134	$461,042
UNP	Union Pacific Corp	+183	13,780	$3,343,303
IBM	International Business Machines Corp	+162	1,127	$273,173
ISRG	Intuitive Surgical Inc	+155	843	$388,614
TJX	Tjx Companies Inc /De/	+120	3,100	$495,070
SYK	Stryker Corp	+109	809	$265,829
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DHT	DHT Holdings, Inc.	−11,772	51,607	$942,859
T	At&T Inc.	−6,788	45,186	$1,309,942
PANW	Palo Alto Networks Inc	−5,820	1,336	$214,187
ARCC	Ares Capital Corp	−5,132	30,254	$545,177
WMB	Williams Companies, Inc.	−3,644	24,273	$1,766,588
OHI	Omega Healthcare Investors Inc	−3,377	16,663	$730,172
MO	Altria Group, Inc.	−2,774	14,425	$951,905
CSCO	Cisco Systems, Inc.	−2,231	17,316	$1,343,548
PFE	Pfizer Inc	−2,133	10,342	$290,403
PFG	Principal Financial Group Inc	−1,883	9,970	$898,396
UL	Unilever PLC	−1,635	8,108	$461,912
CTAS	Cintas Corp	−1,135	4,435	$750,135
WMT	Walmart Inc.	−1,070	20,571	$2,556,563
F	Ford Motor Co	−1,023	15,781	$182,112
VLO	Valero Energy Corp/Tx	−979	3,394	$838,589
DTE	Dte Energy Co	−945	4,880	$713,553
PM	Philip Morris International Inc.	−900	6,070	$1,003,613
AAAU	Goldman Sachs Physical Gold ETF	−888	100,604	$4,646,898
ABBV	AbbVie Inc.	−773	3,960	$861,260
MRK	Merck & Co., Inc.	−701	10,412	$1,252,459
LMT	Lockheed Martin Corp	−614	1,826	$1,103,616
JPM	Jpmorgan Chase & Co	−576	8,788	$2,585,078
SO	Southern Co	−564	9,001	$868,776
PEP	Pepsico Inc	−553	7,669	$1,190,919
XOM	Exxon Mobil Corp	−524	2,786	$472,672
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
EOG	Eog Resources Inc	2,231	$322,535
MU	Micron Technology Inc	881	$297,637
STX	Seagate Technology Holdings plc	581	$227,612
EQIX	Equinix Inc	228	$223,494
BA	Boeing Co	1,064	$211,767
GLD	Spdr Gold Trust	492	$211,702
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
COIN	Coinbase Global, Inc.	3,533	$798,952
ADBE	Adobe Inc.	952	$333,190
SNPS	Synopsys Inc	574	$269,619
SPGI	S&P Global Inc.	421	$220,010
INTC	Intel Corp	5,876	$216,824
PAYX	Paychex Inc	1,827	$204,952
ASM	Avino Silver & Gold Mines Ltd	14,230	$88,368
ITRG	Integra Resources Corp.	13,645	$54,716
SLI	Standard Lithium Ltd.	10,630	$47,516
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 positions · $110,764,251 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	30,040	+1,332	$5,238,976	−2.1%	4.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	17,143	-135	$4,929,641	−8.8%	4.45%
TSLA	Tesla, Inc. Consumer Cyclical	Added	12,913	+35	$4,800,407	−17.1%	4.33%
ARWR	Arrowhead Pharmaceuticals, Inc. Healthcare	Held	75,000	0	$4,702,500	−5.6%	4.25%
AAAU	Goldman Sachs Physical Gold ETF	Reduced	100,604	-888	$4,646,898	+7.6%	4.20%
AAPL	Apple Inc. Technology	Added	18,211	+1,000	$4,621,769	−1.2%	4.17%
MSFT	Microsoft Corp Technology	Added	12,245	+1,165	$4,532,731	−15.4%	4.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,313	-438	$4,462,789	−8.9%	4.03%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,349	+2,769	$3,821,546	+6.3%	3.45%
UNP	Union Pacific Corp Industrials	Added	13,780	+183	$3,343,303	+6.3%	3.02%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,788	-576	$2,585,078	−14.3%	2.33%
WMT	Walmart Inc. Consumer Defensive	Reduced	20,571	-1,070	$2,556,563	+6.0%	2.31%
AVGO	Broadcom Inc. Technology	Reduced	7,093	-79	$2,195,354	−11.6%	1.98%
META	Meta Platforms, Inc. Communication Services	Added	3,661	+858	$2,094,567	+13.2%	1.89%
WMB	Williams Companies, Inc. Energy	Reduced	24,273	-3,644	$1,766,588	+5.3%	1.59%
V	Visa Inc. Financial Services	Reduced	5,381	-124	$1,626,353	−15.8%	1.47%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,862	-366	$1,511,060	−5.4%	1.36%
NEE	Nextera Energy Inc Utilities	Added	16,175	+4,368	$1,502,334	+58.5%	1.36%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,224	-21	$1,446,356	−5.5%	1.31%
CSCO	Cisco Systems, Inc. Technology	Reduced	17,316	-2,231	$1,343,548	−10.8%	1.21%
T	At&T Inc. Communication Services	Reduced	45,186	-6,788	$1,309,942	+1.5%	1.18%
CVX	Chevron Corp Energy	Reduced	6,090	-281	$1,260,021	+29.8%	1.14%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,412	-701	$1,252,459	+7.1%	1.13%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,458	-72	$1,233,453	−8.3%	1.11%
OKE	Oneok Inc /New/ Energy	Reduced	13,405	-79	$1,211,677	+22.3%	1.09%
PEP	Pepsico Inc Consumer Defensive	Reduced	7,669	-553	$1,190,919	+0.9%	1.08%
BAC	Bank Of America Corp /De/ Financial Services	Added	24,182	+8,157	$1,178,872	+33.8%	1.06%
LLY	ELI LILLY & Co Healthcare	Added	1,248	+482	$1,147,872	+39.4%	1.04%
BKR	Baker Hughes Co Energy	Added	18,253	+1,166	$1,114,345	+43.2%	1.01%
LMT	Lockheed Martin Corp Industrials	Reduced	1,826	-614	$1,103,616	−6.5%	1.00%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	6,070	-900	$1,003,613	−10.2%	0.91%
MA	Mastercard Inc Financial Services	Reduced	2,002	-153	$1,000,319	−18.7%	0.90%
JNJ	Johnson & Johnson Healthcare	Added	4,091	+1,722	$1,000,004	+104.0%	0.90%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	979	-151	$975,504	+0.1%	0.88%
MO	Altria Group, Inc. Consumer Defensive	Reduced	14,425	-2,774	$951,905	−4.0%	0.86%
DHT	DHT Holdings, Inc. Energy	Reduced	51,607	-11,772	$942,859	+21.8%	0.85%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,492	+347	$937,704	+6.5%	0.85%
PFG	Principal Financial Group Inc Financial Services	Reduced	9,970	-1,883	$898,396	−14.1%	0.81%
SO	Southern Co Utilities	Reduced	9,001	-564	$868,776	+4.2%	0.78%
ABBV	AbbVie Inc. Healthcare	Reduced	3,960	-773	$861,260	−20.4%	0.78%
VLO	Valero Energy Corp/Tx Energy	Reduced	3,394	-979	$838,589	+17.8%	0.76%
GE	General Electric Co Industrials	Added	2,935	+1,366	$832,864	+72.3%	0.75%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	1,535	-51	$754,498	−17.9%	0.68%
CTAS	Cintas Corp Industrials	Reduced	4,435	-1,135	$750,135	−28.4%	0.68%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	3,518	-375	$738,885	−6.5%	0.67%
OHI	Omega Healthcare Investors Inc Real Estate	Reduced	16,663	-3,377	$730,172	−17.8%	0.66%
DTE	Dte Energy Co Utilities	Reduced	4,880	-945	$713,553	−5.0%	0.64%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,871	-121	$712,529	−19.7%	0.64%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	3,564	-500	$642,268	+2.2%	0.58%
TT	Trane Technologies plc Industrials	Reduced	1,493	-119	$622,192	−0.8%	0.56%