STUART INVESTMENT ADVISORS, INC.

CIK

1910180

Location

AUSTIN, TX

Portfolio Value

Micro $62,023,336

Diversification

Highly concentrated

Filing Date

Global Rank

#6,201 / 8,232 ▲ 413

Top Industry

Insurance - Diversified 21.9%

3Y Alpha vs SPY

+5.3%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

18 quarters · since Dec 2021

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

+100.7%

SPY

+76.3%

Annualised alpha

+5.3%

Max drawdown

−21.0%

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

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

Top Position

75.2%

−8.5 pts

Top 5

90.3%

−5.2 pts

Top 10

97.5%

−1.2 pts

HHI

5,724

Highly concentrated−1,331

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	78.7%	$48,796,265	3
Financial Services	9.1%	$5,670,653	2
Energy	5.6%	$3,472,697	3
Technology	2.8%	$1,729,617	4
Consumer Cyclical	2.3%	$1,412,487	1
Healthcare	1.0%	$646,866	2
Industrials	0.5%	$294,751	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
IAUM	iShares Gold Trust Micro	+8,901	32,934	$1,538,017
MSFT	Microsoft Corp	+1,035	2,632	$974,287
GLD	Spdr Gold Trust	+229	1,477	$635,538
XOM	Exxon Mobil Corp	+63	12,976	$2,201,508
AAPL	Apple Inc.	+1	1,009	$256,074
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
IAU	Ishares Gold Trust	−31,828	528,842	$46,622,710
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	6,058	$2,902,993
AMZN	Amazon Com Inc	6,782	$1,412,487
ET	Energy Transfer LP	54,898	$1,059,531
GILD	Gilead Sciences, Inc.	2,000	$278,740
CVX	Chevron Corp	1,023	$211,658
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	541	$243,298
OBK	Origin Bancorp, Inc.	6,326	$237,920
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

16 positions · $62,023,336 total · as of Mar 31, 2026

All sectors Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	528,842	-31,828	$46,622,710	+2.4%	75.17%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	6,058	NEW	$2,902,993	NEW	4.68%
RJF	Raymond James Financial Inc Financial Services	Held	19,115	0	$2,767,660	−9.8%	4.46%
XOM	Exxon Mobil Corp Energy	Added	12,976	+63	$2,201,508	+41.7%	3.55%
IAUM	iShares Gold Trust Micro	Added	32,934	+8,901	$1,538,017	+48.9%	2.48%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	6,782	NEW	$1,412,487	NEW	2.28%
ET	Energy Transfer LP Energy	NEW	54,898	NEW	$1,059,531	NEW	1.71%
MSFT	Microsoft Corp Technology	Added	2,632	+1,035	$974,287	+26.1%	1.57%
GLD	Spdr Gold Trust	Added	1,477	+229	$635,538	+28.5%	1.02%
JNJ	Johnson & Johnson Healthcare	Held	1,506	0	$368,126	+18.1%	0.59%
ADP	Automatic Data Processing Inc Technology	Held	1,468	0	$298,268	−21.0%	0.48%
RTX	RTX Corp Industrials	Held	1,528	0	$294,751	+5.2%	0.48%
GILD	Gilead Sciences, Inc. Healthcare	NEW	2,000	NEW	$278,740	NEW	0.45%
AAPL	Apple Inc. Technology	Added	1,009	+1	$256,074	−6.6%	0.41%
CVX	Chevron Corp Energy	NEW	1,023	NEW	$211,658	NEW	0.34%
AMD	Advanced Micro Devices Inc Technology	Held	988	0	$200,988	−5.0%	0.32%