STUART INVESTMENT ADVISORS, INC.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 76.5% | $41,989,246 |
| Financial Services | 10.8% | $5,937,415 |
| Energy | 6.1% | $3,373,854 |
| Consumer Cyclical | 2.9% | $1,611,178 |
| Technology | 2.2% | $1,209,573 |
| Healthcare | 0.9% | $484,066 |
| Industrials | 0.5% | $289,907 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −15,168 | 513,674 | $38,787,523 | |
| ET | Energy Transfer LP | −7,200 | 47,698 | $911,985 | |
| MSFT | Microsoft Corp | −1,034 | 1,598 | $596,085 | |
| AAPL | Apple Inc. | −25 | 984 | $284,730 | |
| AMZN | Amazon Com Inc | −22 | 6,760 | $1,611,178 | |
| GLD | Spdr Gold Trust | −19 | 1,458 | $537,098 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | 376,108 | $29,001,687 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 5,970 | $448,347 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 4,980 | $440,530 | |
| GILD | Gilead Sciences, Inc. | 2,000 | $278,740 | |
| CVX | Chevron Corp | 1,023 | $211,658 | |
| AMD | Advanced Micro Devices Inc | 988 | $200,988 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Reduced | 513,674 | $38,787,523 | 70.66% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 6,058 | $3,031,362 | 5.52% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
Held | 19,115 | $2,906,053 | 5.29% | |
| IAUM |
iShares Gold Trust Micro
|
Added | 66,599 | $2,664,625 | 4.85% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 13,855 | $1,894,255 | 3.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 6,760 | $1,611,178 | 2.94% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 47,698 | $911,985 | 1.66% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,598 | $596,085 | 1.09% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,458 | $537,098 | 0.98% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,906 | $484,066 | 0.88% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 1,468 | $328,758 | 0.60% | |
| WMB |
Williams Companies, Inc.
Energy
|
NEW | 4,300 | $319,662 | 0.58% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,528 | $289,907 | 0.53% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 984 | $284,730 | 0.52% | |
| OKE |
Oneok Inc /New/
Energy
|
NEW | 2,852 | $247,952 | 0.45% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.