STUART INVESTMENT ADVISORS, INC.

Registered adviser

CIK

1910180

Location

AUSTIN, TX

Portfolio Value

Small $248,626,744

Diversification

Highly concentrated

Filing Date

Global Rank

#5,812 / 8,827 ▼ 158

Top Industry

Insurance - Diversified 23.5%

3Y Alpha vs SPY

-5.6%

Period ended 4 months ago

Filed Aug 6, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 109995

Roster of Nov 1, 2026

Regulatory AUM

$630,506,335

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$630,506,335	Individuals and high net worth (96%)
Mar 2025 to Mar 2026	$515,188,081	Individuals and high net worth (98%)
Feb 2024 to Feb 2025	$468,359,273	Individuals and high net worth (97%)
May 2023 to Jan 2024	$424,173,431	Individuals and high net worth (95%)
Apr 2023	$424,173,431	Individuals and high net worth (95%)
Apr 2022 to Mar 2023	$506,613,582	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.6% of the book (60%+)

Turnover

Low turnover

7.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.4 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 95.1%; sector active share 81.9% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

63.6%

+4.7 pts

Top 5

95.4%

+1.0 pts

Top 10

98.6%

+0.9 pts

HHI

4,487

Highly concentrated+438

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.8%	$235,720,750	9
Financial Services	2.4%	$5,937,415	2
Energy	1.4%	$3,373,855	4
Consumer Cyclical	0.6%	$1,611,178	1
Technology	0.5%	$1,209,573	3
Healthcare	0.2%	$484,066	1
Industrials	0.1%	$289,907	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
IAUM	iShares Gold Trust Micro	+33,665	66,599	$2,664,625
VXUS	Vanguard Total International Stock ETF	+25,546	401,654	$34,337,400
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+7,910	345,764	$127,946,510
XOM	ExxonMobil Holdings Corp	+879	13,855	$1,894,255
JNJ	Johnson & Johnson	+400	1,906	$484,066
VEU	Vanguard International Equity Index Funds	+27	5,997	$502,248
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−15,168	513,674	$38,787,523
ET	Energy Transfer LP	−7,200	47,698	$911,986
MSFT	Microsoft Corp	−1,034	1,598	$596,085
VOO	VANGUARD 500 INDEX FUND	−250	40,771	$28,001,930
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	−131	7,250	$2,220,675
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.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
WMB	Williams Companies, Inc.	4,300	$319,662
OKE	Oneok Inc	2,852	$247,952
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
FNDF	Schwab Fundamental International Equity ETF	11,855	$580,065
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	6,010	$566,382
VIGI	Vanguard Whitehall Funds	4,980	$440,530
GILD	Gilead Sciences, Inc.	2,000	$278,740
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	2,608	$214,977
CVX	Chevron Corp	1,023	$211,658
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	1,142	$205,377
AMD	Advanced Micro Devices Inc	988	$200,988
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 tracked positions · $248,626,744 total · filing declares 21 positions · $248,626,570 · as of Jun 30, 2026

All sectors Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	345,764	+7,910	$127,946,510	+18.0%	2	unpriced	51.46%
IAU	Ishares Gold Trust	Reduced	513,674	-15,168	$38,787,523	−16.8%	19	before history	15.60%
VXUS	Vanguard Total International Stock ETF	Added	401,654	+25,546	$34,337,400	+18.4%	19	before history	13.81%
VOO	VANGUARD 500 INDEX FUND	Reduced	40,771	-250	$28,001,930	+14.2%	19	before history	11.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	6,058	0	$3,031,362	+4.4%	2	$490.90	1.22%
RJF	Raymond James Financial Inc Financial Services	Held	19,115	0	$2,906,053	+5.0%	10	$116.53	1.17%
IAUM	iShares Gold Trust Micro	Added	66,599	+33,665	$2,664,625	+73.3%	5	$42.46	1.07%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	7,250	-131	$2,220,675	+16.9%	19	before history	0.89%
XOM	ExxonMobil Holdings Corp Energy	Added	13,855	+879	$1,894,255	−14.0%	19	before history	0.76%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,760	-22	$1,611,178	+14.1%	2	$220.17	0.65%
ET	Energy Transfer LP Energy	Reduced	47,698	-7,200	$911,986	−13.9%	2	$18.31	0.37%
SCHX	Schwab U.S. Large-Cap ETF	Held	24,558	0	$722,741	+14.8%	2	$26.82	0.29%
MSFT	Microsoft Corp Technology	Reduced	1,598	-1,034	$596,085	−38.8%	13	$354.80	0.24%
GLD	Spdr Gold Trust	Reduced	1,458	-19	$537,098	−15.5%	13	$224.69	0.22%
VEU	Vanguard International Equity Index Funds	Added	5,997	+27	$502,248	+12.0%	13	$54.96	0.20%
JNJ	Johnson & Johnson Healthcare	Added	1,906	+400	$484,066	+31.5%	13	$176.44	0.19%
ADP	Automatic Data Processing Inc Technology	Held	1,468	0	$328,758	+10.2%	13	$215.61	0.13%
WMB	Williams Companies, Inc. Energy	NEW	4,300	NEW	$319,662	NEW	1	$73.59	0.13%
RTX	RTX Corp Industrials	Held	1,528	0	$289,907	−1.6%	6	$126.79	0.12%
AAPL	Apple Inc. Technology	Reduced	984	-25	$284,730	+11.2%	17	unpriced	0.11%
OKE	Oneok Inc Energy	NEW	2,852	NEW	$247,952	NEW	1	$88.09	0.10%

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.