Pillar Financial Advisors, LLC

CIK

2054958

Location

LOUISVILLE, KY

Portfolio Value

Micro $1,561,483

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,128 / 8,232 ▲ 165

Top Industry

Banks - Regional 37.3%

3Y Alpha vs SPY

-8.7%

Period ended 2 months ago

Filed May 7, 2026 · 38d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+11.4%

SPY

+23.4%

Annualised alpha

-8.7%

Max drawdown

−11.8%

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

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

Top Position

32.0%

−5.4 pts

Top 5

72.2%

−6.6 pts

Top 10

91.6%

−2.6 pts

HHI

1,611

Moderately concentrated−416

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.0%	$499,867	1
Financial Services	26.2%	$409,366	8
Healthcare	12.9%	$200,993	4
Utilities	12.0%	$186,833	3
Real Estate	6.6%	$102,528	2
Technology	5.4%	$84,260	3
Energy	3.0%	$46,942	1
Consumer Defensive	1.4%	$22,230	1
Consumer Cyclical	0.5%	$7,149	3
Communication Services	0.1%	$1,315	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
PCG	PG&E Corp	+1,086	2,010	$35,315
AAPL	Apple Inc.	+2	322	$81,720
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
DLTR	Dollar Tree, Inc.	203	$22,230
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CNS	Cohen & Steers, Inc.	14,008	$879,422
V	Visa Inc.	1	$350
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 positions · $1,561,483 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Held	5,670	0	$499,867	+8.6%	32.01%
RBCAA	Republic Bancorp Inc /Ky/ Financial Services	Held	3,944	0	$278,249	+2.3%	17.82%
ABBV	AbbVie Inc. Healthcare	Held	600	0	$130,494	−4.8%	8.36%
AEE	Ameren Corp Utilities	Held	1,041	0	$114,426	+10.1%	7.33%
SYBT	Stock Yards Bancorp, Inc. Financial Services	Held	1,575	0	$104,406	+2.1%	6.69%
WPC	W. P. Carey Inc. Real Estate	Held	1,489	0	$101,192	+5.6%	6.48%
AAPL	Apple Inc. Technology	Added	322	+2	$81,720	−6.1%	5.23%
KMI	Kinder Morgan, Inc. Energy	Held	1,400	0	$46,942	+22.0%	3.01%
D	Dominion Energy, Inc Utilities	Held	600	0	$37,092	+5.5%	2.38%
CVS	CVS HEALTH Corp Healthcare	Held	500	0	$35,910	−9.5%	2.30%
PCG	PG&E Corp Utilities	Added	2,010	+1,086	$35,315	+137.8%	2.26%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	55	0	$27,034	−15.2%	1.73%
DLTR	Dollar Tree, Inc. Consumer Defensive	NEW	203	NEW	$22,230	NEW	1.42%
BUSE	First Busey Corp /Nv/ Financial Services	Held	474	0	$11,977	+6.2%	0.77%
BLFS	Biolife Solutions Inc Healthcare	Held	396	0	$7,555	−21.1%	0.48%
AEG	Aegon Ltd. Financial Services	Held	930	0	$6,751	−5.8%	0.43%
MET	Metlife Inc Financial Services	Held	83	0	$5,869	−10.4%	0.38%
ABNB	Airbnb, Inc. Consumer Cyclical	Held	35	0	$4,419	−7.0%	0.28%
KSS	KOHLS Corp Consumer Cyclical	Held	200	0	$2,580	−36.8%	0.17%
DBX	Dropbox, Inc. Technology	Held	100	0	$2,272	−18.3%	0.15%
NLOP	Net Lease Office Properties Real Estate	Held	116	0	$1,336	−55.3%	0.09%
ANGX	Angel Studios, Inc. Communication Services	Held	385	0	$1,174	−34.7%	0.08%
FITB	Fifth Third Bancorp Financial Services	Held	23	0	$1,068	−0.7%	0.07%
RKT	Rocket Companies, Inc. Financial Services	Held	44	0	$627	−26.3%	0.04%
BHF	Brighthouse Financial, Inc. Financial Services	Held	7	0	$419	−7.5%	0.03%
ASAN	Asana, Inc. Technology	Held	42	0	$268	−53.4%	0.02%
PTON	Peloton Interactive, Inc. Consumer Cyclical	Held	35	0	$150	−30.2%	0.01%
BODI	Beachbody Company, Inc. Communication Services	Held	13	0	$141	+5.2%	0.01%