Pinion Investment Advisors, LLC

13F filer · CIK 0001738738

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$527MU.S. long equity reported on 13F

Positions12319 new · 6 closed

Net flow last quarter+$14.6MBuys minus sells

Top 10 positions weight10.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026123 positions
NVDANvidia Corp	$7.1M	1.35%	0.00%	+18.2%	Q2 2023
GOOGLAlphabet Inc.	$6.63M	1.26%	0.00%	+8.3%	Q1 2018
SPRXGuided Therapeutics Inc	$6.25M	1.19%	Not reported	+61.8%	Q1 2026
ARWRArrowhead Pharmaceuticals, Inc.	$6.11M	1.16%	0.05%	Not reported	Q4 2024
AAPLApple Inc.	$5.89M	1.12%	0.00%	+11.8%	Q1 2018
TSLATesla, Inc.	$5.62M	1.07%	0.00%	+3.5%	Q4 2023
MSFTMicrosoft Corp	$5.12M	0.97%	0.00%	+12.0%	Q1 2018
BRK.BBerkshire Hathaway Inc	$4.96M	0.94%	Not reported	+6.4%	Q1 2018
AMZNAmazon Com Inc	$4.68M	0.89%	0.00%	+7.1%	Q4 2022
AAAUGoldman Sachs Physical Gold ETF	$4.11M	0.78%	0.17%	+3.1%	Q2 2025
UNPUnion Pacific Corp	$3.79M	0.72%	0.00%	+1.0%	Q1 2018
AVGOBroadcom Inc.	$2.98M	0.57%	0.00%	+11.4%	Q1 2023
JPMJPMorgan Chase & Co	$2.96M	0.56%	0.00%	+2.8%	Q1 2018
THROTheron Resource Group	$2.76M	0.52%	0.81%	-28.0%	Q2 2025
WMTWalmart Inc.	$2.36M	0.45%	0.00%	+1.1%	Q1 2018
METAMeta Platforms, Inc.	$2.21M	0.42%	Not reported	+7.0%	Q1 2018
CSCOCisco Systems, Inc.	$2.11M	0.40%	0.00%	+3.8%	Q4 2022
MUMicron Technology Inc	$1.98M	0.38%	0.00%	+94.8%	Q1 2026
VVisa Inc.	$1.88M	0.36%	0.00%	+1.7%	Q1 2018
TERTeradyne, Inc	$1.84M	0.35%	0.00%	New	Q2 2026
WMBWilliams Companies, Inc.	$1.77M	0.34%	0.00%	-2.2%	Q4 2022
AMDAdvanced Micro Devices Inc	$1.66M	0.32%	0.00%	+11.5%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.66M	0.31%	Not reported	-0.1%	Q1 2018
LLYELI LILLY & Co	$1.65M	0.31%	0.00%	+10.5%	Q2 2025
BRK.ABerkshire Hathaway Inc	$1.5M	0.28%	Not reported	Not reported	Q1 2024
GSGoldman Sachs Group Inc	$1.49M	0.28%	0.00%	+1.0%	Q4 2024
NEENextera Energy Inc	$1.46M	0.28%	0.00%	+2.9%	Q1 2018
MRKMerck & Co., Inc.	$1.46M	0.28%	0.00%	+8.9%	Q1 2018
MCDMcdonalds Corp	$1.38M	0.26%	0.00%	+5.4%	Q1 2018
BACBank of America Corp	$1.3M	0.25%	0.00%	-6.0%	Q1 2018
OKEOneok Inc	$1.24M	0.24%	0.00%	+6.5%	Q2 2018
GEGeneral Electric Co	$1.22M	0.23%	0.00%	+11.0%	Q4 2025
JNJJohnson & Johnson	$1.15M	0.22%	0.00%	+10.8%	Q1 2018
PMPhilip Morris International Inc.	$1.13M	0.21%	0.00%	+3.1%	Q1 2018
KLACKla Corp	$1.13M	0.21%	0.00%	+16.5%	Q3 2023
PGPROCTER & GAMBLE Co	$1.08M	0.21%	0.00%	+13.7%	Q1 2018
MOAltria Group, Inc.	$1.08M	0.20%	0.00%	+3.8%	Q1 2018
PFGPrincipal Financial Group Inc	$1.07M	0.20%	0.00%	-0.9%	Q4 2022
BKRBaker Hughes Co	$1.06M	0.20%	0.00%	+4.5%	Q4 2025
ABBVAbbVie Inc.	$1.01M	0.19%	0.00%	+1.4%	Q4 2023
CVXChevron Corp	$962K	0.18%	0.00%	-4.7%	Q1 2018
LMTLockheed Martin Corp	$956K	0.18%	0.00%	+2.8%	Q1 2018
TAt&T Inc.	$938K	0.18%	0.00%	+0.3%	Q1 2018
COSTCostco Wholesale Corp	$927K	0.18%	0.00%	+1.2%	Q1 2018
MAMastercard Inc	$886K	0.17%	0.00%	-13.9%	Q1 2018
SOSouthern Co	$869K	0.17%	0.00%	+0.9%	Q4 2022
PEPPepsico Inc	$851K	0.16%	0.00%	-18.1%	Q1 2018
DHTDHT Holdings, Inc.	$836K	0.16%	0.03%	-2.0%	Q4 2023
VLOValero Energy Corp	$834K	0.16%	0.00%	-5.7%	Q4 2022
TMOThermo Fisher Scientific Inc.	$795K	0.15%	0.00%	+3.3%	Q1 2018

Q1 2026Reported Apr 24, 2026110 positions
NVDANvidia Corp	$5.24M	1.22%	0.00%	+4.6%	Q2 2023
GOOGLAlphabet Inc.	$4.93M	1.15%	0.00%	-0.8%	Q1 2018
TSLATesla, Inc.	$4.8M	1.12%	0.00%	+0.3%	Q4 2023
ARWRArrowhead Pharmaceuticals, Inc.	$4.7M	1.10%	0.05%	Not reported	Q4 2024
AAAUGoldman Sachs Physical Gold ETF	$4.65M	1.09%	0.16%	-0.9%	Q2 2025
AAPLApple Inc.	$4.62M	1.08%	0.00%	+5.8%	Q1 2018
MSFTMicrosoft Corp	$4.53M	1.06%	0.00%	+10.5%	Q1 2018
BRK.BBerkshire Hathaway Inc	$4.46M	1.04%	Not reported	-4.5%	Q1 2018
AMZNAmazon Com Inc	$3.82M	0.89%	0.00%	+17.8%	Q4 2022
UNPUnion Pacific Corp	$3.34M	0.78%	0.00%	+1.4%	Q1 2018
THROTheron Resource Group	$3.22M	0.75%	1.13%	+23.3%	Q2 2025
JPMJPMorgan Chase & Co	$2.58M	0.60%	0.00%	-6.2%	Q1 2018
WMTWalmart Inc.	$2.56M	0.60%	0.00%	-4.9%	Q1 2018
SPRXGuided Therapeutics Inc	$2.37M	0.55%	Not reported	New	Q1 2026
AVGOBroadcom Inc.	$2.2M	0.51%	0.00%	-1.1%	Q1 2023
METAMeta Platforms, Inc.	$2.09M	0.49%	Not reported	+30.6%	Q1 2018
WMBWilliams Companies, Inc.	$1.77M	0.41%	0.00%	-13.1%	Q4 2022
VVisa Inc.	$1.63M	0.38%	0.00%	-2.3%	Q1 2018
MCDMcdonalds Corp	$1.51M	0.35%	0.00%	-7.0%	Q1 2018
NEENextera Energy Inc	$1.5M	0.35%	0.00%	+37.0%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$1.45M	0.34%	Not reported	-0.9%	Q1 2018
BRK.ABerkshire Hathaway Inc	$1.44M	0.34%	Not reported	Not reported	Q1 2024
CSCOCisco Systems, Inc.	$1.34M	0.31%	0.00%	-11.4%	Q4 2022
TAt&T Inc.	$1.31M	0.31%	0.00%	-13.1%	Q1 2018
CVXChevron Corp	$1.26M	0.29%	0.00%	-4.4%	Q1 2018
MRKMerck & Co., Inc.	$1.25M	0.29%	0.00%	-6.3%	Q1 2018
GSGoldman Sachs Group Inc	$1.23M	0.29%	0.00%	-4.7%	Q4 2024
OKEOneok Inc	$1.21M	0.28%	0.00%	-0.6%	Q2 2018
PEPPepsico Inc	$1.19M	0.28%	0.00%	-6.7%	Q1 2018
BACBank of America Corp	$1.18M	0.28%	0.00%	+50.9%	Q1 2018
LLYELI LILLY & Co	$1.15M	0.27%	0.00%	+62.9%	Q2 2025
BKRBaker Hughes Co	$1.11M	0.26%	0.00%	+6.8%	Q4 2025
LMTLockheed Martin Corp	$1.1M	0.26%	0.00%	-25.2%	Q1 2018
PMPhilip Morris International Inc.	$1M	0.23%	0.00%	-12.9%	Q1 2018
MAMastercard Inc	$1M	0.23%	0.00%	-7.1%	Q1 2018
JNJJohnson & Johnson	$1M	0.23%	0.00%	+72.7%	Q1 2018
COSTCostco Wholesale Corp	$976K	0.23%	0.00%	-13.4%	Q1 2018
MOAltria Group, Inc.	$952K	0.22%	0.00%	-16.1%	Q1 2018
DHTDHT Holdings, Inc.	$943K	0.22%	0.03%	-18.6%	Q4 2023
PGPROCTER & GAMBLE Co	$938K	0.22%	0.00%	+5.7%	Q1 2018
PFGPrincipal Financial Group Inc	$898K	0.21%	0.00%	-15.9%	Q4 2022
SOSouthern Co	$869K	0.20%	0.00%	-5.9%	Q4 2022
ABBVAbbVie Inc.	$861K	0.20%	0.00%	-16.3%	Q4 2023
VLOValero Energy Corp	$839K	0.20%	0.00%	-22.4%	Q4 2022
GEGeneral Electric Co	$833K	0.19%	0.00%	+87.1%	Q4 2025
TMOThermo Fisher Scientific Inc.	$755K	0.18%	0.00%	-3.2%	Q1 2018
CTASCintas Corp	$750K	0.18%	0.00%	-20.4%	Q1 2018
TMUST-Mobile US, Inc.	$739K	0.17%	0.00%	-9.6%	Q4 2022
OHIOmega Healthcare Investors Inc	$730K	0.17%	0.01%	-16.9%	Q4 2023
DTEDte Energy Co	$714K	0.17%	0.00%	-16.2%	Q4 2023

Q4 2025Reported Jan 29, 2026112 positions
TSLATesla, Inc.	$5.79M	1.41%	0.00%	-10.1%	Q4 2023
GOOGLAlphabet Inc.	$5.41M	1.32%	0.00%	+1.7%	Q1 2018
MSFTMicrosoft Corp	$5.36M	1.31%	0.00%	+4.1%	Q1 2018
NVDANvidia Corp	$5.35M	1.31%	0.00%	+2.9%	Q2 2023
ARWRArrowhead Pharmaceuticals, Inc.	$4.98M	1.21%	0.05%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$4.9M	1.20%	Not reported	+47.9%	Q1 2018
AAPLApple Inc.	$4.68M	1.14%	0.00%	+10.7%	Q1 2018
AAAUGoldman Sachs Physical Gold ETF	$4.32M	1.05%	0.17%	+23.9%	Q2 2025
AMZNAmazon Com Inc	$3.6M	0.88%	0.00%	+3.8%	Q4 2022
UNPUnion Pacific Corp	$3.15M	0.77%	0.00%	Not reported	Q1 2018
JPMJPMorgan Chase & Co	$3.02M	0.74%	0.00%	-5.1%	Q1 2018
THROTheron Resource Group	$2.78M	0.68%	0.91%	+20.4%	Q2 2025
AVGOBroadcom Inc.	$2.48M	0.61%	0.00%	+7.3%	Q1 2023
WMTWalmart Inc.	$2.41M	0.59%	0.00%	-4.7%	Q1 2018
VVisa Inc.	$1.93M	0.47%	0.00%	+1.3%	Q1 2018
METAMeta Platforms, Inc.	$1.85M	0.45%	Not reported	+35.3%	Q1 2018
WMBWilliams Companies, Inc.	$1.68M	0.41%	0.00%	-11.9%	Q4 2022
MCDMcdonalds Corp	$1.6M	0.39%	0.00%	-5.8%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$1.53M	0.37%	Not reported	+3.0%	Q1 2018
BRK.ABerkshire Hathaway Inc	$1.51M	0.37%	Not reported	+100.0%	Q1 2024
CSCOCisco Systems, Inc.	$1.51M	0.37%	0.00%	-7.3%	Q4 2022
GSGoldman Sachs Group Inc	$1.34M	0.33%	0.00%	+3.0%	Q4 2024
PANWPalo Alto Networks Inc	$1.32M	0.32%	0.00%	+4.9%	Q2 2025
TAt&T Inc.	$1.29M	0.32%	0.00%	-7.1%	Q1 2018
MAMastercard Inc	$1.23M	0.30%	0.00%	-1.7%	Q1 2018
LMTLockheed Martin Corp	$1.18M	0.29%	0.00%	-5.9%	Q1 2018
PEPPepsico Inc	$1.18M	0.29%	0.00%	-7.0%	Q1 2018
MRKMerck & Co., Inc.	$1.17M	0.29%	0.00%	-6.2%	Q1 2018
PMPhilip Morris International Inc.	$1.12M	0.27%	0.00%	-6.8%	Q1 2018
ABBVAbbVie Inc.	$1.08M	0.26%	0.00%	-8.7%	Q4 2023
CTASCintas Corp	$1.05M	0.26%	0.00%	0.0%	Q1 2018
PFGPrincipal Financial Group Inc	$1.05M	0.26%	0.01%	-10.4%	Q4 2022
MOAltria Group, Inc.	$992K	0.24%	0.00%	-15.4%	Q1 2018
OKEOneok Inc	$991K	0.24%	0.00%	-7.1%	Q2 2018
COSTCostco Wholesale Corp	$975K	0.24%	0.00%	-1.4%	Q1 2018
CVXChevron Corp	$971K	0.24%	0.00%	-3.8%	Q1 2018
NEENextera Energy Inc	$948K	0.23%	0.00%	+83.7%	Q1 2018
TMOThermo Fisher Scientific Inc.	$919K	0.22%	0.00%	-3.1%	Q1 2018
OHIOmega Healthcare Investors Inc	$889K	0.22%	0.01%	-11.0%	Q4 2023
PLTRPalantir Technologies Inc.	$887K	0.22%	0.00%	+3.1%	Q4 2024
BACBank of America Corp	$881K	0.22%	0.00%	+124.4%	Q1 2018
PGPROCTER & GAMBLE Co	$881K	0.21%	0.00%	-13.0%	Q1 2018
SOSouthern Co	$834K	0.20%	0.00%	+14.8%	Q4 2022
LLYELI LILLY & Co	$823K	0.20%	0.00%	+157.1%	Q2 2025
COINCoinbase Global, Inc.	$799K	0.19%	0.00%	+15.8%	Q3 2025
TMUST-Mobile US, Inc.	$790K	0.19%	0.00%	-3.7%	Q4 2022
BKRBaker Hughes Co	$778K	0.19%	0.00%	New	Q4 2025
DHTDHT Holdings, Inc.	$774K	0.19%	0.04%	-10.9%	Q4 2023
DTEDte Energy Co	$751K	0.18%	0.00%	Not reported	Q4 2023
ARCCAres Capital Corp	$716K	0.17%	0.00%	-11.1%	Q1 2018

Q3 2025Reported Oct 27, 2025106 positions
TSLATesla, Inc.	$6.21M	1.70%	0.00%	+0.6%	Q4 2023
MSFTMicrosoft Corp	$5.57M	1.52%	0.00%	+2.7%	Q1 2018
NVDANvidia Corp	$5.2M	1.42%	0.00%	+9.3%	Q2 2023
GOOGLAlphabet Inc.	$4.41M	1.21%	0.00%	+0.5%	Q1 2018
AAPLApple Inc.	$4.09M	1.12%	0.00%	-0.5%	Q1 2018
AMZNAmazon Com Inc	$3.36M	0.92%	0.00%	+5.4%	Q4 2022
AAAUGoldman Sachs Physical Gold ETF	$3.32M	0.91%	0.16%	+113.1%	Q2 2025
BRK.BBerkshire Hathaway Inc	$3.25M	0.89%	Not reported	-33.7%	Q1 2018
JPMJPMorgan Chase & Co	$2.97M	0.81%	0.00%	-1.7%	Q1 2018
ARWRArrowhead Pharmaceuticals, Inc.	$2.85M	0.78%	0.06%	Not reported	Q4 2024
WMTWalmart Inc.	$2.41M	0.66%	0.00%	+0.3%	Q1 2018
AVGOBroadcom Inc.	$2.37M	0.65%	0.00%	-36.8%	Q1 2023
THROTheron Resource Group	$2.3M	0.63%	0.76%	+41.4%	Q2 2025
VVisa Inc.	$1.89M	0.52%	0.00%	-15.2%	Q1 2018
WMBWilliams Companies, Inc.	$1.82M	0.50%	0.00%	+2.6%	Q4 2022
MCDMcdonalds Corp	$1.7M	0.46%	0.00%	+3.2%	Q1 2018
METAMeta Platforms, Inc.	$1.53M	0.42%	Not reported	+19.2%	Q1 2018
CSCOCisco Systems, Inc.	$1.49M	0.41%	0.00%	+27.4%	Q4 2022
PANWPalo Alto Networks Inc	$1.48M	0.40%	0.00%	+564.6%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.48M	0.40%	Not reported	+564.3%	Q1 2018
TAt&T Inc.	$1.41M	0.38%	0.00%	+5.0%	Q1 2018
PEPPepsico Inc	$1.34M	0.37%	0.00%	+15.5%	Q1 2018
MOAltria Group, Inc.	$1.31M	0.36%	0.00%	+4.9%	Q1 2018
LMTLockheed Martin Corp	$1.26M	0.34%	0.00%	+10.0%	Q1 2018
MAMastercard Inc	$1.26M	0.34%	0.00%	-3.5%	Q1 2018
ABBVAbbVie Inc.	$1.18M	0.32%	0.00%	+6.6%	Q4 2023
PMPhilip Morris International Inc.	$1.18M	0.32%	0.00%	+7.7%	Q1 2018
GSGoldman Sachs Group Inc	$1.16M	0.32%	0.00%	+14.2%	Q4 2024
IPInternational Paper Co	$1.09M	0.30%	0.00%	+5.5%	Q4 2022
COINCoinbase Global, Inc.	$1.08M	0.30%	0.00%	New	Q3 2025
PGPROCTER & GAMBLE Co	$1.08M	0.29%	0.00%	+10.1%	Q1 2018
COSTCostco Wholesale Corp	$1.07M	0.29%	0.00%	-3.8%	Q1 2018
CTASCintas Corp	$1.06M	0.29%	0.00%	-4.0%	Q1 2018
PFGPrincipal Financial Group Inc	$1.05M	0.29%	0.01%	+11.3%	Q4 2022
MRKMerck & Co., Inc.	$1.04M	0.28%	0.00%	+28.6%	Q1 2018
CVXChevron Corp	$1.03M	0.28%	0.00%	+12.4%	Q1 2018
OKEOneok Inc	$996K	0.27%	0.00%	+17.2%	Q2 2018
TMOThermo Fisher Scientific Inc.	$937K	0.26%	0.00%	-4.4%	Q1 2018
OHIOmega Healthcare Investors Inc	$911K	0.25%	0.01%	+8.3%	Q4 2023
PLTRPalantir Technologies Inc.	$894K	0.24%	0.00%	+39.5%	Q4 2024
HDHome Depot, Inc.	$893K	0.24%	0.00%	-15.1%	Q1 2018
DHTDHT Holdings, Inc.	$889K	0.24%	0.04%	+24.4%	Q4 2023
TMUST-Mobile US, Inc.	$880K	0.24%	0.00%	-5.0%	Q4 2022
VLOValero Energy Corp	$852K	0.23%	0.00%	+19.5%	Q4 2022
ORCLOracle Corp	$841K	0.23%	0.00%	+15.7%	Q2 2025
DLRDigital Realty Trust, Inc.	$803K	0.22%	0.00%	New	Q3 2025
ARCCAres Capital Corp	$799K	0.22%	0.01%	+12.5%	Q1 2018
SOSouthern Co	$799K	0.22%	0.00%	+7.3%	Q4 2022
ULUnilever PLC	$770K	0.21%	0.00%	+9.8%	Q1 2018
VICIVici Properties Inc.	$749K	0.20%	0.00%	+10.9%	Q1 2023

Premium opens every quarter this fund has filed