Arkolith/Funds/Biondo Investment Advisors, LLC

Biondo Investment Advisors, LLC

CIK 1455176
Holdings as of Aug 13, 2026·disclosed Aug 13, 2026·~0-day 13F lag·13F-HR
Active Filer

Biondo Investment Advisors, LLC holds a diversified book of 89 stocks worth $816.8M as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they opened Schwab US DVD Equity ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the equity book.

Opened
13
bought for the first time
Added to
37
already held, bought more
Trimmed
32
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
45%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

89% mapped to company sectors

Information Technology
32%
Health Care
24%
ETF / fund or unclassified
11%
Consumer Discretionary
9%
Financials
8%
Industrials
7%
Real Estate
3%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Biondo Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
ASSETMARK, INC80 / 80$8.0B
Global Retirement Partners, LLC80 / 80$1.3B
FMR LLC79 / 80$685.7B
MORGAN STANLEY79 / 80$505.4B
JPMORGAN CHASE & CO79 / 80$444.8B
ROYAL BANK OF CANADA79 / 80$138.5B
WELLS FARGO & COMPANY/MN79 / 80$136.4B
UBS Group AG79 / 80$126.9B

Ranked by how many of Biondo Investment Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

89 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$55.1M190.5K
6.7%
−9.5%
Reduced · −20K sh
2Alphabet Inc
CAP STK CL A
$54.8M153.5K
6.7%
−3.5%
Reduced · −6K sh
3Nvidia Corporation
COM
$48.0M239.9K
5.9%
−19%
Reduced · −57K sh
4Intuitive Surgical Inc
COM NEW
$47.5M119.5K
5.8%
+1.0%
Added · +1K sh
5Mastercard Incorporated
CL A
$32.7M63.7K
4.0%
−0.9%
Reduced · −588 sh
6Idexx Labs Inc
COM
$28.3M53.7K
3.5%
+2.7%
Added · +1K sh
7Amazon Com Inc
COM
$28.0M117.3K
3.4%
−2.5%
Reduced · −3K sh
8Krystal Biotech Inc
COM
$26.4M70.9K
3.2%
−1.5%
Reduced · −1K sh
9ASML Hldg NV
N Y REGISTRY SHS
$22.6M11.4K
2.8%
−5.8%
Reduced · −708 sh
10Eli Lilly & Co
COM
$21.4M17.8K
2.6%
−1.5%
Reduced · −266 sh
11JPMorgan Chase & Co
COM
$21.0M64.1K
2.6%
−18%
Reduced · −14K sh
12Abbvie Inc
COM
$19.0M75.7K
2.3%
−0.8%
Reduced · −595 sh
13Exxon Mobil Corp
COM
$17.5M127.9K
2.1%
−7.2%
Reduced · −10K sh
14Microsoft Corp
COM
$17.0M45.6K
2.1%
+1.0%
Added · +446 sh
15International Business Machs
COM
$16.2M57.5K
2.0%
−0.3%
Reduced · −165 sh
16Johnson & Johnson
COM
$16.0M62.9K
2.0%
−0.9%
Reduced · −595 sh
17Simon Ppty Group Inc New
COM
$15.7M70.1K
1.9%
−1.4%
Reduced · −970 sh
18Costco Wholesale Corporation
COM
$14.6M15.6K
1.8%
−0.7%
Reduced · −115 sh
19Lowes Cos Inc
COM
$13.6M61.9K
1.7%
+0.2%
Added · +107 sh
20Amgen Inc
COM
$13.2M36.5K
1.6%
−0.5%
Reduced · −165 sh
21Vertex Pharmaceuticals Inc
COM
$12.5M25.1K
1.5%
−0.7%
Reduced · −170 sh
22Chevron Corporation
COM
$12.2M73.4K
1.5%
−1.5%
Reduced · −1K sh
23Lockheed Martin Corp
COM
$12.0M23.6K
1.5%
−0.4%
Reduced · −104 sh
24Procter & Gamble Co
COM
$12.0M81.9K
1.5%
+0.3%
Added · +232 sh
25Duke Energy Corp New
COM NEW
$11.8M93.1K
1.4%
−1.4%
Reduced · −1K sh
26Illinois Tool WKS Inc
COM
$11.7M43.4K
1.4%
~0%
Reduced · −5 sh
27McDonalds Corp
COM
$11.7M43.1K
1.4%
+0.4%
Added · +160 sh
28Servicenow Inc
COM
$11.6M116.6K
1.4%
−0.6%
Reduced · −710 sh
29Schwab Strategic TR
US DIVIDEND EQ
$11.4M358.4K
1.4%
New
New position
30Emerson Elec Co
COM
$11.3M79.2K
1.4%
−0.4%
Reduced · −300 sh
31Fair Isaac Corp
COM
$11.1M9.3K
1.4%
+6.4%
Added · +560 sh
32Automatic Data Processing In
COM
$9.8M43.5K
1.2%
+0.7%
Added · +299 sh
33Omega Healthcare Invs Inc
COM
$9.4M198.2K
1.2%
New
New position
34General Dynamics Corp
COM
$8.9M25.1K
1.1%
New
New position
35Aflac Inc
COM
$8.4M71.3K
1.0%
+0.1%
Added · +40 sh
36Regeneron Pharmaceuticals
COM
$7.0M11.2K
0.9%
+2.9%
Added · +318 sh
37New York Times Co MTN Be
CL A
$6.9M98.0K
0.8%
New
New position
38Constellation Energy Corp
COM
$6.5M26.3K
0.8%
−0.2%
Reduced · −65 sh
39Starbucks Corp
COM
$6.4M62.6K
0.8%
−1.2%
Reduced · −760 sh
40United Parcel Svcs Inc
CL B
$5.6M51.9K
0.7%
−0.7%
Reduced · −361 sh
41Coherent Corp
COM
$5.2M13.2K
0.6%
−7.0%
Reduced · −1K sh
42Select Sector SPDR TR
ST STR UTIL ETF
$4.2M92.1K
0.5%
+1.0%
Added · +949 sh
43Select Sector SPDR TR
ST STR CARE ETF
$4.2M26.2K
0.5%
+4.0%
Added · +1K sh
44Booking Holdings Inc
COM
$4.0M22.2K
0.5%
New
New position
45Select Sector SPDR TR
ST STR STAPL ETF
$3.9M47.4K
0.5%
+4.2%
Added · +2K sh
46Invesco Exch Traded FD TR II
DORSEY WRGT SMLC
$3.8M29.8K
0.5%
+1.5%
Added · +447 sh
47SPDR Gold TR
GOLD SHS
$3.4M9.3K
0.4%
+18%
Added · +1K sh
48Shopify Inc
CL A SUB VTG SHS
$3.0M26.2K
0.4%
−1.6%
Reduced · −440 sh
49Transmedics Group Inc
COM
$2.9M44.2K
0.4%
−24%
Reduced · −14K sh
50First TR Exchange Traded FD
NASD TECH DIV
$2.9M25.2K
0.4%
−1.4%
Reduced · −370 sh
Showing 50 of 89 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q3 2026Aug 13, 2026Aug 13, 202689$816.8M13F-HR
Q2 2026May 14, 2026May 14, 202682$779.9M13F-HR
Q1 2026Feb 13, 2026Feb 13, 202686$827.1M13F-HR
Q4 2025Nov 12, 2025Nov 12, 202588$798.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.