Kingsbury Capital Investment Advisors LLC holds a focused book of 121 stocks worth $118.2M as of Q2 2026 (disclosed Aug 25, 2026, a ~56-day 13F lag). This quarter they opened Offerpad Solutions Inc and trimmed Illinois Tool Works. Their largest long position is Illinois Tool Works at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Kingsbury Capital Investment Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| KMT WEALTH MANAGEMENT, LLC | 80 / 80 | $111.0M |
| OSAIC HOLDINGS, INC. | 77 / 80 | $15.9B |
| MORGAN STANLEY | 76 / 80 | $493.3B |
| UBS Group AG | 75 / 80 | $123.4B |
| Integrated Wealth Concepts LLC | 75 / 80 | $3.6B |
| ROYAL BANK OF CANADA | 74 / 80 | $129.8B |
| CWM, LLC | 74 / 80 | $6.6B |
| Farther Finance Advisors, LLC | 74 / 80 | $2.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Kingsbury Capital Investment Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Illinois Tool WKS Inc COM | $14.3M | 53.0K | 12.1% | ▼−0.8% Reduced · −429 sh | |
| 2 | Apple Inc COM | $7.8M | 26.9K | 6.6% | ▼−7.5% Reduced · −2K sh | |
| 3 | Nvidia Corporation COM | $7.6M | 38.0K | 6.4% | ▼−0.4% Reduced · −147 sh | |
| 4 | SPDR Series Trust ST STR P500ETF | $5.4M | 61.9K | 4.6% | ▼−30% Reduced · −26K sh | |
| 5 | Amazon Com Inc COM | $3.5M | 14.5K | 2.9% | ▼−14% Reduced · −2K sh | |
| 6 | Marriott Intl Inc New CL A | $2.6M | 7.1K | 2.2% | ▼−1.3% Reduced · −91 sh | |
| 7 | Alphabet Inc CAP STK CL A | $2.6M | 7.1K | 2.2% | ▲+0.3% Added · +23 sh | |
| 8 | Tesla Inc COM | $2.4M | 5.7K | 2.0% | ▼−13% Reduced · −851 sh | |
| 9 | Babcock & Wilcox Enterprises COM | $2.1M | 147.8K | 1.8% | ▼−22% Reduced · −42K sh | |
| 10 | Intensity Therapeutics Inc COM NEW | $2.0M | 496.5K | 1.7% | ▲13× Added · +458K sh | |
| 11 | Arista Networks Inc COM SHS | $1.9M | 11.2K | 1.6% | ▼−0.7% Reduced · −76 sh | |
| 12 | First TR Exch Traded FD III PFD SECS INC ETF | $1.9M | 106.3K | 1.6% | ▲+3.5% Added · +4K sh | |
| 13 | ASML Hldg NV N Y REGISTRY SHS | $1.9M | 935 | 1.6% | ▲+1.2% Added · +11 sh | |
| 14 | Vaneck ETF Trust RARE EAR STR ETF | $1.7M | 19.0K | 1.4% | ▼−19% Reduced · −5K sh | |
| 15 | Meta Platforms Inc CL A | $1.6M | 2.9K | 1.4% | ▼−0.7% Reduced · −20 sh | |
| 16 | Microsoft Corp COM | $1.6M | 4.4K | 1.4% | ▼−0.6% Reduced · −26 sh | |
| 17 | American Bitcoin Corp. COM CL A | $1.6M | 2.39M | 1.4% | ▲+142% Added · +1.4M sh | |
| 18 | Alzamend Neuro Inc COM NEW 2025 | $1.6M | 1.33M | 1.3% | ▲+135% Added · +762K sh | |
| 19 | SPDR Series Trust ST STR CONV ETF | $1.6M | 14.6K | 1.3% | ▼−50% Reduced · −15K sh | |
| 20 | Intel Corp COM | $1.5M | 10.9K | 1.3% | ▼−0.2% Reduced · −19 sh | |
| 21 | Offerpad Solutions Inc COM CL A | $1.5M | 303.6K | 1.3% | ▲New New position | |
| 22 | Vanguard Whitehall FDS HIGH DIV YLD | $1.4M | 9.1K | 1.2% | ▲+18% Added · +1K sh | |
| 23 | Advanced Micro Devices Inc COM | $1.3M | 2.2K | 1.1% | ▲+1.1% Added · +25 sh | |
| 24 | Ishares TR FUTU AI TECH ETF | $1.3M | 16.5K | 1.1% | ▼−19% Reduced · −4K sh | |
| 25 | Select Sector SPDR TR ST STR TECHN ETF | $1.2M | 6.6K | 1.1% | ▲+15% Added · +859 sh | |
| 26 | Fortinet Inc COM | $1.2M | 8.1K | 1.1% | ▼−3.9% Reduced · −325 sh | |
| 27 | Walmart Inc COM | $1.2M | 10.7K | 1.0% | ▲+11% Added · +1K sh | |
| 28 | Global X FDS DEFENSE TECH ETF | $1.2M | 20.1K | 1.0% | ▲+56% Added · +7K sh | |
| 29 | USA Rare Earth Inc COM | $1.2M | 55.4K | 1.0% | ▼−8.0% Reduced · −5K sh | |
| 30 | Critical Metals Corp PUBCO ORD SHS | $1.1M | 104.8K | 0.9% | ▼−14% Reduced · −17K sh | |
| 31 | Global X FDS ARTIFICIAL ETF | $1.1M | 16.2K | 0.9% | ▲+26% Added · +3K sh | |
| 32 | Vanguard Index FDS S&P 500 ETF SHS | $1.1M | 1.5K | 0.9% | ▲+57% Added · +553 sh | |
| 33 | First TR Exchange Traded FD NASDQ SEMCNDTR | $1.0M | 3.6K | 0.9% | ▲+40% Added · +1K sh | |
| 34 | Alphabet Inc CAP STK CL C | $970K | 2.7K | 0.8% | ▲+0.9% Added · +26 sh | |
| 35 | Lockheed Martin Corp COM | $969K | 1.9K | 0.8% | ▼−2.8% Reduced · −55 sh | |
| 36 | First TR Exchange Traded FD RISNG DIVD ACHIV | $966K | 11.9K | 0.8% | ▼−3.3% Reduced · −406 sh | |
| 37 | Grayscale Coindesk Crypto USD SHS | $963K | 36.5K | 0.8% | ▲+90% Added · +17K sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $909K | 1.8K | 0.8% | ▼−2.3% Reduced · −43 sh | |
| 39 | ETF Ser Solutions DEFIA QUANT ETF | $902K | 5.5K | 0.8% | ▼−14% Reduced · −869 sh | |
| 40 | Caterpillar Inc COM | $883K | 829 | 0.7% | ▼−6.4% Reduced · −57 sh | |
| 41 | Ashford Hospitality TR Inc COM NEW | $849K | 262.0K | 0.7% | ▼−2.2% Reduced · −6K sh | |
| 42 | Abbvie Inc COM | $800K | 3.2K | 0.7% | ▲+0.3% Added · +9 sh | |
| 43 | MP Materials Corp COM CL A | $797K | 14.2K | 0.7% | ▼−5.9% Reduced · −889 sh | |
| 44 | SPDR Series Trust ST STR P500GRW | $772K | 6.5K | 0.7% | ▼−0.8% Reduced · −54 sh | |
| 45 | Vanguard World FD ENERGY ETF | $760K | 5.1K | 0.6% | ▲+272% Added · +4K sh | |
| 46 | Netflix Inc. COM | $715K | 10.0K | 0.6% | ▼−34% Reduced · −5K sh | |
| 47 | Palo Alto Networks Inc COM | $703K | 2.1K | 0.6% | ▼−1.3% Reduced · −27 sh | |
| 48 | Taiwan Semiconductor Manufac SPONSORED ADS | $628K | 1.3K | 0.5% | ▲+3.9% Added · +49 sh | |
| 49 | Unusual Machs Inc COM SHS | $617K | 27.7K | 0.5% | ▼−35% Reduced · −15K sh | |
| 50 | Broadcom Inc COM | $601K | 1.6K | 0.5% | ▲+4.1% Added · +63 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1927315/holdings"
Use Arkolith to show Kingsbury Capital Investment Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.