Stuart Investment Advisors, Inc. holds a concentrated book of 21 stocks worth $248.6M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Williams Cos Inc and trimmed Ishares Gold Trust. Their largest long position is Vanguard Total Stock MKT ETF at 51% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Stuart Investment Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 4 / 21 | $2.9B |
| First American Financial Corp | 2 / 21 | $387.9M |
| Narodna banka Slovenska | 2 / 21 | $3.3B |
| Axis Capital Holdings Ltd | 2 / 21 | $295.9M |
| Marino Management, LLC | 3 / 21 | $426.2M |
| Pangea Capital Gestao de Recursos Ltda. | 2 / 21 | $120.8M |
| Dumac, Inc. | 3 / 21 | $859.1M |
| Hoffman, Alan N Investment Management | 3 / 21 | $131.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Stuart Investment Advisors, Inc.: 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 | Vanguard Index FDS TOTAL STK MKT | $127.9M | 345.8K | 51.5% | ▲+2.3% Added · +8K sh | |
| 2 | Ishares Gold TR ISHARES NEW | $38.8M | 513.7K | 15.6% | ▼−2.9% Reduced · −15K sh | |
| 3 | Vanguard Star FDS VG TL INTL STK F | $34.3M | 401.7K | 13.8% | ▲+6.8% Added · +26K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $28.0M | 40.8K | 11.3% | ▼−0.6% Reduced · −250 sh | |
| 5 | Berkshire Hathaway Inc Del CL B NEW | $3.0M | 6.1K | 1.2% | —Held | |
| 6 | Raymond James Finl Inc COM | $2.9M | 19.1K | 1.2% | —Held | |
| 7 | Ishares Gold Trust Micro SHS REPSTG UN TR | $2.7M | 66.6K | 1.1% | ▲+102% Added · +34K sh | |
| 8 | Vanguard Index FDS MCAP GR IDXVIP | $2.2M | 7.3K | 0.9% | ▼−1.8% Reduced · −131 sh | |
| 9 | Exxon Mobil Corp COM | $1.9M | 13.9K | 0.8% | ▲+6.8% Added · +879 sh | |
| 10 | Amazon Com Inc COM | $1.6M | 6.8K | 0.6% | ▼−0.3% Reduced · −22 sh | |
| 11 | Energy Transfer L P COM UT LTD PTN | $912K | 47.7K | 0.4% | ▼−13% Reduced · −7K sh | |
| 12 | Schwab Strategic TR US LRG CAP ETF | $723K | 24.6K | 0.3% | —Held | |
| 13 | Microsoft Corp COM | $596K | 1.6K | 0.2% | ▼−39% Reduced · −1K sh | |
| 14 | SPDR Gold TR GOLD SHS | $537K | 1.5K | 0.2% | ▼−1.3% Reduced · −19 sh | |
| 15 | Vanguard Intl Equity Index F ALLWRLD EX US | $502K | 6.0K | 0.2% | ▲+0.5% Added · +27 sh | |
| 16 | Johnson & Johnson COM | $484K | 1.9K | 0.2% | ▲+27% Added · +400 sh | |
| 17 | Automatic Data Processing In COM | $329K | 1.5K | 0.1% | —Held | |
| 18 | Williams Cos Inc COM | $320K | 4.3K | 0.1% | ▲New New position | |
| 19 | RTX Corporation COM | $290K | 1.5K | 0.1% | —Held | |
| 20 | Apple Inc COM | $285K | 984 | 0.1% | ▼−2.5% Reduced · −25 sh | |
| 21 | Oneok Inc New COM | $248K | 2.9K | 0.1% | ▲New New position |
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/1910180/holdings"
Use Arkolith to show STUART INVESTMENT ADVISORS, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 21 | $248.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 27 | $228.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 17 | $110.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 17 | $106.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 18 | $195.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 16 | $177.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 19 | $187.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 16 | $177.8M | 13F-HR/A |
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.