Stuart Investment Advisors, Inc.
Stuart Investment Advisors, Inc. reported 21 holdings worth US$249M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Stuart Investment Advisors, Inc. reported 21 holdings worth US$249M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Raymond James Financial, Inc. and Exxon Mobil Corporation. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$249M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 6,058 | US$3.03M | 1.2% |
| Raymond James Financial, Inc. | 19,115 | US$2.91M | 1.2% |
| Exxon Mobil Corporation | 13,855 | US$1.89M | 0.76% |
| Amazon.com, Inc. | 6,760 | US$1.61M | 0.65% |
| Energy Transfer Lp | 47,698 | US$912K | 0.37% |
| Microsoft Corp. | 1,598 | US$596K | 0.24% |
| Johnson & Johnson | 1,906 | US$484K | 0.19% |
| Automatic Data Processing, Inc. | 1,468 | US$329K | 0.13% |
| Williams Companies, Inc. (the) | 4,300 | US$320K | 0.13% |
| Rtx Corporation | 1,528 | US$290K | 0.12% |
| Apple Inc | 984 | US$285K | 0.11% |
| Oneok, Inc. | 2,852 | US$248K | 0.10% |
| Advanced Micro Devices Inc | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Gilead Sciences, Inc. | 0 | US$0 | 0.00% |