Holdings
Stuart Investment Advisors, Inc.
As of Jun 30, 2026, Stuart Investment Advisors, Inc. reported 12 positions worth US$12.9M. Largest: Berkshire Hathaway Inc., Raymond James Financial, Inc. and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 6,058 | US$3.03M | no change | Jun 30, 2026 |
| Raymond James Financial, Inc. | 19,115 | US$2.91M | no change | Jun 30, 2026 |
| Exxon Mobil Corporation | 13,855 | US$1.89M | +879 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,760 | US$1.61M | −22 | Jun 30, 2026 |
| Energy Transfer Lp | 47,698 | US$912K | −7,200 | Jun 30, 2026 |
| Microsoft Corp. | 1,598 | US$596K | −1,034 | Jun 30, 2026 |
| Johnson & Johnson | 1,906 | US$484K | +400 | Jun 30, 2026 |
| Automatic Data Processing, Inc. | 1,468 | US$329K | no change | Jun 30, 2026 |
| Williams Companies, Inc. (the) | 4,300 | US$320K | new | Jun 30, 2026 |
| Rtx Corporation | 1,528 | US$290K | no change | Jun 30, 2026 |