Conrad Siegel Investment Advisors, Inc. quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Conrad Siegel Investment Advisors, Inc. opened 9 positions, added to 14, reduced 3, sold out of 1 and left 0 unchanged. The largest increase in value was GOOGL (+$755,136); the largest decrease was MCD (-$253,915).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 428.
- AMAT: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 554.
- AMD: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 564.
- LRCX: Country of operation United States; Class COM NEW; Shares 2026-03-31 0; Shares 2026-06-30 705.
Two Form 13F-HR filings compared (SEC CIK 1905875): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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