Pinion Investment Advisors, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Pinion Investment Advisors, LLC opened 16 positions, added to 69, reduced 19, sold out of 6 and left 7 unchanged. The largest increase in value was NVDA (+$1,864,087); the largest decrease was AAAU (-$540,878).
- ARWR: Country of operation United States; Class COM; Shares 2026-03-31 75,000; Shares 2026-06-30 75,000.
- ASML: Country of operation —; Class N Y REGISTRY SHS; Shares 2026-03-31 316; Shares 2026-06-30 316.
- TT: Country of operation —; Class SHS; Shares 2026-03-31 1,493; Shares 2026-06-30 1,493.
- AXON: Country of operation United States; Class COM; Shares 2026-03-31 600; Shares 2026-06-30 600.
Two Form 13F-HR filings compared (SEC CIK 1738738): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-08-06). 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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