KC Investment Advisors
Latest statistics and disclosures from Pinion Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IVV, VUG, BOXX, IEFA, and represent 40.14% of Pinion Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: BKLN (+$5.2M), IVV, BOXX, UNP, CAIE, GMUB, VOO, BRK.B, IUSB, EVTR.
- Started 19 new stock positions in UNP, DTE, EPD, INTC, Unilever, GE, ITRG, GDX, OGE, C. DVY, PSX, JNJ, BKR, USHY, CAT, EVRG, UPS, IGIB.
- Reduced shares in these 10 stocks: UL, SON, PGR, TSLA, SCHG, SCHZ, SCHV, SCHD, ROP, JQUA.
- Sold out of its positions in EOG, FITB, FTSL, ITOT, GVI, USIG, NI, PGR, ROP, SCHZ. SON, UL, ZTS, NXPI.
- Pinion Investment Advisors was a net buyer of stock by $41M.
- Pinion Investment Advisors has $410M in assets under management (AUM), dropping by 11.95%.
- Central Index Key (CIK): 0001738738
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Portfolio Holdings for Pinion Investment Advisors
Pinion Investment Advisors holds 173 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 21.3 | $87M | +2% | 139k | 627.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.9 | $28M | +19% | 41k | 684.94 |
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| Vanguard Index Fds Growth Etf (VUG) | 5.1 | $21M | 43k | 487.86 |
|
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 3.6 | $15M | +27% | 128k | 115.10 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.2 | $13M | +12% | 147k | 89.46 |
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| Spdr Series Trust State Street Spd (SPIB) | 2.5 | $10M | +8% | 304k | 33.81 |
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| Goldman Sachs Etf Tr Muni Income Etf (GMUB) | 1.7 | $7.0M | +71% | 136k | 51.19 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 1.7 | $6.8M | +25% | 147k | 46.29 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 1.6 | $6.7M | -2% | 86k | 77.89 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.6 | $6.6M | +24% | 65k | 100.38 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.6 | $6.5M | +23% | 107k | 60.81 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 1.5 | $6.0M | +34% | 129k | 46.54 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.4 | $5.9M | +703% | 282k | 21.00 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.4 | $5.8M | +18% | 29k | 198.62 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 1.4 | $5.8M | +35% | 113k | 51.50 |
|
| Tesla Motors (TSLA) | 1.4 | $5.8M | -10% | 13k | 449.72 |
|
| Spdr Series Trust State Street Spd (XNTK) | 1.4 | $5.8M | +10% | 21k | 277.88 |
|
| Calamos Etf Tr Autocallable Inc (CAIE) | 1.4 | $5.5M | +130% | 207k | 26.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $5.4M | 17k | 313.00 |
|
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| Microsoft Corporation (MSFT) | 1.3 | $5.4M | +4% | 11k | 483.63 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $5.4M | +2% | 29k | 186.50 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.3 | $5.1M | +22% | 15k | 342.97 |
|
| Arrowhead Pharmaceuticals (ARWR) | 1.2 | $5.0M | 75k | 66.39 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $4.9M | +47% | 9.8k | 502.65 |
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| Apple (AAPL) | 1.1 | $4.7M | +10% | 17k | 271.86 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 1.1 | $4.3M | +23% | 102k | 42.55 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.0 | $4.1M | +10% | 49k | 83.61 |
|
| Amazon (AMZN) | 0.9 | $3.6M | +3% | 16k | 230.82 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.9 | $3.6M | 133k | 26.91 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.2M | 9.4k | 335.28 |
|
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| Union Pacific Corporation (UNP) | 0.8 | $3.1M | NEW | 14k | 231.32 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $3.0M | -5% | 9.4k | 322.22 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.7 | $2.8M | +20% | 72k | 38.56 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.7 | $2.8M | +25% | 83k | 33.30 |
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| Broadcom (AVGO) | 0.6 | $2.5M | +7% | 7.2k | 346.11 |
|
| Wal-Mart Stores (WMT) | 0.6 | $2.4M | -4% | 22k | 111.41 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $2.2M | +34% | 22k | 101.67 |
|
| Spdr Series Trust State Street Spd (SPLG) | 0.5 | $2.0M | -2% | 24k | 80.22 |
|
| Visa Com Cl A (V) | 0.5 | $1.9M | 5.5k | 350.71 |
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| Meta Platforms Cl A (META) | 0.5 | $1.9M | +35% | 2.8k | 660.15 |
|
| Williams Companies (WMB) | 0.4 | $1.7M | -11% | 28k | 60.11 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.6M | -5% | 5.2k | 305.64 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.5M | +3% | 2.2k | 681.84 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $1.5M | +100% | 2.00 | 754800.00 |
|
| Cisco Systems (CSCO) | 0.4 | $1.5M | -7% | 20k | 77.03 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $1.5M | +28% | 65k | 23.03 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.4 | $1.5M | -19% | 23k | 63.18 |
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| Goldman Sachs (GS) | 0.3 | $1.3M | +3% | 1.5k | 879.00 |
|
| Palo Alto Networks (PANW) | 0.3 | $1.3M | +4% | 7.2k | 184.20 |
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| At&t (T) | 0.3 | $1.3M | -7% | 52k | 24.84 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | 2.2k | 570.85 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.2M | +8% | 20k | 62.47 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.2M | -5% | 2.4k | 483.64 |
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| Pepsi (PEP) | 0.3 | $1.2M | -6% | 8.2k | 143.52 |
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| Merck & Co (MRK) | 0.3 | $1.2M | -6% | 11k | 105.26 |
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| Philip Morris International (PM) | 0.3 | $1.1M | -6% | 7.0k | 160.40 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $1.1M | +4% | 26k | 42.87 |
|
| Abbvie (ABBV) | 0.3 | $1.1M | -8% | 4.7k | 228.51 |
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| Cintas Corporation (CTAS) | 0.3 | $1.0M | 5.6k | 188.06 |
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| Principal Financial (PFG) | 0.3 | $1.0M | -10% | 12k | 88.21 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.3 | $1.0M | 9.7k | 106.70 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $1.0M | +157% | 15k | 67.22 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $1.0M | +34% | 10k | 102.39 |
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| Altria (MO) | 0.2 | $992k | -15% | 17k | 57.66 |
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| Oneok (OKE) | 0.2 | $991k | -7% | 14k | 73.50 |
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| Costco Wholesale Corporation (COST) | 0.2 | $975k | 1.1k | 862.58 |
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| Chevron Corporation (CVX) | 0.2 | $971k | -3% | 6.4k | 152.41 |
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| Nextera Energy (NEE) | 0.2 | $948k | +83% | 12k | 80.28 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $923k | +6% | 2.2k | 412.77 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $919k | -3% | 1.6k | 579.46 |
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| Omega Healthcare Investors (OHI) | 0.2 | $889k | -10% | 20k | 44.34 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $887k | +3% | 5.0k | 177.75 |
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| Bank of America Corporation (BAC) | 0.2 | $881k | +124% | 16k | 55.00 |
|
| Procter & Gamble Company (PG) | 0.2 | $881k | -13% | 6.1k | 143.32 |
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| Southern Company (SO) | 0.2 | $834k | +14% | 9.6k | 87.20 |
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| Eli Lilly & Co. (LLY) | 0.2 | $823k | +157% | 766.00 | 1074.68 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $818k | -9% | 6.1k | 133.49 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $817k | 10k | 80.63 |
|
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| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 0.2 | $813k | 11k | 74.35 |
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| Coinbase Global Com Cl A (COIN) | 0.2 | $799k | +15% | 3.5k | 226.14 |
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| Metropcs Communications (TMUS) | 0.2 | $790k | -3% | 3.9k | 203.04 |
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| Baker Hughes Company Cl A (BKR) | 0.2 | $778k | NEW | 17k | 45.54 |
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| Dht Holdings Shs New (DHT) | 0.2 | $774k | -10% | 63k | 12.21 |
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| DTE Energy Company (DTE) | 0.2 | $751k | NEW | 5.8k | 128.98 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $742k | -11% | 15k | 50.01 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $742k | -9% | 16k | 47.02 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $729k | -4% | 1.5k | 473.30 |
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| Ares Capital Corporation (ARCC) | 0.2 | $716k | -11% | 35k | 20.23 |
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| Valero Energy Corporation (VLO) | 0.2 | $712k | -12% | 4.4k | 162.79 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $703k | 2.2k | 313.80 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $694k | -48% | 21k | 32.62 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $683k | +2% | 2.4k | 279.14 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $660k | NEW | 4.7k | 141.14 |
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| Unilever Spon Adr New | 0.2 | $637k | NEW | 9.7k | 65.40 |
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| Digital Realty Trust (DLR) | 0.2 | $629k | -9% | 4.1k | 154.71 |
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| Trane Technologies SHS (TT) | 0.2 | $627k | -3% | 1.6k | 389.20 |
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| International Paper Company (IP) | 0.1 | $608k | -31% | 15k | 39.39 |
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| Home Depot (HD) | 0.1 | $607k | -23% | 1.8k | 344.04 |
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| Advanced Micro Devices (AMD) | 0.1 | $607k | 2.8k | 214.16 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $575k | +2% | 3.2k | 177.37 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $575k | 11k | 50.59 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $574k | +7% | 4.1k | 141.16 |
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| Vici Pptys (VICI) | 0.1 | $570k | -15% | 20k | 28.12 |
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| Oracle Corporation (ORCL) | 0.1 | $552k | -4% | 2.8k | 194.91 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $541k | 17k | 32.80 |
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| Putnam Etf Trust Bdc Income Etf (PBDC) | 0.1 | $527k | -8% | 17k | 30.60 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $503k | +25% | 5.0k | 100.34 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $498k | -48% | 18k | 27.43 |
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| Johnson & Johnson (JNJ) | 0.1 | $490k | NEW | 2.4k | 206.95 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $490k | -4% | 2.0k | 246.16 |
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| Ge Aerospace Com New (GE) | 0.1 | $483k | NEW | 1.6k | 308.03 |
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| TJX Companies (TJX) | 0.1 | $458k | 3.0k | 153.61 |
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| UnitedHealth (UNH) | 0.1 | $450k | -2% | 1.4k | 330.08 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $434k | -5% | 494.00 | 878.96 |
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| Starwood Property Trust (STWD) | 0.1 | $418k | -32% | 23k | 18.01 |
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| salesforce (CRM) | 0.1 | $416k | 1.6k | 264.91 |
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| Oge Energy Corp (OGE) | 0.1 | $412k | NEW | 9.6k | 42.70 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $406k | -7% | 4.2k | 96.28 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $398k | 3.3k | 120.35 |
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| Capital One Financial (COF) | 0.1 | $398k | 1.6k | 242.36 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $390k | +15% | 688.00 | 566.36 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $380k | -29% | 2.7k | 141.05 |
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| Citizens Financial (CFG) | 0.1 | $372k | -4% | 6.4k | 58.41 |
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| Quanta Services (PWR) | 0.1 | $363k | -15% | 860.00 | 422.06 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $360k | -28% | 632.00 | 569.82 |
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| Kla Corp Com New (KLAC) | 0.1 | $351k | +3% | 289.00 | 1215.08 |
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| Axon Enterprise (AXON) | 0.1 | $341k | -10% | 600.00 | 567.93 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $339k | 13k | 26.23 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $339k | 2.1k | 163.29 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $336k | +34% | 314.00 | 1069.86 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $333k | -5% | 952.00 | 349.99 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $333k | 5.9k | 56.81 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $325k | 2.0k | 162.63 |
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| American Electric Power Company (AEP) | 0.1 | $323k | 2.8k | 115.30 |
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| Hca Holdings (HCA) | 0.1 | $313k | -21% | 671.00 | 466.86 |
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| Pfizer (PFE) | 0.1 | $311k | 13k | 24.90 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $301k | 3.1k | 96.03 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $299k | 4.0k | 75.44 |
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| Linde SHS (LIN) | 0.1 | $296k | 694.00 | 426.39 |
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| International Business Machines (IBM) | 0.1 | $286k | -4% | 965.00 | 296.21 |
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| Entergy Corporation (ETR) | 0.1 | $273k | -9% | 3.0k | 92.43 |
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| Caterpillar (CAT) | 0.1 | $273k | NEW | 476.00 | 572.87 |
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| Coca-Cola Company (KO) | 0.1 | $271k | -2% | 3.9k | 69.91 |
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| Synopsys (SNPS) | 0.1 | $270k | 574.00 | 469.72 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $264k | NEW | 7.1k | 37.40 |
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| MetLife (MET) | 0.1 | $262k | 3.3k | 78.94 |
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| Verizon Communications (VZ) | 0.1 | $260k | -6% | 6.4k | 40.73 |
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| Citigroup Com New (C) | 0.1 | $255k | NEW | 2.2k | 116.69 |
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| Cme (CME) | 0.1 | $252k | -16% | 924.00 | 273.20 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.1 | $251k | 7.0k | 35.92 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $250k | -12% | 552.00 | 453.36 |
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| Stryker Corporation (SYK) | 0.1 | $246k | +18% | 700.00 | 351.47 |
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| Evergy (EVRG) | 0.1 | $244k | NEW | 3.4k | 72.50 |
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| United Parcel Service CL B (UPS) | 0.1 | $243k | NEW | 2.5k | 99.20 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $241k | NEW | 4.5k | 53.88 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $237k | +5% | 1.1k | 209.12 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $233k | +8% | 1.1k | 211.79 |
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| Ssga Active Etf Tr State Street Bla (SRLN) | 0.1 | $226k | -8% | 5.5k | 41.27 |
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| Phillips 66 (PSX) | 0.1 | $222k | NEW | 1.7k | 129.04 |
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| Ford Motor Company (F) | 0.1 | $221k | +5% | 17k | 13.12 |
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| S&p Global (SPGI) | 0.1 | $220k | -9% | 421.00 | 522.59 |
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| Adams Express Company (ADX) | 0.1 | $219k | 9.4k | 23.32 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $219k | 1.9k | 117.21 |
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| Public Service Enterprise (PEG) | 0.1 | $218k | -3% | 2.7k | 80.30 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $217k | +2% | 841.00 | 257.87 |
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| Intel Corporation (INTC) | 0.1 | $217k | NEW | 5.9k | 36.90 |
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| Enterprise Products Partners (EPD) | 0.1 | $208k | NEW | 6.5k | 32.06 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $207k | NEW | 2.4k | 85.77 |
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| Paychex (PAYX) | 0.1 | $205k | 1.8k | 112.20 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $204k | -70% | 6.9k | 29.61 |
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| AVINO SILVER & GOLD Mines Lt (ASM) | 0.0 | $88k | 14k | 6.21 |
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| Integra Res Corp (ITRG) | 0.0 | $55k | NEW | 14k | 4.01 |
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| Standard Lithium Corp equities (SLI) | 0.0 | $48k | -19% | 11k | 4.47 |
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Past Filings by Pinion Investment Advisors
SEC 13F filings are viewable for Pinion Investment Advisors going back to 2018
- Pinion Investment Advisors 2025 Q4 filed Jan. 29, 2026
- Pinion Investment Advisors 2025 Q3 filed Oct. 27, 2025
- Pinion Investment Advisors 2025 Q2 filed July 24, 2025
- Pinion Investment Advisors 2025 Q1 filed April 17, 2025
- Pinion Investment Advisors 2024 Q4 filed Feb. 6, 2025
- Pinion Investment Advisors 2024 Q3 filed Nov. 12, 2024
- Pinion Investment Advisors 2024 Q2 filed Aug. 8, 2024
- Pinion Investment Advisors 2024 Q1 filed May 9, 2024
- Pinion Investment Advisors 2023 Q4 filed Jan. 25, 2024
- Pinion Investment Advisors 2023 Q3 filed Nov. 6, 2023
- Pinion Investment Advisors 2023 Q2 filed Aug. 7, 2023
- Pinion Investment Advisors 2023 Q1 filed May 15, 2023
- Pinion Investment Advisors 2022 Q4 filed Feb. 9, 2023
- KC Investment Advisors 2022 Q3 filed Nov. 14, 2022
- KC Investment Advisors 2022 Q2 filed Aug. 15, 2022
- KC Investment Advisors 2022 Q1 filed May 13, 2022