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CIK: 0001927315
Total reported value
$118.2M
$118.2M
113 檔
32.3%
In Q1 2026, Kingsbury Capital Investment Advisors LLC's U.S. equity holdings reached a combined market value of $118.2M, distributed across 113 disclosed stock positions.
In Q1 2026, Kingsbury Capital Investment Advisors LLC displayed an active expansion posture, initiating 73 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITW | Illinois Tool Works | Stock-Industrials | 13.07% | -0.94% | -4.92% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.93% | -0.35% | -48.37% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.33% | -1.73% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.26% | +0.18% | +919.59% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.30% | -0.37% | -21.62% | |
| 6 | BW | Babcock & Wilcox Enterpr | Stock-Other | 2.62% | -0.86% | — | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.53% | -1.19% | -31.69% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.28% | -0.26% | -48.06% | |
| 9 | MAR | Marriott International -cl A | Stock-Consumer Disc | 2.22% | +0.02% | +67.28% | |
| 10 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 1.94% | -0.52% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.92% | +0.24% | -10.49% | |
| 12 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.71% | -0.10% | -63.64% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.19% | -28.64% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | -0.15% | -14.08% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.37% | -0.77% | +879.25% | |
| 16 | ANET | Arista Networks Inc | Stock-Tech | 1.30% | +0.31% | — | |
| 17 | ✓ | Offerpad Solutions Inc | Stock-Other | 1.28% | -1.28% | EXIT | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.15% | +0.42% | +4.76% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.13% | -0.10% | +186.07% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.11% | -0.29% | +163.39% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.07% | +0.14% | -45.82% | |
| 22 | ✓ | Critical Metals CORP | Stock-Other | 0.91% | — | — | |
| 23 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.89% | +0.17% | — | |
| 24 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.86% | +0.16% | — | |
| 25 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.86% | -0.36% | — | |
| 26 | ABTC | American Bitcoin Corp-a | Stock-Other | 0.86% | +0.52% | — | |
| 27 | USAR | USA Rare Earth Inc | Stock-Other | 0.86% | +0.15% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.07% | -52.45% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.79% | +0.03% | -82.04% | |
| 30 | AI | C3.ai Inc-a | Stock-Tech | 0.79% | -0.79% | EXIT | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.76% | -0.76% | EXIT | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.09% | -19.12% | |
| 33 | AEE | Ameren Corporation | Stock-Utilities | 0.72% | -0.22% | — | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.35% | +36.52% | |
| 35 | ✓ | Microalgo Inc Shs Cl A | Stock-Other | 0.70% | -0.26% | — | |
| 36 | AHT | Ashford Hospitality Trust | Stock-Other | 0.69% | +0.03% | — | |
| 37 | MP | Mp Materials CORP | Stock-Materials | 0.69% | -0.02% | — | |
| 38 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.69% | -0.44% | — | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.65% | -0.22% | +143.66% | |
| 40 | FTNT | Fortinet Inc | Stock-Tech | 0.65% | +0.40% | -28.41% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.03% | +24.13% | |
| 42 | CME | Cme Group Inc | Stock-Financials | 0.64% | -0.21% | -30.66% | |
| 43 | QTUM | Defiance Quantum ETF | ETF-Other | 0.64% | +0.12% | — | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.05% | -14.38% | |
| 45 | FITE | Ss Spdr S&p Kensho Fs ETF | ETF-Other | 0.60% | -0.11% | — | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.59% | +0.16% | — | |
| 47 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.58% | -0.08% | — | |
| 48 | ALZN | Alzamend Neuro Inc | Stock-Other | 0.56% | +0.79% | — | |
| 49 | ✓ | Grayscale Digital Large Cap | Stock-Other | 0.56% | +0.26% | — | |
| 50 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.56% | +0.34% | +15.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +6.3% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +5.6% | +919.59% | Add |
| 3 | BW | Babcock & Wilcox Enterpr | +2.6% | NEW | New buy |
| 4 | REMX | Vaneck Rar Earth Nd Stg-usdi | +1.9% | NEW | New buy |
| 5 | MAR | Marriott International -cl A | +1.3% | +67.28% | Add |
| 6 | ANET | Arista Networks Inc | +1.3% | NEW | New buy |
| 7 | ✓ | Offerpad Solutions Inc | +1.3% | NEW | New buy |
| 8 | ✓ | Critical Metals CORP | +0.9% | NEW | New buy |
| 9 | ARTY | Ishares Future Ai & Tech ETF | +0.9% | NEW | New buy |
| 10 | SHLD | Global X Defense Tech ETF | +0.9% | NEW | New buy |
| 11 | AXON | Axon Enterprise Inc | +0.9% | NEW | New buy |
| 12 | ABTC | American Bitcoin Corp-a | +0.9% | NEW | New buy |
| 13 | USAR | USA Rare Earth Inc | +0.9% | NEW | New buy |
| 14 | NFLX | Netflix Inc | +0.8% | +879.25% | Add |
| 15 | AI | C3.ai Inc-a | +0.8% | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | +0.8% | -10.49% | Trim |
| 17 | IAU | Ishares Gold Trust | +0.8% | NEW | New buy |
| 18 | META | Meta Platforms Inc-class A | +0.7% | -28.64% | Trim |
| 19 | AEE | Ameren Corporation | +0.7% | NEW | New buy |
| 20 | ✓ | Microalgo Inc Shs Cl A | +0.7% | NEW | New buy |
| 21 | AHT | Ashford Hospitality Trust | +0.7% | NEW | New buy |
| 22 | MP | Mp Materials CORP | +0.7% | NEW | New buy |
| 23 | ITA | Ishares U.s. Aerospace & Def | +0.7% | NEW | New buy |
| 24 | LMT | Lockheed Martin CORP | +0.7% | +163.39% | Add |
| 25 | QTUM | Defiance Quantum ETF | +0.6% | NEW | New buy |
| 26 | FITE | Ss Spdr S&p Kensho Fs ETF | +0.6% | NEW | New buy |
| 27 | ASML | ASML Holding N.V. | +0.6% | +4.76% | Add |
| 28 | CAT | Caterpillar Inc | +0.6% | NEW | New buy |
| 29 | BLV | Vanguard Long-term Bond ETF | +0.6% | NEW | New buy |
| 30 | ALZN | Alzamend Neuro Inc | +0.6% | NEW | New buy |
| 31 | ✓ | Grayscale Digital Large Cap | +0.6% | NEW | New buy |
| 32 | QM30 | Nova Minerals Ltd-adr | +0.5% | NEW | New buy |
| 33 | UMAC | Unusual Machines Inc /us | +0.5% | NEW | New buy |
| 34 | CTAS | Cintas CORP | +0.5% | NEW | New buy |
| 35 | WMT | Walmart Inc | +0.5% | +186.07% | Add |
| 36 | PLTR | Palantir Technologies Inc-a | +0.5% | NEW | New buy |
| 37 | JPC | Nuveen Prefered & Income Opp | +0.5% | NEW | New buy |
| 38 | INTC | Intel CORP | +0.5% | NEW | New buy |
| 39 | AVGO | Broadcom Inc | +0.4% | NEW | New buy |
| 40 | BND | Vanguard Total Bond Market | +0.4% | NEW | New buy |
| 41 | AMD | Advanced Micro Devices | +0.4% | NEW | New buy |
| 42 | CPRT | Copart Inc | +0.4% | NEW | New buy |
| 43 | WBTN | Webtoon Entertainment Inc | +0.4% | NEW | New buy |
| 44 | ONDS | Ondas Inc | +0.4% | NEW | New buy |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.4% | NEW | New buy |
| 46 | FTXL | First Trust Nasdaq Semicondu | +0.4% | NEW | New buy |
| 47 | GE | General Electric | +0.4% | NEW | New buy |
| 48 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | NEW | New buy |
| 49 | IGV | Ishares Expanded Tech-softwa | +0.3% | NEW | New buy |
| 50 | CDLXEUR | Cardlytics Inc | +0.3% | NEW | New buy |
According to official SEC Form 13F filings, Kingsbury Capital Investment Advisors LLC reported a total U.S. public equity portfolio value of $118.2M across 113 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITW, AAPL, SPYM) accounted for 32.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPYM
市值: $6.7M
Top Position Liquidated / Trimmed
FXH
前期市值: $2.5M
During Q1 2026, Kingsbury Capital Investment Advisors LLC's top holdings by market value included ITW (13.1%)、AAPL (6.9%)、SPYM (6.3%). The largest single position, ITW, represented 13.1% of total portfolio value.
In Q1 2026, Kingsbury Capital Investment Advisors LLC made 149 total portfolio adjustments, initiating 73 new buys, adding to 14 positions, trimming 25 holdings, and fully liquidating 37 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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