Pinion Investment Advisors, LLC has filed its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insight into the firm’s asset management strategy and investment decisions. The report reveals the company’s positions in various sectors, including technology, healthcare, and consumer goods.
Pinion Investment Advisors, based in Wichita, Kansas, is an investment advisory firm that focuses on managing assets for its clients. The firm operates under the Central Index Key (CIK) number 0001738738 and has been active in filing reports with the SEC, including multiple 13F-HR submissions throughout the year. This latest filing, dated November 4, 2026, follows previous submissions, indicating a consistent reporting practice.
The recent filing states that Pinion Investment Advisors holds a total of 206 positions with a combined value of approximately $564 million. This diverse portfolio includes significant investments in well-known companies such as Abbott Laboratories, Amazon, and Alphabet Inc. The firm’s investment discretion is noted as sole for all reported holdings, indicating that it has full control over these assets.
According to the filing, the company’s largest single investment is in Alphabet Inc, valued at over $6.4 million, reflecting its confidence in the tech giant's growth potential. Other notable investments include positions in Amazon, Apple, and various ETFs, showcasing a strategy aimed at capitalizing on market trends and sector performance.
The impact of this filing is multifaceted. It may affect current and potential clients of Pinion Investment Advisors, who will look to these disclosures to gauge the firm’s investment acumen and market positioning. Additionally, competitors in the investment advisory industry may analyze these holdings to inform their strategies and client offerings.
As for what’s next, the filing does not specify any upcoming events or changes. However, it is expected that Pinion Investment Advisors will continue to monitor market conditions and adjust its portfolio as necessary, which may lead to future filings reflecting new investment strategies or shifts in asset allocation.
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