Kingsbury Capital Investment Advisors LLC

CIK 1927315
Long book
$106.4M
Q1 2026
Positions
113
Top-10 weight
47%
concentration
Last quarter
Turnover
of book per quarter

Strategy in plain words

auto-generated from filings

Kingsbury Capital Investment Advisors LLC is an institutional manager, running a $106.4M US long book across 113 positions.

The portfolio is moderately concentrated (top 10 ≈ 47% of the book). Current anchor positions: ILLINOIS TOOL WORKS, APPLE INC, STE STR SPDR PT S&P 500 ETF, NVIDIA CORP, AMAZON.COM INC.

Sector allocation

Technology
38%
Industrials
34%
Consumer discretionary
7%
Services media
6%
Materials
4%
Financials
4%
Healthcare
3%
Other
2%

Long book by quarter

$106.4M
Q1 2026

What does Kingsbury Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
ITW ILLINOIS TOOL WORKSIndustrials53.4K$13.9M13.1%Held
AAPL APPLE INCTechnology29.1K$7.4M6.9%Held
NVDA NVIDIA CORPTechnology38.2K$6.7M6.3%Held
AMZN AMAZON.COM INCConsumer discretionary16.9K$3.5M3.3%Held
BW BABCOCK & WILCOX ENTERPRIndustrials189.7K$2.8M2.6%Held
TSLA TESLA INCIndustrials6.5K$2.4M2.3%Held
MAR MARRIOTT INTERNATIONAL -CL AServices media7.2K$2.4M2.2%Held
GOOGL ALPHABET INC-CL ATechnology7.1K$2.0M1.9%Held
META META PLATFORMS INC-CLASS ATechnology2.9K$1.7M1.6%Held
MSFT MICROSOFT CORPTechnology4.4K$1.6M1.5%Held
NFLX NETFLIX INCServices media15.1K$1.5M1.4%Held
ANET ARISTA NETWORKS INCTechnology11.3K$1.4M1.3%Held
ASML ASML HOLDING NV-NY REG SHSIndustrials924$1.2M1.1%Held
WMT WALMART INCConsumer discretionary9.6K$1.2M1.1%Held
LMT LOCKHEED MARTIN CORPIndustrials2.0K$1.2M1.1%Held
CRML CRITICAL METALS CORPMaterials122.0K$968K0.9%Held
AXON AXON ENTERPRISE INCIndustrials2.2K$914K0.9%Held
ABTC AMERICAN BITCOIN CORP-AFinancials987.5K$913K0.9%Held
USAR USA RARE EARTH INCMaterials60.2K$911K0.9%Held
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials1.9K$891K0.8%Held
AI C3.AI INC-ATechnology99.8K$840K0.8%Held
GOOG ALPHABET INC-CL CTechnology2.7K$780K0.7%Held
AEE AMEREN CORPORATIONUtilities7.0K$769K0.7%Held
MLGO MICROALGO INCTechnology213.5K$743K0.7%Held
MP MP MATERIALS CORPMaterials15.1K$729K0.7%Held
ABT ABBOTT LABORATORIESHealthcare6.7K$691K0.6%Held
FTNT FORTINET INCTechnology8.4K$690K0.6%Held
ABBV ABBVIE INCHealthcare3.2K$689K0.6%Held
CME CME GROUP INCFinancials2.3K$685K0.6%Held
CAT CATERPILLAR INCIndustrials886$628K0.6%Held
ALZN ALZAMEND NEURO INCHealthcare566.7K$601K0.6%Held
MA MASTERCARD INC - AServices media1.1K$571K0.5%Held
UMAC UNUSUAL MACHINES INC /USTechnology42.6K$529K0.5%Held
CTAS CINTAS CORPOther3.1K$528K0.5%Held
PLTR PALANTIR TECHNOLOGIES INC-ATechnology3.4K$492K0.5%Held
INTC INTEL CORPTechnology10.9K$483K0.5%Held
AVGO BROADCOM INCTechnology1.5K$473K0.4%Held
DHI DR HORTON INCIndustrials3.4K$461K0.4%Held
AMD ADVANCED MICRO DEVICESTechnology2.2K$439K0.4%Held
CPRT COPART INCConsumer discretionary13.2K$438K0.4%Held
WBTN WEBTOON ENTERTAINMENT INCOther46.9K$431K0.4%Held
ONDS ONDAS INCTechnology45.6K$412K0.4%Held
GE GENERAL ELECTRICIndustrials1.3K$377K0.4%Held
PANW PALO ALTO NETWORKS INCTechnology2.1K$335K0.3%Held
CDLX CARDLYTICS INCTechnology295.7K$310K0.3%Held
WEC WEC ENERGY GROUP INCUtilities2.6K$300K0.3%Held
VUZI VUZIX CORPTechnology127.2K$294K0.3%Held
GEV GE VERNOVA INCIndustrials333$291K0.3%Held
NOW SERVICENOW INCTechnology2.6K$276K0.3%Held
AREC AMERICAN RESOURCES CORPMaterials108.6K$263K0.2%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRAug 25, 2026113$106.4M canonicalSEC ↗