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Latest CARL STUART INVESTMENT ADVISOR, INC Stock Portfolio

CARL STUART INVESTMENT ADVISOR, INC Performance:
2025 Q4: 5.52%YTD: 28.32%2024: 19.43%
Performance for 2025 Q4 is 5.52%, and YTD is 28.32%, and 2024 is 19.43%.

About CARL STUART INVESTMENT ADVISOR, INC and 13F Hedge Fund Stock Holdings

CARL STUART INVESTMENT ADVISOR, INC is a hedge fund based in Austin, TX. On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, CARL STUART INVESTMENT ADVISOR, INC reported an equity portfolio of $110.8 Millions as of 31 Dec, 2025.

The top stock holdings of CARL STUART INVESTMENT ADVISOR, INC are IAU, VXUS, VB. The fund has invested 41.1% of it's portfolio in ISHARES GOLD TR and 25.3% of portfolio in VANGUARD STAR FDS.

The fund managers got completely rid off META PLATFORMS INC (META) stocks. They significantly reduced their stock positions in RAYMOND JAMES FINL INC (RJF), ISHARES GOLD TR (IAU) and VANGUARD INDEX FDS (VB). CARL STUART INVESTMENT ADVISOR, INC opened new stock positions in ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES GOLD TR (IAUM), EXXON MOBIL CORP (XOM) and VANGUARD STAR FDS (VXUS).

CARL STUART INVESTMENT ADVISOR, INC Annual Return Estimates Vs S&P 500

Our best estimate is that CARL STUART INVESTMENT ADVISOR, INC made a return of 5.52% in the last quarter. In trailing 12 months, it's portfolio return was 28.32%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
advanced micro devices inc211,590
New stocks bought by CARL STUART INVESTMENT ADVISOR, INC

Additions

Ticker% Inc.
ishares gold tr66.36
exxon mobil corp7.48
vanguard star fds5.04
vanguard intl equity index f1.72
Additions to existing portfolio by CARL STUART INVESTMENT ADVISOR, INC

Reductions

Ticker% Reduced
raymond james finl inc-32.87
ishares gold tr-3.98
vanguard index fds-1.07
vanguard index fds-0.31
CARL STUART INVESTMENT ADVISOR, INC reduced stake in above stock

Sold off

Ticker$ Sold
meta platforms inc-200,945
CARL STUART INVESTMENT ADVISOR, INC got rid off the above stocks

Sector Distribution

CARL STUART INVESTMENT ADVISOR, INC has about 93.6% of it's holdings in Others sector.

Sector%
Others93.6
Financial Services2.8
Energy1.4
Technology1.1

Market Cap. Distribution

CARL STUART INVESTMENT ADVISOR, INC has about 6.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED93.6
MEGA-CAP3.3
LARGE-CAP3.1

Stocks belong to which Index?

About 6.4% of the stocks held by CARL STUART INVESTMENT ADVISOR, INC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others93.6
S&P 5006.4
Top 5 Winners (%)%
JNJ
johnson & johnson
11.6 %
GLD
spdr gold tr
11.5 %
IAU
ishares gold tr
11.3 %
RTX
rtx corporation
9.6 %
IAUM
ishares gold tr
9.1 %
Top 5 Winners ($)$
IAU
ishares gold tr
4.8 M
VXUS
vanguard star fds
0.7 M
VB
vanguard index fds
0.6 M
XOM
exxon mobil corp
0.1 M
IAUM
ishares gold tr
0.1 M
Top 5 Losers (%)%
ADP
automatic data processing in
-12.4 %
MSFT
microsoft corp
-6.6 %
RJF
raymond james finl inc
-5.8 %
VB
vanguard index fds
-5.0 %
Top 5 Losers ($)$
RJF
raymond james finl inc
-0.3 M
VB
vanguard index fds
-0.1 M
MSFT
microsoft corp
-0.1 M
ADP
automatic data processing in
-0.1 M

CARL STUART INVESTMENT ADVISOR, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CARL STUART INVESTMENT ADVISOR, INC

CARL STUART INVESTMENT ADVISOR, INC has 17 stocks in it's portfolio. About 98.3% of the portfolio is in top 10 stocks. RJF proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for CARL STUART INVESTMENT ADVISOR, INC last quarter.

Last Reported on: 13 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions