Pillar Financial Advisors, LLC reported 35 positions worth $2.20M for the quarter ended Sep 30, 2026, up 29.1% on the prior quarter. It opened 9 new positions, added to 1, trimmed 0 and exited 3. Its largest holding is Ishares Gold Trust at 20.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ABBV AbbVie Inc. | +598 | +99.7% | $156.43K | 14.24% |
| CAT Caterpillar Inc | +143 | – | $115.94K | 5.27% |
| BP Bp Plc | +1,651 | – | $72.63K | 3.3% |
| CNS Cohen & Steers, Inc. | +984 | – | $71.94K | 3.27% |
| HON Honeywell International Inc | +202 | – | $42.61K | 1.94% |
| RVTY Revvity, Inc. | +187 | – | $28.59K | 1.3% |
| OXY Occidental Petroleum Corp | +146 | – | $8.08K | 0.367% |
| SOLS Solstice Advanced Materials Inc. | +99 | – | $5.58K | 0.253% |
| GTX Garrett Motion Inc. | +72 | – | $1.88K | 0.085% |
| UIS Unisys Corp | +10 | – | $24.00 | <0.01% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CAT Caterpillar Inc | +143 | $115.94K | 5.27% |
| BP Bp Plc | +1,651 | $72.63K | 3.3% |
| CNS Cohen & Steers, Inc. | +984 | $71.94K | 3.27% |
| HON Honeywell International Inc | +202 | $42.61K | 1.94% |
| RVTY Revvity, Inc. | +187 | $28.59K | 1.3% |
| OXY Occidental Petroleum Corp | +146 | $8.08K | 0.367% |
| SOLS Solstice Advanced Materials Inc. | +99 | $5.58K | 0.253% |
| GTX Garrett Motion Inc. | +72 | $1.88K | 0.085% |
| UIS Unisys Corp | +10 | $24.00 | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU Ishares Gold Trust | Others | 5,670 | $442.83K | 20.12% | 0 | 0.0% | Unchanged | 0% |
| 2 | RBCAA Republic Bancorp Inc | Financial Services | 3,944 | $361.67K | 16.43% | 0 | 0.0% | Unchanged | 0.02% |
| 3 | ABBV AbbVie Inc. | Healthcare | 1,198 | $313.39K | 14.24% | +598 | +99.7% | Added | 0% |
| 4 | SYBT Stock Yards Bancorp, Inc. | Financial Services | 1,575 | $121.42K | 5.52% | 0 | 0.0% | Unchanged | 0.01% |
| 5 | CAT Caterpillar Inc | Industrials | 143 | $115.94K | 5.27% | +143 | – | New | 0% |
| 6 | AAPL Apple Inc. | Technology | 322 | $107.23K | 4.87% | 0 | 0.0% | Unchanged | 0% |
| 7 | AEE Ameren Corp | Utilities | 1,041 | $103.46K | 4.7% | 0 | 0.0% | Unchanged | 0% |
| 8 | WPC W. P. Carey Inc. | Real Estate | 1,489 | $96.24K | 4.37% | 0 | 0.0% | Unchanged | 0% |
| 9 | BP Bp Plc | Energy | 1,651 | $72.63K | 3.3% | +1,651 | – | New | 0% |
| 10 | CNS Cohen & Steers, Inc. | Financial Services | 984 | $71.94K | 3.27% | +984 | – | New | 0% |
| 11 | O Realty Income Corp | Real Estate | 1,000 | $54.30K | 2.47% | 0 | 0.0% | Unchanged | 0% |
| 12 | CVS CVS HEALTH Corp | Healthcare | 500 | $42.85K | 1.95% | 0 | 0.0% | Unchanged | 0% |
| 13 | HON Honeywell International Inc | Industrials | 202 | $42.61K | 1.94% | +202 | – | New | 0% |
| 14 | KMI Kinder Morgan, Inc. | Energy | 1,400 | $42.21K | 1.92% | 0 | 0.0% | Unchanged | 0% |
| 15 | TMO Thermo Fisher Scientific Inc. | Healthcare | 55 | $37.13K | 1.69% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Pillar Financial Advisors.
As of its Q3 2026 13F filing, Pillar Financial Advisors, LLC’s five largest positions were Ishares Gold Trust (IAU) at 20.1%, Republic Bancorp Inc (RBCAA) at 16.4%, AbbVie Inc. (ABBV) at 14.2%, Stock Yards Bancorp, Inc. (SYBT) at 5.5%, Caterpillar Inc (CAT) at 5.3% of the reported portfolio.
Pillar Financial Advisors, LLC reported a 13F portfolio worth $2.20M across 35 positions for Q3 2026. That is up 29.1% from the previous quarter.
Its largest purchases by value were AbbVie Inc. ($156.43K), Caterpillar Inc ($115.94K), Bp Plc ($72.63K). It opened 9 new positions.
Its largest sales by value were Brown Forman Corp ($667.00), Asana, Inc. ($294.00), Flex LNG Ltd. ($65.00). It exited 3 positions entirely.
From the Form 13F-HR reports Pillar Financial Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.