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CARL STUART INVESTMENT ADVISOR, INC 13F portfolio summary

CARL STUART INVESTMENT ADVISOR, INC of CARL STUART INVESTMENT ADVISOR, INC has 27 current stock holdings with a reported portfolio value of $228.9M. The portfolio 1 year return is +25.61%. Top holdings include VTI (47.35%), IAU (20.37%), VXUS (12.67%), VOO (10.71%), BRK-B (1.27%).

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CARL STUART INVESTMENT ADVISOR, INC

CARL STUART INVESTMENT ADVISOR, INC
Latest filing: 2026-03-31

CARL STUART INVESTMENT ADVISOR, INC runs CARL STUART INVESTMENT ADVISOR, INC and currently holds 27 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $228.91M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CARL STUART INVESTMENT ADVISOR, INC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CARL STUART INVESTMENT ADVISOR, INC's portfolio at CARL STUART INVESTMENT ADVISOR, INC has delivered returns of +25.61%. Their 3-year annualized return is +70.87%. Looking at the 5-year horizon, CARL STUART INVESTMENT ADVISOR, INC has achieved +76.21% annualized returns at CARL STUART INVESTMENT ADVISOR, INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.61%
#0/1000
3 Year
+70.87%
#0/1000
5 Year
+76.21%
#0/1000

Portfolio Value

$228.91M

Alpha Score

57.2

#0 of 1000

Holdings

27

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change