Kingsbury Capital Investment Advisors LLC
All 13F Filings
- Location
- Evanston, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 105,985
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 107 | 105,985 | 13F-HR | Kingsbury Capital Investment Advisors LLC |
| Q2 2026 | 8/25/2026 | 121 | 118,196 | 13F-HR | Kingsbury Capital Investment Advisors LLC |
| Q1 2026 | 8/25/2026 | 113 | 106,427 | 13F-HR | Kingsbury Capital Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 82.93 K | 78.2% | 0 | 4.612 K | -4.612 K |
| ETFs | 22.61 K | 21.3% | 0 | 6.493 K | -6.493 K |
| Debt | 450 | 0.4% | 0 | 140 | -140 |
| Other | 0 | 0.0% | 0 | 963 | -963 |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
105,985
Holdings
107
QoQ value change ($000)
-12,211
(-10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.