CARL STUART INVESTMENT ADVISOR, INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 55K | $1.06M |
 | RJF | 19K | $2.77M |
 | XOM | 13K | $2.20M |
 | AMZN | 7K | $1.41M |
 | BRK-B | 6K | $2.90M |
 | MSFT | 3K | $974.14K |
 | GILD | 2K | $278.74K |
 | RTX | 2K | $294.75K |
 | JNJ | 2K | $368.13K |
 | ADP | 1K | $298.27K |
 | CVX | 1K | $211.66K |
 | AAPL | 1K | $256.09K |
 | AMD | 988 | $200.99K |
Energy Transfer LP
ET
Shares Held
55K
Value
$1.06M
Raymond James Financial, Inc.
RJF
Shares Held
19K
Value
$2.77M
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$2.20M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.41M
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.90M
Microsoft Corporation
MSFT
Shares Held
3K
Value
$974.14K
Gilead Sciences, Inc.
GILD
Shares Held
2K
Value
$278.74K
RTX Corporation
RTX
Shares Held
2K
Value
$294.75K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$368.13K
Automatic Data Processing, Inc.
ADP
Shares Held
1K
Value
$298.27K
Chevron Corporation
CVX
Shares Held
1K
Value
$211.66K
Apple Inc.
AAPL
Shares Held
1K
Value
$256.09K
Advanced Micro Devices, Inc.
AMD
Shares Held
988
Value
$200.99K