Kingsbury Capital Investment Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists 107 total holdings, with a reported aggregate value of approximately $10,598,470.
The portfolio is managed by William Vellon, who serves as CEO and Chief Compliance Officer for the firm based in Evanston, Illinois. The report was signed on October 19, 2026.
Among the largest positions disclosed in the filing are:
- Illinois Tool Works Inc. (ITW): 13,106,615 shares valued at approximately $13.1 million.
- Offerpad Solutions Inc.: 2,362,356 shares valued at approximately $724,649.
- Laser Photonics Corp.: 264,537 shares valued at approximately $310,490.
- LoanDepot Inc.: 348,736 shares valued at approximately $590,178.
- United States Antimony Corp.: 158,333 shares valued at approximately $37,969.
The filing also includes significant investments in technology and defense sectors, with holdings in companies such as Apple Inc., Microsoft Corporation, NVIDIA Corporation, Palantir Technologies Inc., and Lockheed Martin Corp. Additionally, the portfolio includes various exchange-traded funds, including SPDR Series Trust funds tracking the S&P 500, the Nasdaq Composite, and the Health Care Select Sector SPDR Fund.
