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Portfolio (Quarterly) Guide ↗

BLB&B Advisors, LLC

· CIK 0001389059
13F Portfolio $2.7B AUM 402 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 286 New
Page 9 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OEF ISHARES TR 1,852.0 $678K 0.03% NEW $365.87 +4.0%
162 SPSB SPDR SERIES TRUST 22,079.0 $663K 0.02% NEW $30.01 -0.1%
163 BLK BLACKROCK INC Financial Services 674.0 $648K 0.02% NEW $961.52 +22.5%
164 XJH ISHARES TR 12,382.0 $646K 0.02% NEW $52.15 -0.7%
165 IWF ISHARES TR 5,176.0 $643K 0.02% NEW $124.17 -0.4%
166 CEG CONSTELLATION ENERGY CORP Utilities 2,587.0 $643K 0.02% NEW $248.37 +12.8%
167 SPIB SPDR SERIES TRUST 18,806.0 $629K 0.02% NEW $33.46 -0.7%
168 SCHA SCHWAB STRATEGIC TR 17,410.0 $629K 0.02% NEW $36.13 -4.0%
169 COP CONOCOPHILLIPS Energy 6,000.0 $624K 0.02% NEW $103.97 +23.2%
170 CORP PIMCO ETF TR 6,213.0 $602K 0.02% NEW $96.91 -1.5%
171 CI THE CIGNA GROUP Healthcare 2,175.0 $600K 0.02% NEW $275.68 +1.3%
172 PPL PPL CORP Utilities 16,411.0 $597K 0.02% NEW $36.35 -5.0%
173 SLV ISHARES SILVER TR Financial Services 11,131.0 $595K 0.02% NEW $53.47 +16.2%
174 VBR VANGUARD INDEX FDS 2,421.0 $588K 0.02% NEW $242.96 +2.1%
175 ETN EATON CORP PLC Industrials 1,359.0 $579K 0.02% NEW $426.12 -1.2%
176 BK BANK OF NY MELLON CORP Financial Services 3,985.0 $576K 0.02% NEW $144.61 -1.9%
177 RTX RTX CORPORATION Industrials 3,035.0 $576K 0.02% NEW $189.73 +11.1%
178 PPG PPG INDS INC Basic Materials 4,575.0 $555K 0.02% NEW $121.30 -6.2%
179 ZTS ZOETIS INC Healthcare 7,591.0 $545K 0.02% NEW $71.86 +5.0%
180 ESGE ISHARES INC 9,939.0 $544K 0.02% NEW $54.69 -0.8%
Page 9 of 15  ·  286 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.9%
Financial Services 22.5%
Healthcare 7.7%
Consumer Cyclical 7.0%
Industrials 6.9%
Communication Services 6.7%
Utilities 4.8%
Consumer Defensive 4.3%
Energy 3.5%
Real Estate 2.5%