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Portfolio (Quarterly) Guide ↗

Mutual Advisors, LLC

· CIK 0001694080
13F Portfolio $4.7B AUM 1,353 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 122 New 536 Added 468 Reduced 87 Exited
Page 1 of 27  ·  536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 400,629.0 $260.5M 5.58% +6K +1.4% $650.34 +13.7%
2 IEF ISHARES TR 2,169,821.0 $207.1M 4.44% +60K +2.9% $95.44 -2.0%
3 SGOV ISHARES TR 1,022,493.0 $102.9M 2.21% +14K +1.3% $100.66 -0.1%
4 BERKSHIRE HATHAWAY INC DEL 214,305.0 $102.7M 2.20% +4K +1.7% $479.20
5 MSFT MICROSOFT CORP Technology 241,144.0 $89.3M 1.91% +18K +7.9% $370.17 +10.6%
6 VOO VANGUARD INDEX FDS 107,272.0 $64.1M 1.37% +13K +13.6% $597.55 +13.7%
7 LLY ELI LILLY & CO Healthcare 68,302.0 $62.8M 1.35% +2K +3.8% $919.78 +9.5%
8 VEA VANGUARD TAX-MANAGED FDS 830,644.0 $53.2M 1.14% +49K +6.2% $64.08 +7.8%
9 AMZN AMAZON COM INC Consumer Cyclical 225,018.0 $46.9M 1.00% +5K +2.3% $208.27 +26.8%
10 QQQ INVESCO QQQ TR Financial Services 78,030.0 $45.0M 0.96% +9K +13.7% $577.18 +22.8%
11 GOOG ALPHABET INC Communication Services 131,634.0 $37.8M 0.81% +1K +1.1% $286.86 +38.5%
12 VWO VANGUARD INTL EQUITY INDEX F 601,281.0 $32.5M 0.70% +34K +6.0% $54.05 +8.1%
13 PYLD PIMCO ETF TR 1,208,360.0 $31.7M 0.68% +613K +103.1% $26.20 +0.1%
14 META META PLATFORMS INC Communication Services 53,625.0 $30.7M 0.66% +2K +4.6% $572.13 +8.1%
15 PJAN INNOVATOR ETFS TRUST 577,520.0 $26.6M 0.57% +158K +37.7% $46.13 +6.2%
16 AGG ISHARES TR 263,176.0 $26.1M 0.56% +9K +3.7% $99.27 -1.3%
17 NJAN INNOVATOR ETFS TRUST 484,461.0 $25.9M 0.55% +153K +46.0% $53.37 +9.1%
18 VTV VANGUARD INDEX FDS 128,253.0 $25.2M 0.54% +3K +2.0% $196.20 +5.3%
19 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 23,827.0 $23.7M 0.51% +4K +18.4% $996.42 +4.5%
20 AVGO BROADCOM INC Technology 72,222.0 $22.4M 0.48% +2K +3.3% $309.51 +37.4%
Page 1 of 27  ·  536 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
Financial Services 28.8%
Technology 25.5%
Healthcare 8.0%
Communication Services 7.7%
Consumer Cyclical 6.9%
Industrials 6.8%
Energy 5.5%
Consumer Defensive 5.4%
Real Estate 2.6%
Utilities 1.8%