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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 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 10,828 $314K 0.01% SOLD
42 DVN DEVON ENERGY CORP NEW Energy 8,379 $307K 0.01% SOLD
43 HELO J P MORGAN EXCHANGE TRADED F 4,610 $306K 0.01% SOLD
44 APPF APPFOLIO INC Technology 1,288 $300K 0.01% SOLD
45 JD JD.COM INC Consumer Cyclical 10,324 $296K 0.01% SOLD
46 ZTS ZOETIS INC Healthcare 2,211 $278K 0.01% SOLD
47 BLOCK INC 4,229 $275K 0.01% SOLD
48 MYMF SSGA ACTIVE TR 10,839 $270K 0.01% SOLD
49 SAP SAP SE Technology 1,063 $258K 0.01% SOLD
50 RDNT RADNET INC Healthcare 3,570 $255K 0.01% SOLD
51 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,007 $254K 0.01% SOLD
52 CLOZ SERIES PORTFOLIOS TR 9,500 $252K 0.01% SOLD
53 HRI HERC HLDGS INC Industrials 1,692 $251K 0.01% SOLD
54 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 857 $246K 0.01% SOLD
55 WBS WEBSTER FINL CORP Financial Services 3,912 $246K 0.01% SOLD
56 IT GARTNER INC Technology 953 $240K 0.01% SOLD
57 TEM TEMPUS AI INC Healthcare 4,057 $240K 0.01% SOLD
58 SJM SMUCKER J M CO Consumer Defensive 2,405 $235K 0.01% SOLD
59 ACM AECOM Industrials 2,431 $232K 0.01% SOLD
60 EWZ ISHARES INC 7,206 $229K 0.01% SOLD
Page 3 of 5  ·  87 positions
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%