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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 16 of 24  ·  468 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 METALLUS INC 32,119.0 $525K 0.01% -34K -51.4% $16.34
302 ITT ITT INC Industrials 2,727.0 $520K 0.01% -143.0 -5.0% $190.51 +2.2%
303 CACI CACI INTL INC Technology 954.0 $519K 0.01% -162.0 -14.5% $543.87 -8.9%
304 ONEQ FIDELITY COMWLTH TR 6,013.0 $511K 0.01% -870.0 -12.6% $84.91 +20.8%
305 SOUTH BOW CORP 15,276.0 $509K 0.01% -2K -10.5% $33.32
306 IYJ ISHARES TR 3,411.0 $503K 0.01% -646.0 -15.9% $147.53 +4.6%
307 NVT NVENT ELEC PLC Industrials 4,249.0 $503K 0.01% -246.0 -5.5% $118.27 +36.9%
308 VTWO VANGUARD SCOTTSDALE FDS 4,985.0 $499K 0.01% -94.0 -1.9% $100.18 +11.2%
309 USRT ISHARES TR 8,384.0 $496K 0.01% -421.0 -4.8% $59.19 +8.4%
310 MCO MOODYS CORP Financial Services 1,130.0 $493K 0.01% -310.0 -21.5% $436.32 +0.7%
311 IBB ISHARES TR 2,906.0 $491K 0.01% -6K -68.8% $168.86 -2.7%
312 BDX BECTON DICKINSON & CO Healthcare 3,083.0 $485K 0.01% -339.0 -9.9% $157.23 -9.1%
313 CANQ CALAMOS ETF TR 17,376.0 $484K 0.01% -293K -94.4% $27.86 +10.0%
314 SWK STANLEY BLACK & DECKER INC Industrials 6,811.0 $484K 0.01% -1K -17.4% $71.06 +5.8%
315 ADI ANALOG DEVICES INC Technology 1,513.0 $481K 0.01% -238.0 -13.6% $318.05 +32.2%
316 PALL ABRDN PALLADIUM ETF TRUST Financial Services 3,571.0 $481K 0.01% -2K -32.5% $134.71 -81.0%
317 SCHR SCHWAB STRATEGIC TR 19,302.0 $481K 0.01% -110.0 -0.6% $24.91 -1.5%
318 CAMBRIA ETF TR 13,422.0 $480K 0.01% -708.0 -5.0% $35.77
319 IBDT ISHARES TR 18,948.0 $480K 0.01% -2K -9.1% $25.33 -0.5%
320 MAIN MAIN STR CAP CORP Financial Services 9,033.0 $478K 0.01% -2K -19.1% $52.96 -3.4%
Page 16 of 24  ·  468 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%