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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 23 of 24  ·  468 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 KNSL KINSALE CAP GROUP INC Financial Services 693.0 $237K 0.01% -190.0 -21.5% $341.75 -11.1%
442 FDVV FIDELITY COVINGTON TRUST 4,280.0 $236K 0.01% -2K -34.4% $55.24 +7.3%
443 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,278.0 $233K 0.01% -103.0 -7.5% $182.32 -4.8%
444 GWRE GUIDEWIRE SOFTWARE INC Technology 1,552.0 $232K 0.01% -15.0 -1.0% $149.56 -17.3%
445 RACE FERRARI N V Consumer Cyclical 681.0 $231K 0.01% -34.0 -4.8% $338.47 -1.9%
446 RING ISHARES INC 2,862.0 $226K 0.01% -5K -63.7% $78.98 -3.7%
447 FPEI FIRST TR EXCH TRADED FD III 11,750.0 $223K 0.01% -746.0 -6.0% $19.00 +1.2%
448 EA ELECTRONIC ARTS INC Communication Services 1,080.0 $220K 0.01% -37.0 -3.3% $203.87 -1.5%
449 NDSN NORDSON CORP Industrials 820.0 $218K 0.01% -19.0 -2.3% $266.00 +5.4%
450 VWOB VANGUARD WHITEHALL FDS 3,309.0 $217K 0.01% -159.0 -4.6% $65.69 +0.7%
451 ROL ROLLINS INC Consumer Cyclical 4,010.0 $214K 0.01% -78.0 -1.9% $53.41 +0.0%
452 PTNQ PACER FDS TR 2,895.0 $211K 0.01% -181.0 -5.9% $72.96 +17.1%
453 TEL TE CONNECTIVITY PLC Technology 1,003.0 $210K 0.00% -118.0 -10.5% $209.11 -1.2%
454 ACGL ARCH CAP GROUP LTD Financial Services 2,182.0 $209K 0.00% -36.0 -1.6% $95.99 -2.1%
455 MGC VANGUARD WORLD FD 880.0 $208K 0.00% -142.0 -13.9% $236.39 +15.1%
456 IQDG WISDOMTREE TR 5,177.0 $208K 0.00% -882.0 -14.6% $40.14 +3.7%
457 GRAL GRAIL INC Healthcare 4,000.0 $207K 0.00% -25K -86.3% $51.68 +19.6%
458 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,186.0 $205K 0.00% -2K -45.0% $93.87 +96.4%
459 IBHG ISHARES TR 9,149.0 $202K 0.00% -317K -97.2% $22.13 -0.2%
460 CAG CONAGRA BRANDS INC Consumer Defensive 12,702.0 $200K 0.00% -325.0 -2.5% $15.72 -14.6%
Page 23 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%