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Portfolio (Quarterly) Guide ↗

MRA Advisory Group

· CIK 0001841816
13F Portfolio $276M AUM 159 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 50 New 55 Added 45 Reduced 26 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GL GLOBE LIFE INC Financial Services 2,311.0 $413K 0.15% NEW $178.71 -2.5%
22 TXN TEXAS INSTRS INC Technology 1,370.0 $408K 0.15% NEW $298.07 -13.3%
23 AMD ADVANCED MICRO DEVICES INC Technology 660.0 $383K 0.14% NEW $580.91 -17.8%
24 VSEC VSE CORP Industrials 1,588.0 $363K 0.13% NEW $228.46 -10.7%
25 IBD NORTHERN LTS FD TR IV 14,727.0 $350K 0.13% NEW $23.77 -1.1%
26 WTAI WISDOMTREE TR 6,709.0 $318K 0.12% NEW $47.47 -11.6%
27 PEP PEPSICO INC Consumer Defensive 2,305.0 $312K 0.11% NEW $135.37 +1.7%
28 FIVE FIVE BELOW INC Consumer Cyclical 1,679.0 $302K 0.11% NEW $179.79 +40.3%
29 AXON CALL AXON ENTERPRISE INC Industrials 500.0 $280K 0.10% NEW $560.61 -8.0%
30 LRCX LAM RESEARCH CORP Technology 639.0 $277K 0.10% NEW $433.33 -29.0%
31 FLKR FRANKLIN TEMPLETON ETF TR 4,122.0 $272K 0.10% NEW $66.08 -6.0%
32 GLW CORNING INC Technology 1,059.0 $270K 0.10% NEW $255.43 -39.6%
33 BIBL NORTHERN LTS FD TR IV 4,161.0 $241K 0.09% NEW $57.88 -4.4%
34 IJR ISHARES TR 1,613.0 $239K 0.09% NEW $148.31 -2.0%
35 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 325.0 $229K 0.08% NEW $703.34 -1.7%
36 FXL FIRST TR EXCHANGE-TRADED FD 1,043.0 $227K 0.08% NEW $217.22 -0.9%
37 RTX CORPORATION 1,189.0 $226K 0.08% NEW $189.73
38 PAYX PAYCHEX INC Industrials 2,248.0 $221K 0.08% NEW $98.31 +23.8%
39 USMV ISHARES TR 2,289.0 $221K 0.08% NEW $96.45 +4.5%
40 VLO VALERO ENERGY CORP Energy 819.0 $213K 0.08% NEW $260.55 +42.3%
Page 2 of 3  ·  50 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 29.8%
Industrials 15.2%
Financial Services 15.0%
Healthcare 12.5%
Consumer Cyclical 8.5%
Consumer Defensive 7.6%
Communication Services 4.0%
Energy 4.0%
Utilities 3.2%
Real Estate 0.2%