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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 3 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 9,706.0 $1.6M 0.58% +8K +417.1% $165.77 +25.8%
42 HD HOME DEPOT INC Consumer Cyclical 4,412.0 $1.6M 0.56% +3K +274.5% $352.64 -9.0%
43 KO COCA COLA CO Consumer Defensive 18,980.0 $1.5M 0.56% +15K +380.8% $81.27 +8.4%
44 AMGN AMGEN INC Healthcare 4,256.0 $1.5M 0.56% +3K +432.0% $362.16 +20.7%
45 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 5,405.0 $1.5M 0.53% NEW $271.95 -37.3%
46 DOCN DIGITALOCEAN HLDGS INC Technology 9,297.0 $1.5M 0.53% NEW $157.03 -28.4%
47 CAT CATERPILLAR INC Industrials 1,322.0 $1.4M 0.51% -234.0 -15.0% $1064.73 -23.6%
48 BMY BRISTOL-MYERS SQUIBB CO Healthcare 23,652.0 $1.4M 0.49% NEW $57.62 +16.0%
49 C CITIGROUP INC Financial Services 9,580.0 $1.3M 0.49% NEW $139.95 -1.6%
50 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,668.0 $1.2M 0.45% -713.0 -29.9% $746.77 +3.1%
51 GE GE AEROSPACE Industrials 3,292.0 $1.2M 0.45% +2K +105.6% $373.74 -9.8%
52 MOD MODINE MFG CO Consumer Cyclical 4,322.0 $1.2M 0.42% -1K -24.9% $266.99 -27.1%
53 CACI CACI INTL INC Technology 2,446.0 $1.1M 0.41% NEW $463.30 +34.6%
54 AXON AXON ENTERPRISE INC Industrials 2,006.0 $1.1M 0.41% -1K -39.3% $560.61 -8.0%
55 COP CONOCOPHILLIPS Energy 10,672.0 $1.1M 0.40% NEW $103.96 +29.1%
56 GEV GE VERNOVA INC Utilities 878.0 $1.0M 0.37% NEW $1175.47 -19.9%
57 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 12,550.0 $1.0M 0.37% $81.16 -9.2%
58 UNH UNITEDHEALTH GROUP INC Healthcare 2,421.0 $1.0M 0.36% -385.0 -13.7% $415.63 -4.4%
59 JPM JPMORGAN CHASE & CO Financial Services 2,951.0 $966K 0.35% -3K -46.8% $327.31 +9.6%
60 JEPI J P MORGAN EXCHANGE TRADED F 16,313.0 $921K 0.33% +407.0 +2.6% $56.48 +1.3%
Page 3 of 8  ·  159 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%