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Portfolio (Quarterly) Guide ↗

MMA ASSET MANAGEMENT LLC

· CIK 0001842667
13F Portfolio $284M AUM 179 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 76 Added 47 Reduced 21 Exited
Page 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AGG ISHARES TR 7,012.0 $696K 0.24% +836.0 +13.5% $99.26 +0.1%
42 TSLA TESLA INC Consumer Cyclical 1,748.0 $650K 0.23% +20.0 +1.2% $371.75 +2.1%
43 XLP SELECT SECTOR SPDR TR 7,756.0 $636K 0.22% +78.0 +1.0% $81.97 +3.3%
44 CMBS ISHARES TR 12,846.0 $626K 0.22% +2K +17.6% $48.73 -0.0%
45 PJAN INNOVATOR ETFS TRUST 13,483.0 $622K 0.22% +8K +150.0% $46.13 +6.2%
46 EDIV SPDR INDEX SHS FDS 15,537.0 $613K 0.22% +2K +17.3% $39.48 +2.7%
47 CAT CATERPILLAR INC Industrials 853.0 $604K 0.21% +489.0 +134.3% $708.46 +40.8%
48 C CITIGROUP INC Financial Services 5,157.0 $585K 0.21% +2K +57.6% $113.41 +25.0%
49 LLY ELI LILLY & CO Healthcare 629.0 $579K 0.20% +4.0 +0.6% $919.77 +31.4%
50 BAC BANK AMERICA CORP Financial Services 11,396.0 $556K 0.20% +484.0 +4.4% $48.75 +18.7%
51 AVGO BROADCOM INC Technology 1,765.0 $546K 0.19% +144.0 +8.9% $309.51 +17.9%
52 VZ VERIZON COMMUNICATIONS INC Communication Services 10,478.0 $526K 0.18% +4K +72.0% $50.20 -7.3%
53 T AT&T INC Communication Services 17,213.0 $499K 0.18% +770.0 +4.7% $28.99 -21.6%
54 PEP PEPSICO INC Consumer Defensive 3,148.0 $489K 0.17% +201.0 +6.8% $155.29 -9.0%
55 VWO VANGUARD INTL EQUITY INDEX F 8,771.0 $474K 0.17% +1K +14.4% $54.05 +8.4%
56 PFEB INNOVATOR ETFS TRUST 11,804.0 $473K 0.17% +2K +16.3% $40.10 +6.4%
57 SPSM SPDR SERIES TRUST 9,370.0 $453K 0.16% +2K +21.8% $48.32 +18.6%
58 CRM SALESFORCE INC Technology 2,387.0 $446K 0.16% +28.0 +1.2% $186.67 -15.2%
59 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,284.0 $443K 0.16% +28.0 +2.2% $345.15 -15.6%
60 QDPL PACER FDS TR 10,667.0 $428K 0.15% +2K +17.2% $40.14 +11.4%
Page 3 of 4  ·  76 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 24.8%
Financial Services 24.4%
Communication Services 9.8%
Healthcare 8.7%
Consumer Cyclical 8.5%
Industrials 6.8%
Consumer Defensive 6.1%
Energy 4.5%
Utilities 2.8%
Basic Materials 2.7%