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Portfolio (Quarterly) Guide ↗

MMA ASSET MANAGEMENT LLC

· CIK 0001842667
13F Portfolio $281M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 182 New
Page 2 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 7,445.0 $3.6M 1.28% NEW $483.61 -22.9%
22 EWP ISHARES INC 65,243.0 $3.5M 1.25% NEW $53.91 +8.8%
23 EWG ISHARES INC 82,000.0 $3.5M 1.24% NEW $42.50 -4.4%
24 FLCH FRANKLIN TEMPLETON ETF TR 127,272.0 $3.0M 1.08% NEW $23.80 -14.8%
25 VOE VANGUARD INDEX FDS 16,844.0 $3.0M 1.06% NEW $177.37 +12.2%
26 XLK SELECT SECTOR SPDR TR 19,952.0 $2.9M 1.02% NEW $143.97 +25.6%
27 AAPL APPLE INC Technology 10,545.0 $2.9M 1.02% NEW $271.85 +4.4%
28 IAGG ISHARES TR 54,461.0 $2.7M 0.97% NEW $50.01 +1.2%
29 NVDA NVIDIA CORPORATION Technology 14,464.0 $2.7M 0.96% NEW $186.50 +3.2%
30 BSV VANGUARD BD INDEX FDS 30,694.0 $2.4M 0.86% NEW $78.81 -1.0%
31 FLBR FRANKLIN TEMPLETON ETF TR 119,064.0 $2.3M 0.81% NEW $19.05 +13.3%
32 IWF ISHARES TR 4,779.0 $2.3M 0.81% NEW $473.30 -74.8%
33 IEFA ISHARES TR 24,324.0 $2.2M 0.78% NEW $89.46 +6.7%
34 SPMD SPDR SERIES TRUST 36,219.0 $2.1M 0.75% NEW $57.91 +15.3%
35 AMZN AMAZON COM INC Consumer Cyclical 8,931.0 $2.1M 0.73% NEW $230.82 +0.8%
36 GOOG ALPHABET INC Communication Services 6,448.0 $2.0M 0.72% NEW $313.80 +6.7%
37 SCYB SCHWAB STRATEGIC TR 75,441.0 $2.0M 0.71% NEW $26.42 -1.0%
38 EWW ISHARES INC 23,546.0 $1.6M 0.58% NEW $69.33 +8.7%
39 IWD ISHARES TR 7,665.0 $1.6M 0.57% NEW $210.34 +15.4%
40 VEA VANGUARD TAX-MANAGED FDS 25,175.0 $1.6M 0.56% NEW $62.47 +12.9%
Page 2 of 10  ·  182 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 29.1%
Financial Services 27.7%
Communication Services 9.9%
Consumer Cyclical 9.4%
Healthcare 8.3%
Industrials 4.7%
Consumer Defensive 4.2%
Energy 2.5%
Basic Materials 1.9%
Utilities 1.7%