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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 8 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HPE HEWLETT PACKARD ENTERPRISE C Technology 14,350.0 $345K 0.12% NEW $24.02 +82.0%
142 AIG AMERICAN INTL GROUP INC Financial Services 4,025.0 $344K 0.12% NEW $85.55 -11.7%
143 SCCO SOUTHERN COPPER CORP Basic Materials 2,354.0 $338K 0.12% NEW $143.47 +19.4%
144 IYW ISHARES TR 1,680.0 $335K 0.12% NEW $199.68 +20.0%
145 HST HOST HOTELS & RESORTS INC Real Estate 18,765.0 $333K 0.12% NEW $17.73 +41.3%
146 SPYV SPDR SERIES TRUST 5,741.0 $326K 0.12% NEW $56.81 +6.7%
147 OZK BANK OZK LITTLE ROCK ARK Financial Services 7,083.0 $326K 0.12% NEW $46.02 +13.2%
148 DVN DEVON ENERGY CORP NEW Energy 8,772.0 $321K 0.12% NEW $36.63 +15.2%
149 PSK SPDR SERIES TRUST 9,912.0 $314K 0.11% NEW $31.69 -3.8%
150 IBM INTERNATIONAL BUSINESS MACHS Technology 1,057.0 $313K 0.11% NEW $296.32 -8.3%
151 IEF ISHARES TR 3,189.0 $307K 0.11% NEW $96.15 -1.2%
152 NOCT INNOVATOR ETFS TRUST 5,293.0 $307K 0.11% NEW $57.92 +6.7%
153 MRK MERCK & CO INC Healthcare 2,884.0 $304K 0.11% NEW $105.26 +22.0%
154 YEAR AB ACTIVE ETFS INC 5,987.0 $302K 0.11% NEW $50.48 -0.3%
155 IJK ISHARES TR 3,111.0 $301K 0.11% NEW $96.88 +19.1%
156 HYG ISHARES TR 3,718.0 $300K 0.11% NEW $80.63 -1.0%
157 EVTR MORGAN STANLEY ETF TRUST 5,815.0 $299K 0.11% NEW $51.50 -0.8%
158 INTU INTUIT Technology 441.0 $292K 0.10% NEW $662.42 -59.6%
159 V VISA INC Financial Services 820.0 $288K 0.10% NEW $350.61 -4.1%
160 SPDW SPDR INDEX SHS FDS 6,443.0 $286K 0.10% NEW $44.41 +12.3%
Page 8 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%