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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 9 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VONE VANGUARD SCOTTSDALE FDS 900.0 $266K 0.09% $295.12 +12.1%
162 IJJ ISHARES TR 1,998.0 $265K 0.09% +364.0 +22.3% $132.50 +11.4%
163 QYLD GLOBAL X FDS 15,278.0 $262K 0.09% +3K +23.1% $17.15 +4.1%
164 VGT VANGUARD WORLD FD 369.0 $257K 0.09% $697.44 -83.7%
165 EEMV ISHARES INC 3,844.0 $249K 0.09% $64.74 +14.5%
166 IBM INTERNATIONAL BUSINESS MACHS Technology 998.0 $242K 0.09% -59.0 -5.6% $242.34 +12.1%
167 HD HOME DEPOT INC Consumer Cyclical 718.0 $236K 0.08% -17.0 -2.3% $328.89 +6.1%
168 V VISA INC Financial Services 777.0 $235K 0.08% -43.0 -5.2% $302.19 +11.3%
169 AKRE PROFESIONALLY MANAGED PORTFO 4,260.0 $225K 0.08% NEW $52.85 +1.2%
170 NLR VANECK ETF TRUST 1,679.0 $224K 0.08% $133.19 -12.7%
171 RTX RTX CORPORATION Industrials 1,147.0 $221K 0.08% NEW $192.90 -2.5%
172 USMV ISHARES TR 2,351.0 $218K 0.08% $92.74 +3.5%
173 ABBV ABBVIE INC Healthcare 986.0 $214K 0.07% -83.0 -7.8% $217.49 +15.6%
174 VSS VANGUARD INTL EQUITY INDEX F 1,452.0 $212K 0.07% NEW $145.79 +5.0%
175 VXUS VANGUARD STAR FDS 2,713.0 $209K 0.07% NEW $77.11 +9.6%
176 ARKK ARK ETF TR 3,033.0 $205K 0.07% $67.58 +15.4%
177 BLUE OWL TECHNOLOGY FIN CORP 12,773.0 $158K 0.06% NEW $12.39
178 VLRS CONTROLADORA VUELA COMP DE A Industrials 15,000.0 $109K 0.04% $7.24 +29.7%
179 GOSS GOSSAMER BIO INC Healthcare 10,000.0 $3K 0.00% $0.33 -52.2%
Page 9 of 9  ·  179 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%