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Portfolio (Quarterly) Guide ↗

MBA Advisors LLC

· CIK 0001848704
13F Portfolio $297M AUM 166 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 73 Added 41 Reduced 3 Exited
Page 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TLT ISHARES TR 24,992.0 $2.2M 0.73% +2K +9.5% $86.42 -5.3%
22 IVV ISHARES TR 2,590.0 $1.9M 0.65% +146.0 +6.0% $748.83 +2.2%
23 AMZN AMAZON COM INC Consumer Cyclical 7,253.0 $1.7M 0.58% +309.0 +4.5% $238.34 +7.0%
24 AMLP ALPS ETF TR 30,656.0 $1.6M 0.54% +384.0 +1.3% $51.85 +7.7%
25 IBM INTERNATIONAL BUSINESS MACHS Technology 5,649.0 $1.6M 0.54% +294.0 +5.5% $281.21 -17.7%
26 NOBL PROSHARES TR 28,114.0 $1.6M 0.53% +16K +139.6% $56.16 +2.6%
27 JNJ JOHNSON & JOHNSON Healthcare 6,165.0 $1.6M 0.53% +130.0 +2.1% $253.96 +6.8%
28 JEPQ J P MORGAN EXCHANGE TRADED F 25,344.0 $1.6M 0.52% +663.0 +2.7% $61.46 -4.0%
29 ABBV ABBVIE INC Healthcare 5,970.0 $1.5M 0.51% +163.0 +2.8% $251.63 +3.3%
30 INTC INTEL CORP Technology 10,494.0 $1.5M 0.49% +5K +105.4% $139.63 -36.3%
31 MRK MERCK & CO INC Healthcare 10,918.0 $1.4M 0.47% +181.0 +1.7% $128.50 +16.7%
32 SHYM BLACKROCK ETF TRUST II 51,825.0 $1.2M 0.39% +2K +5.0% $22.45 -2.4%
33 AMGN AMGEN INC Healthcare 3,168.0 $1.1M 0.39% +66.0 +2.1% $362.12 +21.0%
34 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,515.0 $1.1M 0.38% +13.0 +0.9% $746.66 +2.0%
35 META META PLATFORMS INC Communication Services 1,938.0 $1.1M 0.37% +96.0 +5.2% $563.29 +2.7%
36 MCD MCDONALDS CORP Consumer Cyclical 3,716.0 $1.0M 0.34% +78.0 +2.1% $270.33 -3.4%
37 VZ VERIZON COMMUNICATIONS INC Communication Services 23,434.0 $992K 0.33% +922.0 +4.1% $42.34 +18.8%
38 PEP PEPSICO INC Consumer Defensive 7,308.0 $990K 0.33% +254.0 +3.6% $135.40 +3.2%
39 CVX CHEVRON CORPORATION Energy 5,893.0 $977K 0.33% +330.0 +5.9% $165.77 +27.3%
40 BERKSHIRE HATHAWAY INC DEL 1,905.0 $953K 0.32% +11.0 +0.6% $500.39
Page 2 of 4  ·  73 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
Financial Services 26.2%
Technology 23.9%
Healthcare 11.5%
Communication Services 8.3%
Industrials 7.5%
Energy 7.3%
Consumer Defensive 7.0%
Consumer Cyclical 5.2%
Utilities 2.1%
Basic Materials 0.5%