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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 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLE SELECT SECTOR SPDR TR 7,039.0 $374K 0.13% +1K +22.1% $53.11 +22.6%
62 T AT&T INC Communication Services 16,886.0 $350K 0.12% +722.0 +4.5% $20.70 +25.4%
63 ABT ABBOTT LABORATORIES Healthcare 3,788.0 $344K 0.12% +715.0 +23.3% $90.74 +21.8%
64 ARKF ARK ETF TR 8,296.0 $327K 0.11% +214.0 +2.6% $39.46 +15.0%
65 QUAL ISHARES TR 1,409.0 $309K 0.10% +40.0 +2.9% $219.43 +0.9%
66 PYLD PIMCO ETF TR 10,665.0 $283K 0.10% +1K +15.4% $26.52 -2.1%
67 TMUS T-MOBILE US INC Communication Services 1,659.0 $278K 0.09% +56.0 +3.5% $167.73 +11.7%
68 CF CF INDUSTRIES HOLD Basic Materials 2,408.0 $261K 0.09% +173.0 +7.7% $108.26 +28.7%
69 CDX SIMPLIFY EXCHANGE TRADED FUN 11,761.0 $248K 0.08% +214.0 +1.9% $21.12 -3.1%
70 DOV DOVER CORP Industrials 1,096.0 $246K 0.08% +46.0 +4.4% $224.28 -15.8%
71 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,260.0 $242K 0.08% +762.0 +11.7% $33.29 +31.5%
72 EVEREST GROUP LTD 666.0 $238K 0.08% +34.0 +5.4% $357.23
73 SLV ISHARES SILVER TR Financial Services 4,314.0 $231K 0.08% +670.0 +18.4% $53.47 +10.5%
Page 4 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%