Portfolio (Quarterly) Guide ↗

MBA Advisors LLC

· CIK 0001848704

13F Portfolio $260M AUM 146 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 12 New 53 Added 43 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CRWD	CROWDSTRIKE HLDGS INC	Technology	578	$271K	0.11%	SOLD
2	AXP	AMERICAN EXPRESS CO	Financial Services	596	$220K	0.09%	SOLD
3	VUG	VANGUARD INDEX FDS	—	426	$208K	0.08%	SOLD
4	—	BLOCK INC	—	3,179	$207K	0.08%	SOLD

Sector Allocation

Financial Services 26.4%

Technology 19.3%

Healthcare 11.0%

Energy 9.3%

Communication Services 8.7%

Industrials 8.6%

Consumer Defensive 7.6%

Consumer Cyclical 5.4%

Utilities 2.7%

Basic Materials 0.6%