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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	INDA	ISHARES TR	—	9,119	$427K	0.16%	SOLD
2	—	ISHARES TR	—	12,030	$276K	0.11%	SOLD
3	SGOL	ETFS GOLD TR	Financial Services	4,886	$218K	0.08%	SOLD

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%