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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 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA PUT NVIDIA CORPORATION Technology 11,000.0 $2.2M 0.74% NEW $200.09 +8.7%
2 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 10,300.0 $1.2M 0.41% NEW $116.67 +54.2%
3 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 94,110.0 $1.1M 0.37% NEW $11.74 -5.6%
4 QTUM ETF SER SOLUTIONS 2,459.0 $407K 0.14% NEW $165.38 -12.6%
5 DIS DISNEY WALT CO Communication Services 3,868.0 $372K 0.12% NEW $96.25 +10.4%
6 HCA HCA HEALTHCARE INC Healthcare 797.0 $311K 0.10% NEW $389.89 +6.1%
7 CRWD CROWDSTRIKE HLDGS INC Technology 382.0 $292K 0.10% NEW $190.78 +12.7%
8 OEF ISHARES TR 11,920.0 $271K 0.09% NEW $22.70 +1564.6%
9 ARKG ARK ETF TR 6,430.0 $270K 0.09% NEW $42.06 +11.4%
10 UNH UNITEDHEALTH GROUP INC Healthcare 633.0 $263K 0.09% NEW $415.63 -4.7%
11 PNC PNC FINL SVCS GROUP INC Financial Services 1,034.0 $255K 0.09% NEW $246.22 -3.5%
12 BLOCK INC 3,255.0 $247K 0.08% NEW $76.00
13 IGM ISHARES TR 1,504.0 $246K 0.08% NEW $163.63 -3.0%
14 AXP AMERICAN EXPRESS CO Financial Services 717.0 $243K 0.08% NEW $338.25 -4.2%
15 PYPL PAYPAL HLDGS INC Financial Services 5,601.0 $242K 0.08% NEW $43.18 +21.4%
16 AIQ GLOBAL X FDS 3,431.0 $225K 0.08% NEW $65.61 -3.9%
17 GLW CORNING INC Technology 865.0 $221K 0.07% NEW $255.43 -43.0%
18 VUG VANGUARD INDEX FDS 2,556.0 $220K 0.07% NEW $86.14 +1.4%
19 DELL DELL TECHNOLOGIES INC Technology 500.0 $216K 0.07% NEW $431.46 -1.6%
20 TT TRANE TECHNOLOGIES PLC Industrials 432.0 $212K 0.07% NEW $491.16 -10.4%
Page 1 of 2  ·  23 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%