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Portfolio (Quarterly) Guide ↗

MBA Advisors LLC

· CIK 0001848704
13F Portfolio $248M AUM 138 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New
Page 5 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFE PFIZER INC Healthcare 21,798.0 $543K 0.22% NEW $24.90 -2.4%
82 XLP SELECT SECTOR SPDR TR 6,938.0 $539K 0.22% NEW $77.68 +9.0%
83 BAC BANK AMERICA CORP Financial Services 9,691.0 $533K 0.21% NEW $55.00 +5.2%
84 IEFA ISHARES TR 5,814.0 $520K 0.21% NEW $89.46 +6.7%
85 EMR EMERSON ELEC CO Industrials 3,862.0 $513K 0.21% NEW $132.72 +8.1%
86 QCOM QUALCOMM INC Technology 2,943.0 $503K 0.20% NEW $171.06 +10.7%
87 IEMG ISHARES INC 7,353.0 $494K 0.20% NEW $67.22 +20.9%
88 GOOG ALPHABET INC Communication Services 1,501.0 $471K 0.19% NEW $313.80 +6.7%
89 CAT CATERPILLAR INC Industrials 817.0 $468K 0.19% NEW $572.72 +74.2%
90 INDA ISHARES TR 8,325.0 $450K 0.18% NEW $54.05 -8.6%
91 MMM 3M CO Industrials 2,725.0 $436K 0.18% NEW $160.09 +2.5%
92 PANW PALO ALTO NETWORKS INC Technology 2,334.0 $430K 0.17% NEW $184.20 +65.1%
93 T AT&T INC Communication Services 16,172.0 $402K 0.16% NEW $24.84 -8.5%
94 EWJ ISHARES INC 4,957.0 $400K 0.16% NEW $80.73 +14.9%
95 ABT ABBOTT LABS Healthcare 3,164.0 $396K 0.16% NEW $125.29 -24.9%
96 WM WASTE MGMT INC DEL Industrials 1,802.0 $396K 0.16% NEW $219.74 +2.6%
97 MDT MEDTRONIC PLC Healthcare 4,095.0 $393K 0.16% NEW $96.06 -15.7%
98 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,850.0 $388K 0.16% NEW $56.62 +10.8%
99 QQQ INVESCO QQQ TR Financial Services 611.0 $376K 0.15% NEW $614.69 +14.9%
100 ARKF ARK ETF TR 7,860.0 $374K 0.15% NEW $47.63 -17.7%
Page 5 of 7  ·  138 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 26.9%
Technology 23.0%
Healthcare 10.4%
Communication Services 8.9%
Industrials 8.9%
Consumer Defensive 7.6%
Energy 6.3%
Consumer Cyclical 5.6%
Utilities 1.8%
Real Estate 0.5%