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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 6 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GEV GE VERNOVA INC Utilities 544.0 $356K 0.14% NEW $653.57 +59.9%
102 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 27,659.0 $350K 0.14% NEW $12.66 +0.9%
103 ORCL ORACLE CORP Technology 1,755.0 $342K 0.14% NEW $194.91 -23.7%
104 O REALTY INCOME CORP Real Estate 6,024.0 $340K 0.14% NEW $56.37 +12.0%
105 CINF CINCINNATI FINL CORP Financial Services 2,020.0 $330K 0.13% NEW $163.32 +12.7%
106 IWM ISHARES TR 1,332.0 $328K 0.13% NEW $246.16 +21.0%
107 TMUS T-MOBILE US INC Communication Services 1,600.0 $325K 0.13% NEW $203.04 -10.0%
108 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,018.0 $325K 0.13% NEW $53.94 +6.6%
109 VB VANGUARD INDEX FDS 1,207.0 $311K 0.12% NEW $257.95 +16.1%
110 IYY ISHARES TR 1,832.0 $304K 0.12% NEW $165.84 +7.6%
111 PH PARKER-HANNIFIN CORP Industrials 342.0 $301K 0.12% NEW $880.10 +10.1%
112 PRF INVESCO EXCHANGE TRADED FD T 6,360.0 $298K 0.12% NEW $46.92 +14.5%
113 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,608.0 $296K 0.12% NEW $82.02 -19.8%
114 JAVA J P MORGAN EXCHANGE TRADED F 4,066.0 $292K 0.12% NEW $71.72 +10.2%
115 XLU SELECT SECTOR SPDR TR 6,769.0 $289K 0.12% NEW $42.69 +8.2%
116 AMD ADVANCED MICRO DEVICES INC Technology 1,300.0 $278K 0.11% NEW $214.16 +143.5%
117 QUAL ISHARES TR 1,373.0 $273K 0.11% NEW $198.62 +7.6%
118 CRWD CROWDSTRIKE HLDGS INC Technology 578.0 $271K 0.11% NEW $468.76 +49.6%
119 EOG EOG RES INC Energy 2,579.0 $271K 0.11% NEW $105.01 +26.3%
120 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,443.0 $270K 0.11% NEW $49.65 -31.8%
Page 6 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%