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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
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VEA VANGUARD TAX-MANAGED FDS 4,074.0 $261K 0.10% -21.0 -0.5% $64.08 +10.1%
42 SGOL ETFS GOLD TR Financial Services 4,886.0 $218K 0.08% -84.0 -1.7% $44.62 -13.1%
43 EVEREST GROUP LTD 632.0 $207K 0.08% -101.0 -13.8% $326.85
Page 3 of 3  ·  43 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 26.4%
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%