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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 4 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ VERIZON COMMUNICATIONS INC Communication Services 20,372.0 $830K 0.33% NEW $40.73 +14.3%
62 GD GENERAL DYNAMICS CORP Industrials 2,430.0 $818K 0.33% NEW $336.66 +3.0%
63 PM PHILIP MORRIS INTL INC Consumer Defensive 5,087.0 $816K 0.33% NEW $160.39 +12.7%
64 CSCO CISCO SYS INC Technology 10,388.0 $800K 0.32% NEW $77.03 +47.7%
65 ACN ACCENTURE PLC IRELAND Technology 2,928.0 $786K 0.32% NEW $268.30 -51.9%
66 EFA ISHARES TR 8,100.0 $778K 0.31% NEW $96.03 +6.8%
67 RTX RTX CORPORATION Industrials 4,215.0 $773K 0.31% NEW $183.40 +2.5%
68 CVX CHEVRON CORP NEW Energy 5,057.0 $771K 0.31% NEW $152.42 +12.2%
69 MO ALTRIA GROUP INC Consumer Defensive 12,993.0 $749K 0.30% NEW $57.66 +28.0%
70 KO COCA COLA CO Consumer Defensive 10,307.0 $721K 0.29% NEW $69.91 +18.2%
71 XLI SELECT SECTOR SPDR TR 4,641.0 $720K 0.29% NEW $155.12 +16.8%
72 NFG NATIONAL FUEL GAS CO Energy 8,637.0 $692K 0.28% NEW $80.06 -2.0%
73 FNB F N B CORP Financial Services 39,972.0 $684K 0.28% NEW $17.10 +12.5%
74 DUK DUKE ENERGY CORP NEW Utilities 5,428.0 $636K 0.26% NEW $117.21 +9.5%
75 LLY ELI LILLY & CO Healthcare 568.0 $610K 0.25% NEW $1074.68 +12.4%
76 TSLA TESLA INC Consumer Cyclical 1,312.0 $590K 0.24% NEW $449.72 -15.6%
77 WMT WALMART INC Consumer Defensive 5,247.0 $585K 0.24% NEW $111.41 +3.8%
78 HD HOME DEPOT INC Consumer Cyclical 1,672.0 $575K 0.23% NEW $344.10 +1.4%
79 EMBJ EMBRAER S.A. Industrials 8,618.0 $555K 0.22% NEW $64.37 -1.0%
80 VWO VANGUARD INTL EQUITY INDEX F 10,219.0 $549K 0.22% NEW $53.76 +9.0%
Page 4 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%