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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 4 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BERKSHIRE HATHAWAY INC DEL 1,894.0 $908K 0.35% -30.0 -1.6% $479.20
62 MO ALTRIA GROUP INC Consumer Defensive 13,544.0 $894K 0.34% +551.0 +4.2% $65.99 +11.8%
63 SPEM SPDR INDEX SHS FDS 18,483.0 $867K 0.33% -165.0 -0.9% $46.91 +8.3%
64 GD GENERAL DYNAMICS CORP Industrials 2,450.0 $841K 0.32% +20.0 +0.8% $343.22 +1.0%
65 NFG NATIONAL FUEL GAS CO Energy 8,438.0 $793K 0.30% -199.0 -2.3% $93.96 -16.5%
66 EFA ISHARES TR 8,100.0 $787K 0.30% $97.13 +5.6%
67 KO COCA COLA CO Consumer Defensive 10,237.0 $779K 0.30% -70.0 -0.7% $76.05 +8.7%
68 CSCO CISCO SYS INC Technology 9,898.0 $768K 0.29% -490.0 -4.7% $77.59 +46.6%
69 PM PHILIP MORRIS INTL INC Consumer Defensive 4,587.0 $758K 0.29% -500.0 -9.8% $165.33 +9.3%
70 RTX RTX CORPORATION Industrials 3,875.0 $747K 0.29% -340.0 -8.1% $192.90 -2.5%
71 DUK DUKE ENERGY CORP NEW Utilities 5,553.0 $727K 0.28% +125.0 +2.3% $130.94 -1.9%
72 XLI SELECT SECTOR SPDR TR 4,491.0 $726K 0.28% -150.0 -3.2% $161.73 +12.0%
73 FNB F N B CORP Financial Services 39,964.0 $668K 0.26% $16.72 +15.1%
74 PFE PFIZER INC Healthcare 21,855.0 $614K 0.24% $28.08 -13.5%
75 WMT WALMART INC Consumer Defensive 4,496.0 $559K 0.21% -751.0 -14.3% $124.28 -6.9%
76 VWO VANGUARD INTL EQUITY INDEX F 10,219.0 $552K 0.21% $54.05 +8.4%
77 HD HOME DEPOT INC Consumer Cyclical 1,656.0 $545K 0.21% -16.0 -1.0% $328.89 +6.1%
78 CAT CATERPILLAR INC Industrials 758.0 $537K 0.21% -59.0 -7.2% $708.26 +40.8%
79 XLP SELECT SECTOR SPDR TR 6,533.0 $536K 0.21% -405.0 -5.8% $81.98 +3.3%
80 IEFA ISHARES TR 5,814.0 $526K 0.20% $90.53 +5.5%
Page 4 of 8  ·  146 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%