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Portfolio (Quarterly) Guide ↗

MBA Advisors LLC

· CIK 0001848704
13F Portfolio $297M AUM 166 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 73 Added 41 Reduced 3 Exited
Page 4 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 7,308.0 $990K 0.33% +254.0 +3.6% $135.40 +4.2%
62 CVX CHEVRON CORPORATION Energy 5,893.0 $977K 0.33% +330.0 +5.9% $165.77 +27.9%
63 MO ALTRIA GROUP INC Consumer Defensive 13,525.0 $973K 0.33% $71.95 -2.9%
64 IVE ISHARES TR 4,206.0 $955K 0.32% -179.0 -4.1% $227.06 +4.2%
65 BERKSHIRE HATHAWAY INC DEL 1,905.0 $953K 0.32% +11.0 +0.6% $500.39
66 SPEM SPDR INDEX SHS FDS 18,165.0 $941K 0.32% -318.0 -1.7% $51.78 +1.8%
67 PG PROCTER & GAMBLE CO Consumer Defensive 6,380.0 $935K 0.32% $146.63 +0.8%
68 XLI SELECT SECTOR SPDR TR 4,726.0 $875K 0.29% +235.0 +5.2% $185.23 -6.8%
69 GD GENERAL DYNAMICS CORP Industrials 2,446.0 $866K 0.29% $354.24 +2.7%
70 KO COCA COLA CO Consumer Defensive 10,523.0 $855K 0.29% +286.0 +2.8% $81.27 +9.2%
71 CINF CINCINNATI FINL CORP Financial Services 4,548.0 $842K 0.28% +3K +125.2% $185.13 -7.1%
72 PM PHILIP MORRIS INTL INC Consumer Defensive 4,637.0 $839K 0.28% +50.0 +1.1% $180.90 +4.3%
73 EFA ISHARES TR 7,600.0 $789K 0.27% -500.0 -6.2% $103.88 +2.9%
74 QQQ INVESCO QQQ TR Financial Services 1,044.0 $769K 0.26% +418.0 +66.8% $736.29 -3.8%
75 FNB F N B CORP Financial Services 39,151.0 $747K 0.25% -813.0 -2.0% $19.08 -4.2%
76 CAT CATERPILLAR INC Industrials 686.0 $730K 0.25% -72.0 -9.5% $1064.57 -26.3%
77 RTX RTX CORPORATION Industrials 3,824.0 $726K 0.24% -51.0 -1.3% $189.73 +6.0%
78 DUK DUKE ENERGY CORP NEW Utilities 5,630.0 $713K 0.24% +77.0 +1.4% $126.58 -4.6%
79 AMD ADVANCED MICRO DEVICES INC Technology 1,215.0 $706K 0.24% -173.0 -12.5% $580.91 -21.3%
80 LLY ELI LILLY & CO Healthcare 573.0 $687K 0.23% +11.0 +2.0% $1199.43 -3.3%
Page 4 of 9  ·  166 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 26.2%
Technology 23.9%
Healthcare 11.5%
Communication Services 8.3%
Industrials 7.5%
Energy 7.3%
Consumer Defensive 7.0%
Consumer Cyclical 5.2%
Utilities 2.1%
Basic Materials 0.5%