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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 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LLY ELI LILLY & CO Healthcare 562.0 $517K 0.20% -6.0 -1.1% $919.77 +31.4%
82 IEMG ISHARES INC 7,349.0 $513K 0.20% $69.75 +16.5%
83 EMR EMERSON ELEC CO Industrials 3,875.0 $508K 0.20% $131.02 +9.5%
84 EMBJ EMBRAER S.A. Industrials 8,238.0 $489K 0.19% -380.0 -4.4% $59.34 +7.4%
85 TSLA TESLA INC Consumer Cyclical 1,297.0 $482K 0.18% -15.0 -1.1% $371.75 +2.1%
86 BAC BANK AMERICA CORP Financial Services 9,782.0 $477K 0.18% +91.0 +0.9% $48.75 +18.7%
87 GEV GE VERNOVA INC Utilities 544.0 $475K 0.18% $872.90 +19.7%
88 T AT&T INC Communication Services 16,164.0 $469K 0.18% $28.99 -21.6%
89 WM WASTE MGMT INC DEL Industrials 1,885.0 $433K 0.17% +83.0 +4.6% $229.82 -1.9%
90 INDA ISHARES TR 9,119.0 $427K 0.16% +794.0 +9.5% $46.84 +5.5%
91 GOOG ALPHABET INC Communication Services 1,470.0 $422K 0.16% -31.0 -2.1% $286.86 +16.7%
92 EWJ ISHARES INC 4,916.0 $415K 0.16% -41.0 -0.8% $84.43 +9.9%
93 MMM 3M CO Industrials 2,771.0 $402K 0.15% +46.0 +1.7% $145.22 +12.9%
94 ACN ACCENTURE PLC IRELAND Technology 2,024.0 $401K 0.15% -904.0 -30.9% $198.29 -35.0%
95 EOG EOG RES INC Energy 2,774.0 $401K 0.15% +195.0 +7.6% $144.57 -8.3%
96 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,850.0 $401K 0.15% $58.47 +7.3%
97 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,233.0 $378K 0.14% +215.0 +3.6% $60.65 -5.2%
98 O REALTY INCOME CORP Real Estate 6,024.0 $369K 0.14% $61.18 +3.2%
99 QCOM QUALCOMM INC Technology 2,827.0 $364K 0.14% -116.0 -3.9% $128.79 +47.1%
100 QQQ INVESCO QQQ TR Financial Services 626.0 $361K 0.14% +15.0 +2.5% $576.79 +22.5%
Page 5 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%