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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 6 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDT MEDTRONIC PLC Healthcare 4,129.0 $358K 0.14% +34.0 +0.8% $86.65 -6.5%
102 XLE SELECT SECTOR SPDR TR 5,767.0 $353K 0.14% +139.0 +2.5% $61.26 -12.1%
103 LMT LOCKHEED MARTIN CORP Industrials 583.0 $352K 0.14% +35.0 +6.4% $604.39 -16.0%
104 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 27,659.0 $341K 0.13% $12.33 +3.6%
105 TMUS T-MOBILE US INC Communication Services 1,603.0 $337K 0.13% $210.03 -13.0%
106 XLU SELECT SECTOR SPDR TR 7,271.0 $334K 0.13% +502.0 +7.4% $45.89 +0.7%
107 IWM ISHARES TR 1,332.0 $330K 0.13% $248.00 +20.1%
108 CINF CINCINNATI FINL CORP Financial Services 2,020.0 $318K 0.12% $157.35 +17.0%
109 VB VANGUARD INDEX FDS 1,207.0 $316K 0.12% $261.92 +14.3%
110 ABT ABBOTT LABORATORIES Healthcare 3,073.0 $316K 0.12% -91.0 -2.9% $102.67 -8.3%
111 ARKF ARK ETF TR 8,082.0 $307K 0.12% +222.0 +2.8% $38.01 +3.1%
112 PRF INVESCO EXCHANGE TRADED FD T 6,340.0 $301K 0.12% $47.53 +13.0%
113 PANW PALO ALTO NETWORKS INC Technology 1,869.0 $300K 0.12% -465.0 -19.9% $160.32 +89.7%
114 PH PARKER-HANNIFIN CORP Industrials 332.0 $297K 0.11% -10.0 -2.9% $895.52 +8.2%
115 IYY ISHARES TR 1,836.0 $291K 0.11% $158.43 +12.6%
116 CF CF INDUSTRIES HOLD Basic Materials 2,235.0 $290K 0.11% NEW $129.84 -18.6%
117 E ENI SPA Energy 5,000.0 $283K 0.11% NEW $56.61 -18.6%
118 AMD ADVANCED MICRO DEVICES INC Technology 1,388.0 $282K 0.11% +88.0 +6.8% $203.43 +156.4%
119 IXC ISHARES TR 4,848.0 $279K 0.11% -933.0 -16.1% $57.61 -14.0%
120 XLK SELECT SECTOR SPDR TR 2,094.0 $278K 0.11% NEW $132.90 +36.1%
Page 6 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%