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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 7 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LMT LOCKHEED MARTIN CORP Industrials 548.0 $265K 0.11% NEW $483.67 +4.9%
122 VEA VANGUARD TAX-MANAGED FDS 4,095.0 $256K 0.10% NEW $62.48 +12.9%
123 VV VANGUARD INDEX FDS 805.0 $253K 0.10% NEW $314.63 +6.9%
124 CDX SIMPLIFY EXCHANGE TRADED FUN 11,312.0 $252K 0.10% NEW $22.27 -5.6%
125 XLE SELECT SECTOR SPDR TR 5,628.0 $252K 0.10% NEW $44.71 +20.5%
126 EVEREST GROUP LTD 733.0 $249K 0.10% NEW $339.35
127 JGRO J P MORGAN EXCHANGE TRADED F 2,650.0 $246K 0.10% NEW $92.80 +1.3%
128 IXC ISHARES TR 5,781.0 $242K 0.10% NEW $41.93 +18.2%
129 ED CONSOLIDATED EDISON INC Utilities 2,404.0 $239K 0.10% NEW $99.32 +12.8%
130 BA BOEING CO Industrials 1,033.0 $224K 0.09% NEW $217.12 +0.1%
131 AXP AMERICAN EXPRESS CO Financial Services 596.0 $220K 0.09% NEW $369.95 -8.0%
132 TYG TORTOISE ENERGY INFRA CORP Financial Services 5,280.0 $216K 0.09% NEW $40.90 +4.4%
133 VUG VANGUARD INDEX FDS 426.0 $208K 0.08% NEW $487.86 -83.0%
134 BLOCK INC 3,179.0 $207K 0.08% NEW $65.09
135 SGOL ETFS GOLD TR Financial Services 4,970.0 $204K 0.08% NEW $41.08 -5.6%
136 DOV DOVER CORP Industrials 1,034.0 $202K 0.08% NEW $195.24 +15.7%
137 VTV VANGUARD INDEX FDS 1,048.0 $200K 0.08% NEW $190.99 +14.3%
138 SLI STANDARD LITHIUM LTD Basic Materials 34,800.0 $156K 0.06% NEW $4.47 -36.9%
Page 7 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%