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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 7 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ISHARES TR 12,030.0 $276K 0.11% NEW $22.93
122 COP CONOCOPHILLIPS Energy 2,074.0 $274K 0.10% NEW $132.00 -19.7%
123 ED CONSOLIDATED EDISON INC Utilities 2,404.0 $272K 0.10% $113.18 -1.0%
124 JAVA J P MORGAN EXCHANGE TRADED F 3,722.0 $267K 0.10% -344.0 -8.5% $71.75 +10.1%
125 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 5,280.0 $263K 0.10% $49.85 -14.3%
126 QUAL ISHARES TR 1,369.0 $263K 0.10% $191.81 +11.4%
127 VEA VANGUARD TAX-MANAGED FDS 4,074.0 $261K 0.10% -21.0 -0.5% $64.08 +10.1%
128 ORCL ORACLE CORP Technology 1,755.0 $258K 0.10% $147.11 +1.1%
129 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,608.0 $257K 0.10% $71.18 -7.6%
130 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,498.0 $250K 0.10% +1K +19.4% $38.42 -11.9%
131 MOH MOLINA HEALTHCARE INC Healthcare 1,870.0 $249K 0.10% NEW $133.30 +72.3%
132 SLV ISHARES SILVER TR Financial Services 3,644.0 $248K 0.10% NEW $68.14 -21.8%
133 CDX SIMPLIFY EXCHANGE TRADED FUN 11,547.0 $246K 0.10% +235.0 +2.1% $21.34 -1.5%
134 PYLD PIMCO ETF TR 9,245.0 $242K 0.09% NEW $26.20 +1.3%
135 VV VANGUARD INDEX FDS 805.0 $240K 0.09% $298.73 +12.6%
136 INTC INTEL CORP Technology 5,108.0 $225K 0.09% NEW $44.13 +190.8%
137 JGRO J P MORGAN EXCHANGE TRADED F 2,650.0 $224K 0.09% $84.52 +11.3%
138 DOV DOVER CORP Industrials 1,050.0 $219K 0.08% +16.0 +1.6% $208.45 +8.4%
139 SGOL ETFS GOLD TR Financial Services 4,886.0 $218K 0.08% -84.0 -1.7% $44.62 -13.1%
140 MELI MERCADOLIBRE INC Consumer Cyclical 125.0 $216K 0.08% NEW $1729.02 -3.1%
Page 7 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%