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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 7 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRWD CROWDSTRIKE HLDGS INC Technology 382.0 $292K 0.10% NEW $190.78 +12.7%
122 LMT LOCKHEED MARTIN CORP Industrials 566.0 $288K 0.10% -17.0 -2.9% $509.46 +6.9%
123 PYLD PIMCO ETF TR 10,665.0 $283K 0.10% +1K +15.4% $26.52 -2.1%
124 TMUS T-MOBILE US INC Communication Services 1,659.0 $278K 0.09% +56.0 +3.5% $167.73 +8.6%
125 VV VANGUARD INDEX FDS 805.0 $277K 0.09% $343.81 +2.1%
126 VEA VANGUARD TAX-MANAGED FDS 3,826.0 $273K 0.09% -248.0 -6.1% $71.25 +1.2%
127 OEF ISHARES TR 11,920.0 $271K 0.09% NEW $22.70 +1564.6%
128 ARKG ARK ETF TR 6,430.0 $270K 0.09% NEW $42.06 +11.4%
129 ED CONSOLIDATED EDISON INC Utilities 2,404.0 $266K 0.09% $110.63 -2.6%
130 JAVA J P MORGAN EXCHANGE TRADED F 3,346.0 $266K 0.09% -376.0 -10.1% $79.41 +3.5%
131 UNH UNITEDHEALTH GROUP INC Healthcare 633.0 $263K 0.09% NEW $415.63 -4.7%
132 JGRO J P MORGAN EXCHANGE TRADED F 2,650.0 $261K 0.09% $98.59 -5.6%
133 CF CF INDUSTRIES HOLD Basic Materials 2,408.0 $261K 0.09% +173.0 +7.7% $108.26 +25.3%
134 PNC PNC FINL SVCS GROUP INC Financial Services 1,034.0 $255K 0.09% NEW $246.22 -3.5%
135 ORCL ORACLE CORP Technology 1,701.0 $249K 0.08% -54.0 -3.1% $146.55 -3.6%
136 CDX SIMPLIFY EXCHANGE TRADED FUN 11,761.0 $248K 0.08% +214.0 +1.9% $21.12 -2.5%
137 BLOCK INC 3,255.0 $247K 0.08% NEW $76.00
138 IGM ISHARES TR 1,504.0 $246K 0.08% NEW $163.63 -3.0%
139 DOV DOVER CORP Industrials 1,096.0 $246K 0.08% +46.0 +4.4% $224.28 -15.3%
140 AXP AMERICAN EXPRESS CO Financial Services 717.0 $243K 0.08% NEW $338.25 -4.2%
Page 7 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%