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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 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PYPL PAYPAL HLDGS INC Financial Services 5,601.0 $242K 0.08% NEW $43.18 +25.6%
142 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,260.0 $242K 0.08% +762.0 +11.7% $33.29 +31.1%
143 IXC ISHARES TR 4,848.0 $238K 0.08% $49.13 +20.5%
144 EVEREST GROUP LTD 666.0 $238K 0.08% +34.0 +5.4% $357.23
145 E ENI SPA Energy 5,000.0 $234K 0.08% $46.86 +18.3%
146 GEV GE VERNOVA INC Utilities 198.0 $233K 0.08% -346.0 -63.6% $1174.86 -22.0%
147 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,608.0 $231K 0.08% $64.01 +11.1%
148 SLV ISHARES SILVER TR Financial Services 4,314.0 $231K 0.08% +670.0 +18.4% $53.47 +9.8%
149 XLK SELECT SECTOR SPDR TR 1,202.0 $229K 0.08% -892.0 -42.6% $190.52 -3.8%
150 VTV VANGUARD INDEX FDS 1,048.0 $228K 0.08% $217.93 +3.2%
151 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 5,280.0 $226K 0.08% $42.87 +0.7%
152 AIQ GLOBAL X FDS 3,431.0 $225K 0.08% NEW $65.61 -4.1%
153 BA BOEING CO Industrials 1,033.0 $224K 0.07% $216.47 -3.3%
154 D DOMINION ENERGY INC Utilities 3,256.0 $222K 0.07% -124.0 -3.7% $68.29 -3.4%
155 GLW CORNING INC Technology 865.0 $221K 0.07% NEW $255.43 -43.6%
156 VUG VANGUARD INDEX FDS 2,556.0 $220K 0.07% NEW $86.14 +1.7%
157 DELL DELL TECHNOLOGIES INC Technology 500.0 $216K 0.07% NEW $431.46 +7.5%
158 COP CONOCOPHILLIPS Energy 2,074.0 $216K 0.07% $103.96 +31.7%
159 TT TRANE TECHNOLOGIES PLC Industrials 432.0 $212K 0.07% NEW $491.16 -10.4%
160 MELI MERCADOLIBRE INC Consumer Cyclical 125.0 $212K 0.07% $1697.39 +17.4%
Page 8 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%