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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 9 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SO SOUTHERN CO Utilities 2,213.0 $212K 0.07% $95.71 -8.0%
162 ACN ACCENTURE PLC IRELAND Technology 1,685.0 $210K 0.07% -339.0 -16.8% $124.44 +51.1%
163 AMAT APPLIED MATLS INC Technology 290.0 $210K 0.07% NEW $723.00 -38.9%
164 PLTR PALANTIR TECHNOLOGIES INC Technology 1,528.0 $178K 0.06% NEW $116.67 +54.2%
165 SLI STANDARD LITHIUM CORP Basic Materials 34,860.0 $96K 0.03% $2.75 -9.5%
166 ORBS EIGHTCO HOLDINGS INC Technology 13,155.0 $9K 0.00% NEW $0.70 +9.4%
Page 9 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%