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Portfolio (Quarterly) Guide ↗

MKT Advisors LLC

· CIK 0001906802
13F Portfolio $322M AUM 155 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 35 Added 67 Reduced 13 Exited
Page 2 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DVY ISHARES TR 6,898.0 $1.1M 0.34% -284.0 -4.0% $159.81 +1.9%
22 XLV SELECT SECTOR SPDR TR 6,561.0 $1.1M 0.34% -207.0 -3.1% $164.45 +4.4%
23 THRO BLACKROCK ETF TRUST 23,333.0 $996K 0.31% -4K -15.2% $42.68 +2.0%
24 MCD MCDONALDS CORP Consumer Cyclical 3,510.0 $991K 0.31% -153.0 -4.2% $282.22 -7.5%
25 BAI BLACKROCK ETF TRUST 19,757.0 $900K 0.28% -5K -18.7% $45.56 -5.0%
26 QUAL ISHARES TR 3,828.0 $834K 0.26% -4K -52.4% $217.74 +1.5%
27 SDY SPDR SERIES TRUST 5,156.0 $802K 0.25% -139.0 -2.6% $155.63 +0.0%
28 AZO AUTOZONE INC Consumer Cyclical 242.0 $744K 0.23% -4.0 -1.6% $3074.86 -3.5%
29 WMT WALMART INC Consumer Defensive 6,215.0 $693K 0.21% -881.0 -12.4% $111.54 -5.0%
30 SBUX STARBUCKS CORP Consumer Cyclical 6,324.0 $655K 0.20% -253.0 -3.9% $103.61 +2.5%
31 AEP AMERICAN ELEC PWR CO INC Utilities 4,469.0 $615K 0.19% -679.0 -13.2% $137.52 -10.6%
32 SPMO INVESCO EXCH TRADED FD TR II 4,043.0 $604K 0.19% -3K -43.7% $149.42 -2.6%
33 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 18,350.0 $569K 0.18% -12K -40.2% $31.01 +5.7%
34 INTC INTEL CORP Technology 5,125.0 $566K 0.18% -170.0 -3.2% $110.39 -19.4%
35 IEMG ISHARES INC 6,929.0 $553K 0.17% -11K -62.0% $79.79 +2.1%
36 ABBV ABBVIE INC Healthcare 2,166.0 $552K 0.17% -545.0 -20.1% $254.67 +2.1%
37 PM PHILIP MORRIS INTL INC Consumer Defensive 2,893.0 $543K 0.17% -403.0 -12.2% $187.81 -0.3%
38 XOM EXXON MOBIL CORP Energy 3,689.0 $523K 0.16% -260.0 -6.6% $141.69 +16.1%
39 NEE NEXTERA ENERGY INC Utilities 5,833.0 $516K 0.16% -458.0 -7.3% $88.46 -6.3%
40 RTX RTX CORPORATION Industrials 2,351.0 $472K 0.15% -98.0 -4.0% $200.83 +2.2%
Page 2 of 4  ·  67 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 59.4%
Technology 13.9%
Healthcare 5.8%
Consumer Cyclical 5.0%
Utilities 4.2%
Consumer Defensive 4.2%
Communication Services 3.4%
Industrials 2.5%
Energy 1.3%
Real Estate 0.3%