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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 3 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DVY ISHARES TR 6,898.0 $1.1M 0.34% -284.0 -4.0% $159.81 +1.9%
42 ESGU ISHARES TR 6,638.0 $1.1M 0.34% $164.09 +1.7%
43 XLV SELECT SECTOR SPDR TR 6,561.0 $1.1M 0.34% -207.0 -3.1% $164.45 +4.4%
44 IVE ISHARES TR 4,450.0 $1.0M 0.32% $230.78 +2.2%
45 THRO BLACKROCK ETF TRUST 23,333.0 $996K 0.31% -4K -15.2% $42.68 +2.0%
46 MCD MCDONALDS CORP Consumer Cyclical 3,510.0 $991K 0.31% -153.0 -4.2% $282.22 -7.5%
47 BINC BLACKROCK ETF TRUST II 18,952.0 $989K 0.31% +2K +10.1% $52.20 -1.2%
48 XLC SELECT SECTOR SPDR TR 8,158.0 $906K 0.28% $111.02 -0.1%
49 BAI BLACKROCK ETF TRUST 19,757.0 $900K 0.28% -5K -18.7% $45.56 -5.0%
50 JPM JPMORGAN CHASE & CO Financial Services 2,520.0 $855K 0.27% +31.0 +1.2% $339.23 +4.6%
51 QUAL ISHARES TR 3,828.0 $834K 0.26% -4K -52.4% $217.74 +1.5%
52 SDY SPDR SERIES TRUST 5,156.0 $802K 0.25% -139.0 -2.6% $155.63 +0.0%
53 AZO AUTOZONE INC Consumer Cyclical 242.0 $744K 0.23% -4.0 -1.6% $3074.86 -3.5%
54 WMT WALMART INC Consumer Defensive 6,215.0 $693K 0.21% -881.0 -12.4% $111.54 -5.0%
55 XLP SELECT SECTOR SPDR TR 8,108.0 $688K 0.21% $84.86 +0.5%
56 GLD SPDR GOLD TR Financial Services 1,799.0 $679K 0.21% $377.49 +5.1%
57 FDX FEDEX CORP Industrials 2,119.0 $663K 0.21% $312.88 +3.8%
58 ILCG ISHARES TR 5,810.0 $663K 0.21% $114.11 -0.4%
59 SBUX STARBUCKS CORP Consumer Cyclical 6,324.0 $655K 0.20% -253.0 -3.9% $103.61 +2.5%
60 SHLD GLOBAL X FDS 10,023.0 $639K 0.20% +3K +51.2% $63.79 +0.5%
Page 3 of 8  ·  155 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%