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Portfolio (Quarterly) Guide ↗

Myriad Asset Management Advisors LLC

· CIK 0002069031
13F Portfolio $424M AUM 49 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 49 New
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNP UNION PACIFIC ORD Industrials 17,504.0 $4.8M 1.12% NEW $272.00 +15.3%
22 BAC BANK OF AMERICA ORD Financial Services 83,022.0 $4.7M 1.12% NEW $56.98 +9.5%
23 META META PLATFORMS CL A ORD Communication Services 8,000.0 $4.5M 1.06% NEW $563.25 +2.2%
24 TMO THERMO FISHER SCIENTIFIC ORD Healthcare 8,737.0 $4.4M 1.03% NEW $501.32 +26.2%
25 MU MICRON TECHNOLOGY ORD Technology 3,632.0 $4.2M 0.99% NEW $1154.18 -18.6%
26 ETN EATON ORD Industrials 9,716.0 $4.1M 0.98% NEW $426.10 -2.1%
27 LRCX LAM RESEARCH ORD Technology 9,437.0 $4.1M 0.96% NEW $433.29 -27.9%
28 AMAT APPLIED MATERIAL ORD Technology 5,560.0 $4.0M 0.95% NEW $723.02 -33.8%
29 CSX CSX ORD Industrials 82,417.0 $3.9M 0.92% NEW $47.53 +9.5%
30 TECK TECK RESOURCES CL B ORD Basic Materials 65,446.0 $3.9M 0.92% NEW $59.45 +20.5%
31 VMC VULCAN MATERIALS ORD Basic Materials 13,042.0 $3.8M 0.91% NEW $295.05 -6.6%
32 MLM MARTIN MARIETTA MATERIALS ORD Basic Materials 6,261.0 $3.6M 0.85% NEW $576.74 -6.9%
33 DE DEERE ORD Industrials 5,382.0 $3.4M 0.81% NEW $634.34 +0.4%
34 MUFG MITSUBISHI UFJ FNCL GRP ADS REP ORD Financial Services 161,926.0 $3.2M 0.76% NEW $19.89 +13.0%
35 LNG CHENIERE ENERGY ORD Energy 13,249.0 $3.2M 0.75% NEW $239.04 +18.7%
36 GLW CORNING ORD Technology 12,004.0 $3.1M 0.72% NEW $255.41 -41.4%
37 DHR DANAHER ORD Healthcare 16,014.0 $3.0M 0.72% NEW $190.46 +13.3%
38 ISRG INTUITIVE SURGICAL ORD Healthcare 7,235.0 $2.9M 0.68% NEW $397.65 -7.4%
39 VLO VALERO ENERGY ORD Energy 10,869.0 $2.8M 0.67% NEW $260.47 +33.2%
40 MRVL MARVELL TECHNOLOGY ORD Technology 9,479.0 $2.8M 0.67% NEW $297.92 -19.4%
Page 2 of 3  ·  49 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
Technology 35.5%
Financial Services 18.8%
Basic Materials 9.6%
Communication Services 9.4%
Industrials 9.1%
Healthcare 9.0%
Consumer Cyclical 5.6%
Energy 2.9%