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Portfolio (Quarterly) Guide ↗

Mutual Advisors, LLC

· CIK 0001694080
13F Portfolio $4.7B AUM 1,294 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1290 New
Page 54 of 65  ·  1,290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 GWRE GUIDEWIRE SOFTWARE INC Technology 1,567.0 $315K 0.01% NEW $201.01 -35.3%
1062 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 10,828.0 $314K 0.01% NEW $29.04 -28.9%
1063 AVIG AMERICAN CENTY ETF TR 7,450.0 $312K 0.01% NEW $41.92 -1.9%
1064 IWO ISHARES TR 966.0 $312K 0.01% NEW $323.09 +12.3%
1065 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,002.0 $311K 0.01% NEW $310.31 +14.5%
1066 TOPT ISHARES TR 9,938.0 $310K 0.01% NEW $31.23 +8.8%
1067 VFH VANGUARD WORLD FD 2,324.0 $310K 0.01% NEW $133.48 -6.0%
1068 FDL FIRST TR EXCHANGE-TRADED FD 6,984.0 $310K 0.01% NEW $44.34 +11.7%
1069 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,368.0 $309K 0.01% NEW $130.52 -3.6%
1070 JUST GOLDMAN SACHS ETF TR 3,196.0 $309K 0.01% NEW $96.70 +9.1%
1071 TDSC EXCHANGE LISTED FDS TR 12,199.0 $308K 0.01% NEW $25.28 +8.8%
1072 MLM MARTIN MARIETTA MATLS INC Basic Materials 494.0 $308K 0.01% NEW $622.84 -10.4%
1073 FORTINET INC 3,870.0 $307K 0.01% NEW $79.41
1074 HMC HONDA MOTOR LTD Consumer Cyclical 10,421.0 $307K 0.01% NEW $29.48 -13.4%
1075 DVN DEVON ENERGY CORP NEW Energy 8,379.0 $307K 0.01% NEW $36.63 +32.2%
1076 HELO J P MORGAN EXCHANGE TRADED F 4,610.0 $306K 0.01% NEW $66.44 +1.9%
1077 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 29,161.0 $306K 0.01% NEW $10.48 +14.0%
1078 INNOVATOR ETFS TRUST 10,314.0 $304K 0.01% NEW $29.51
1079 CTVA CORTEVA INC Basic Materials 4,537.0 $304K 0.01% NEW $67.04 +22.0%
1080 VTC VANGUARD SCOTTSDALE FDS 3,907.0 $303K 0.01% NEW $77.64 -1.9%
Page 54 of 65  ·  1,290 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 29.4%
Technology 27.3%
Healthcare 8.4%
Communication Services 8.0%
Consumer Cyclical 7.2%
Industrials 6.4%
Consumer Defensive 4.5%
Energy 4.1%
Real Estate 2.2%
Utilities 1.7%