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Portfolio (Quarterly) Guide ↗

MRA Advisory Group

· CIK 0001841816
13F Portfolio $238M AUM 135 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 58 Added 44 Reduced 18 Exited
Page 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRS CARPENTER TECHNOLOGY CORP Industrials 1,800.0 $567K 0.24% -668.0 -27.1% $314.80 +39.2%
62 SMR NUSCALE PWR CORP Utilities 39,902.0 $565K 0.24% +15K +57.4% $14.17 -26.7%
63 TKO TKO GROUP HOLDINGS INC Communication Services 2,498.0 $522K 0.22% +1K +146.8% $208.98 -7.0%
64 FTSL FIRST TR EXCHANGE-TRADED FD 11,367.0 $522K 0.22% $45.88 -2.1%
65 HALO HALOZYME THERAPEUTICS INC Healthcare 7,395.0 $498K 0.21% -1K -14.2% $67.30 +1.8%
66 GE GE AEROSPACE Industrials 1,601.0 $493K 0.21% -1K -48.2% $307.98 -2.0%
67 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 2,769.0 $491K 0.21% +50.0 +1.8% $177.47 -33.6%
68 QQQ INVESCO QQQ TR Financial Services 777.0 $477K 0.20% $614.48 +16.3%
69 Z ZILLOW GROUP INC Communication Services 6,800.0 $464K 0.20% NEW $68.22 -46.5%
70 VZ VERIZON COMMUNICATIONS INC Communication Services 11,121.0 $453K 0.19% -2K -15.7% $40.73 +17.4%
71 BE BLOOM ENERGY CORP Industrials 5,209.0 $453K 0.19% NEW $86.89 +254.3%
72 IYH ISHARES TR 6,926.0 $451K 0.19% $65.10 -4.3%
73 RIOT RIOT PLATFORMS INC Financial Services 34,863.0 $442K 0.18% NEW $12.67 +86.8%
74 APH AMPHENOL CORP NEW Technology 3,208.0 $434K 0.18% +148.0 +4.8% $135.15 -7.6%
75 COST COSTCO WHSL CORP NEW Consumer Defensive 492.0 $424K 0.18% +175.0 +55.2% $861.58 +21.9%
76 GOOGL ALPHABET INC Communication Services 1,310.0 $410K 0.17% +35.0 +2.8% $313.01 +23.8%
77 HD HOME DEPOT INC Consumer Cyclical 1,178.0 $405K 0.17% -171.0 -12.7% $344.12 -8.8%
78 DSI ISHARES TR 3,086.0 $398K 0.17% $128.83 +9.3%
79 SMH VANECK ETF TRUST 1,099.0 $396K 0.17% -246.0 -18.3% $360.13 +57.6%
80 USFR WISDOMTREE TR 7,527.0 $379K 0.16% +2K +26.8% $50.32 +0.3%
Page 4 of 7  ·  135 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 28.4%
Financial Services 17.3%
Communication Services 13.6%
Industrials 12.4%
Healthcare 9.6%
Consumer Cyclical 8.5%
Utilities 4.7%
Consumer Defensive 4.1%
Energy 1.4%