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Portfolio (Quarterly) Guide ↗

MBA Advisors LLC

· CIK 0001848704
13F Portfolio $260M AUM 146 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 53 Added 43 Reduced 4 Exited
Page 3 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JEPQ J P MORGAN EXCHANGE TRADED F 24,681.0 $1.4M 0.53% +391.0 +1.6% $55.52 +9.8%
42 ASML ASML HLDG NV Technology 983.0 $1.3M 0.50% -189.0 -16.1% $1320.83 +21.6%
43 IBM INTERNATIONAL BUSINESS MACHS Technology 5,355.0 $1.3M 0.50% $242.39 +9.0%
44 MRK MERCK & CO INC Healthcare 10,737.0 $1.3M 0.50% -221.0 -2.0% $120.29 -0.3%
45 ABBV ABBVIE INC Healthcare 5,807.0 $1.3M 0.48% +679.0 +13.2% $217.48 +0.5%
46 NOBL PROSHARES TR 11,732.0 $1.2M 0.48% -840.0 -6.7% $106.01 -49.1%
47 VYM VANGUARD WHITEHALL FDS 7,948.0 $1.2M 0.45% +41.0 +0.5% $148.10 +6.9%
48 CVX CHEVRON CORPORATION Energy 5,563.0 $1.2M 0.44% +506.0 +10.0% $206.89 -11.5%
49 MCD MCDONALDS CORP Consumer Cyclical 3,638.0 $1.1M 0.43% $310.81 -10.6%
50 VZ VERIZON COMMUNICATIONS INC Communication Services 22,512.0 $1.1M 0.43% +2K +10.5% $50.20 -3.9%
51 GE GE AEROSPACE Industrials 3,885.0 $1.1M 0.42% $283.77 +13.1%
52 IJH ISHARES TR 16,299.0 $1.1M 0.42% -582.0 -3.5% $67.53 +10.2%
53 PEP PEPSICO INC Consumer Defensive 7,054.0 $1.1M 0.42% +283.0 +4.2% $155.29 -5.8%
54 AMGN AMGEN INC Healthcare 3,102.0 $1.1M 0.42% +133.0 +4.5% $351.85 -4.4%
55 SHYM BLACKROCK ETF TRUST II 49,354.0 $1.1M 0.42% +4K +9.2% $22.02 +1.1%
56 META META PLATFORMS INC Communication Services 1,842.0 $1.1M 0.41% $572.13 +11.0%
57 EVSM MORGAN STANLEY ETF TRUST 20,861.0 $1.0M 0.40% +561.0 +2.8% $50.19 +0.3%
58 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,502.0 $977K 0.38% -433.0 -22.4% $650.22 +16.1%
59 IVE ISHARES TR 4,385.0 $926K 0.36% $211.15 +8.1%
60 PG PROCTER & GAMBLE CO Consumer Defensive 6,363.0 $919K 0.35% -488.0 -7.1% $144.43 +1.0%
Page 3 of 8  ·  146 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 26.4%
Technology 19.3%
Healthcare 11.0%
Energy 9.3%
Communication Services 8.7%
Industrials 8.6%
Consumer Defensive 7.6%
Consumer Cyclical 5.4%
Utilities 2.7%
Basic Materials 0.6%