Mutual Advisors, LLC
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
622 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.4% | $487,879,572 |
| Unclassified | 18.4% | $367,392,110 |
| Financial Services | 14.5% | $289,669,394 |
| Healthcare | 7.7% | $153,724,383 |
| Industrials | 6.8% | $136,061,481 |
| Consumer Cyclical | 6.7% | $134,786,534 |
| Communication Services | 5.5% | $110,241,414 |
| Consumer Defensive | 5.4% | $106,939,237 |
| Energy | 5.3% | $105,654,021 |
| Real Estate | 2.5% | $50,900,570 |
| Utilities | 1.4% | $28,806,554 |
| Basic Materials | 1.3% | $25,280,353 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EGY | Vaalco Energy Inc /De/ | +99,336 | 134,005 | $849,591 | |
| LYG | Lloyds Banking Group plc | +68,303 | 78,472 | $394,714 | |
| OWL | Blue Owl Capital Inc. | +29,696 | 80,888 | $738,507 | |
| NFLX | Netflix Inc | +29,090 | 170,749 | $16,417,516 | |
| HRB | H&R Block Inc | +27,666 | 38,744 | $1,229,734 | |
| CHI | Calamos Convertible Opportunities & Income Fund | +22,416 | 51,577 | $553,936 | |
| OHI | Omega Healthcare Investors Inc | +21,687 | 362,082 | $15,866,433 | |
| GIS | General Mills Inc | +21,463 | 141,109 | $5,252,076 | |
| SBUX | Starbucks Corp | +21,164 | 68,672 | $6,152,324 | |
| NVO | Novo Nordisk A S | +20,934 | 69,457 | $2,552,544 | |
| NMZ | Nuveen Municipal High Income Opportunity Fund | +20,331 | 41,018 | $425,766 | |
| WMT | Walmart Inc. | +18,736 | 142,124 | $17,663,170 | |
| MSFT | Microsoft Corp | +17,610 | 241,144 | $89,264,274 | |
| KRP | Kimbell Royalty Partners, LP | +17,466 | 123,100 | $1,781,257 | |
| RCS | Pimco Strategic Income Fund, Inc. | +14,105 | 30,794 | $165,055 | |
| GOF | Guggenheim Strategic Opportunities Fund | +12,668 | 107,787 | $1,187,812 | |
| NUV | Nuveen Municipal Value Fund Inc | +11,044 | 22,192 | $199,506 | |
| IBIT | iShares Bitcoin Trust ETF | +10,490 | 196,919 | $7,565,627 | |
| WU | Western Union CO | +10,018 | 22,853 | $199,506 | |
| QQQ | Invesco Qqq Trust, Series 1 | +9,392 | 78,030 | $45,037,355 | |
| NCA | Nuveen California Municipal Value Fund | +8,731 | 48,258 | $452,660 | |
| ETHA | iShares Ethereum Trust ETF | +8,049 | 66,223 | $1,048,310 | |
| CMG | Chipotle Mexican Grill Inc | +8,026 | 30,732 | $983,731 | |
| ETX | Eaton Vance Municipal Income 2028 Term Trust | +7,700 | 18,583 | $341,183 | |
| MU | Micron Technology Inc | +7,599 | 23,028 | $7,779,779 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JOBY | Joby Aviation, Inc. | −121,683 | 23,105 | $190,847 | |
| IAU | Ishares Gold Trust | −94,617 | 67,465 | $5,947,714 | |
| BMY | Bristol Myers Squibb Co | −65,684 | 43,415 | $2,633,119 | |
| CEF | Sprott Physical Gold & Silver Trust | −65,079 | 94,822 | $4,524,905 | |
| TWI | Titan International Inc | −52,393 | 60,984 | $421,399 | |
| SLV | iShares Silver Trust | −48,509 | 94,324 | $6,427,237 | |
| SMR | NUSCALE POWER Corp | −41,445 | 12,104 | $131,207 | |
| SOFI | SoFi Technologies, Inc. | −40,928 | 65,502 | $1,040,171 | |
| MTUS | Metallus Inc. | −33,897 | 32,119 | $524,824 | |
| T | At&T Inc. | −32,626 | 197,703 | $5,731,409 | |
| SIVR | abrdn Silver ETF Trust | −28,716 | 26,049 | $1,865,368 | |
| GRAL | GRAIL, Inc. | −25,136 | 4,000 | $206,720 | |
| VZ | Verizon Communications Inc | −23,292 | 159,233 | $7,993,496 | |
| TGT | Target Corp | −21,889 | 25,966 | $3,147,079 | |
| TEI | Templeton Emerging Markets Income Fund | −20,110 | 244,450 | $1,469,144 | |
| CARR | CARRIER GLOBAL Corp | −19,520 | 10,704 | $602,742 | |
| DINO | HF Sinclair Corp | −18,266 | 6,392 | $398,796 | |
| ASTS | AST SpaceMobile, Inc. | −17,703 | 20,687 | $1,714,331 | |
| LBRT | Liberty Energy Inc. | −17,166 | 51,442 | $1,481,529 | |
| TMC | TMC the metals Co Inc. | −17,154 | 202,109 | $943,849 | |
| SYM | Symbotic Inc. | −16,462 | 19,099 | $1,016,066 | |
| AAPL | Apple Inc. | −14,796 | 639,342 | $162,258,606 | |
| O | Realty Income Corp | −14,488 | 82,751 | $5,062,706 | |
| GOOGL | Alphabet Inc. | −14,046 | 124,316 | $35,748,308 | |
| APH | Amphenol Corp /De/ | −13,475 | 6,987 | $882,807 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UUP | Invesco DB US Dollar Index Bullish Fund | 118,084 | $3,280,373 | |
| FIX | Comfort Systems USA Inc | 1,239 | $1,708,568 | |
| DY | Dycom Industries Inc | 3,888 | $1,317,332 | |
| HBAN | Huntington Bancshares Inc /Md/ | 82,629 | $1,293,143 | |
| DLX | Deluxe Corp | 45,595 | $1,255,686 | |
| GILT | Gilat Satellite Networks Ltd | 80,017 | $1,201,855 | |
| ARW | Arrow Electronics, Inc. | 8,156 | $1,169,651 | |
| URI | United Rentals, Inc. | 1,559 | $1,135,825 | |
| AZN | Astrazeneca PLC | 5,724 | $1,128,887 | |
| IMKTA | Ingles Markets Inc | 11,578 | $1,040,746 | |
| LMND | Lemonade, Inc. | 15,656 | $981,318 | |
| HMY | Harmony Gold Mining Co Ltd | 63,606 | $977,624 | |
| COR | Cencora, Inc. | 2,974 | $934,252 | |
| MHD | Blackrock Muniholdings Fund, Inc. | 82,168 | $926,855 | |
| SCL | Stepan Co | 17,852 | $892,242 | |
| NOV | NOV Inc. | 46,421 | $873,179 | |
| COMP | Compass, Inc. | 117,089 | $855,920 | |
| SLI | Standard Lithium Ltd. | 241,825 | $824,623 | |
| NSP | Insperity, Inc. | 30,099 | $813,876 | |
| MOH | Molina Healthcare, Inc. | 5,963 | $794,867 | |
| OSCR | Oscar Health, Inc. | 61,631 | $706,907 | |
| CFFN | Capitol Federal Financial, Inc. | 79,189 | $564,617 | |
| BNO | United States Brent Oil Fund, LP | 10,486 | $545,376 | |
| AEM | Agnico Eagle Mines Ltd | 2,645 | $536,882 | |
| SNDK | Sandisk Corp | 836 | $531,144 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SAH | Sonic Automotive Inc | 17,395 | $1,076,054 | |
| QBTS | D-Wave Quantum Inc. | 38,795 | $1,014,489 | |
| SANM | Sanmina Corp | 6,751 | $1,013,122 | |
| CGNX | Cognex Corp | 26,061 | $937,674 | |
| LYFT | Lyft, Inc. | 42,912 | $831,205 | |
| MARA | MARA Holdings, Inc. | 86,106 | $773,231 | |
| DK | Delek US Holdings, Inc. | 24,999 | $741,470 | |
| CWK | Cushman & Wakefield Ltd. | 45,498 | $736,612 | |
| CLW | Clearwater Paper Corp | 40,974 | $712,947 | |
| ABG | Asbury Automotive Group Inc | 3,012 | $700,380 | |
| PGY | Pagaya Technologies Ltd. | 32,867 | $686,920 | |
| ALLY | Ally Financial Inc. | 13,977 | $633,018 | |
| CRCL | Circle Internet Group, Inc. | 7,469 | $592,291 | |
| WKC | World Kinect Corp | 21,281 | $498,613 | |
| TTD | Trade Desk, Inc. | 13,063 | $495,871 | |
| USAR | USA Rare Earth, Inc. | 41,477 | $493,576 | |
| ARQT | Arcutis Biotherapeutics, Inc. | 10,828 | $314,445 | |
| DVN | Devon Energy Corp/De | 8,379 | $306,922 | |
| APPF | Appfolio Inc | 1,288 | $299,653 | |
| JD | JD.com, Inc. | 10,324 | $296,298 | |
| ZTS | Zoetis Inc. | 2,211 | $278,188 | |
| XYZ | Block, Inc. | 4,229 | $275,265 | |
| SAP | Sap SE | 1,063 | $258,213 | |
| RDNT | RadNet, Inc. | 3,570 | $254,719 | |
| BAH | Booz Allen Hamilton Holding Corp | 3,007 | $253,670 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
PUT
+ SHARES
|
Added | 400,729 | $260,610,097 | 13.05% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 639,342 | $162,258,606 | 8.12% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 214,305 | $102,694,956 | 5.14% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 241,144 | $89,264,274 | 4.47% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 68,302 | $62,822,130 | 3.15% | |
| NVDA |
Nvidia Corp
PUT
+ SHARES
Technology
|
Added | 347,618 | $60,624,579 | 3.04% | |
| AMZN |
Amazon Com Inc
PUT
+ SHARES
Consumer Cyclical
|
Added | 226,418 | $47,156,076 | 2.36% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 78,030 | $45,037,355 | 2.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 124,316 | $35,748,308 | 1.79% | |
| META |
Meta Platforms, Inc.
PUT
+ SHARES
Communication Services
|
Added | 54,225 | $31,023,749 | 1.55% | |
| JPM |
Jpmorgan Chase & Co
PUT
+ SHARES
Financial Services
|
Added | 98,672 | $29,025,355 | 1.45% | |
| TSLA |
Tesla, Inc.
PUT
CALL
+ SHARES
Consumer Cyclical
|
Reduced | 66,784 | $24,826,952 | 1.24% | |
| CBSH |
Commerce Bancshares Inc /Mo/
Financial Services
|
Added | 492,702 | $24,240,938 | 1.21% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 23,827 | $23,741,937 | 1.19% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 72,222 | $22,353,431 | 1.12% | |
| CVX |
Chevron Corp
Energy
|
Added | 92,784 | $19,197,009 | 0.96% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 105,555 | $17,908,461 | 0.90% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 142,124 | $17,663,170 | 0.88% | |
| NFLX |
Netflix Inc
PUT
+ SHARES
Communication Services
|
Added | 170,749 | $16,417,516 | 0.82% | |
| GLD |
Spdr Gold Trust
|
Added | 37,358 | $16,074,773 | 0.80% | |
| OHI |
Omega Healthcare Investors Inc
Real Estate
|
Added | 362,082 | $15,866,433 | 0.79% | |
| CAT |
Caterpillar Inc
PUT
+ SHARES
Industrials
|
Added | 19,621 | $13,900,693 | 0.70% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 55,374 | $13,535,620 | 0.68% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Added | 129,055 | $13,181,677 | 0.66% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 43,428 | $13,125,678 | 0.66% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 152,164 | $11,806,404 | 0.59% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 54,332 | $11,052,758 | 0.55% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 29,037 | $9,549,978 | 0.48% | |
| PLTR |
Palantir Technologies Inc.
PUT
+ SHARES
Technology
|
Reduced | 64,160 | $9,385,324 | 0.47% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 77,619 | $9,336,789 | 0.47% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 35,546 | $8,615,994 | 0.43% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 57,379 | $8,287,822 | 0.41% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 55,240 | $8,126,356 | 0.41% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 123,032 | $8,118,881 | 0.41% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 159,233 | $7,993,496 | 0.40% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 80,052 | $7,875,515 | 0.39% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 206,995 | $7,832,690 | 0.39% | |
| MU |
Micron Technology Inc
Technology
|
Added | 23,028 | $7,779,779 | 0.39% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 196,919 | $7,565,627 | 0.38% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 39,218 | $7,565,152 | 0.38% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 12,255 | $7,406,799 | 0.37% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 21,832 | $7,378,124 | 0.37% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 31,724 | $6,899,652 | 0.35% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 41,485 | $6,859,129 | 0.34% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 234,859 | $6,594,840 | 0.33% | |
| SLV |
iShares Silver Trust
CALL
+ SHARES
|
Reduced | 94,324 | $6,427,237 | 0.32% | |
| BA |
Boeing Co
Industrials
|
Added | 32,000 | $6,368,960 | 0.32% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 346,554 | $6,244,903 | 0.31% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 68,672 | $6,152,324 | 0.31% | |
| JCI |
Johnson Controls International plc
Industrials
|
Added | 46,863 | $6,136,709 | 0.31% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.