Macro Advisors, Inc.

CIK

1821406

Location

YORK, PA

Portfolio Value

Small $313,713,224

Diversification

Diversified

Filing Date

Global Rank

#5,097 / 8,793 ▲ 85 · as of Jun 2026

Top Industry

Consumer Electronics 24.1%

3Y Alpha vs SPY

-3.9%

Period ended 3 months ago

Filed Aug 11, 2026 · 52d

2 quarters · since Mar 2026

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

26.7%

−7.6 pts

Top 5

68.5%

−5.7 pts

Top 10

88.1%

−1.1 pts

HHI

1,301

Diversified−383

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.9%	$300,777,594	20
Technology	2.1%	$6,594,657	6
Basic Materials	0.7%	$2,063,451	2
Communication Services	0.5%	$1,486,729	2
Consumer Cyclical	0.4%	$1,147,690	2
Financial Services	0.3%	$1,046,476	3
Industrials	0.1%	$356,741	1
Healthcare	0.1%	$239,886	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	+301,241	929,607	$47,019,522
BCLO	iShares BBB-B CLO Active ETF	+140,279	300,843	$15,616,760
BAI	iShares A.I. Innovation and Tech Active ETF	+95,225	620,781	$42,219,315
VB	Vanguard Morningstar Small-Cap ETF	+9,512	65,921	$14,531,202
FNDA	Schwab Fundamental U.S. Small Company ETF	+6,115	102,419	$3,465,858
AMZA	InfraCap MLP ETF	+5,279	82,502	$6,743,713
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+4,621	74,910	$14,089,821
AIRR	First Trust RBA American Industrial Renaissance ETF	+3,911	52,953	$7,055,987
NVDA	Nvidia Corp	+701	8,096	$1,619,928
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+381	57,528	$10,344,156
AMZN	Amazon Com Inc	+361	3,213	$765,786
AAPL	Apple Inc.	+114	10,793	$3,123,062
TSLA	Tesla, Inc.	+93	908	$381,904
FCX	Freeport-Mcmoran Inc	+85	32,472	$2,042,164
GOOGL	Alphabet Inc.	+76	3,153	$1,126,787
META	Meta Platforms, Inc.	+65	639	$359,942
BNDW	Vanguard Total World Bond ETF	+51	4,209	$347,873
AVGO	Broadcom Inc.	+14	1,303	$492,208
CAT	Caterpillar Inc	+1	335	$356,741
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
AFGR	First Trust Active Factor Large Cap Growth ETF	−80,354	2,434,998	$83,664,597
BKF	iShares MSCI BIC ETF	−26,819	77,817	$19,627,781
SPY	Spdr S&P 500 ETF Trust	−5,634	4,099	$3,061,010
—		−1,335	17,249	$1,549,822
MSFT	Microsoft Corp	−546	1,941	$724,031
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−318	61,206	$3,991,456
PNC	Pnc Financial Services Group, Inc.	−293	1,039	$255,822
JPM	Jpmorgan Chase & Co	−101	766	$250,734
QQQ	Invesco Qqq Trust, Series 1	−100	861	$634,040
BRK-B	Berkshire Hathaway Inc	−34	1,079	$539,920
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	1,072,608	$22,299,520
MU	Micron Technology Inc	320	$369,372
VXUS	Vanguard Total International Stock ETF	3,490	$298,360
AMD	Advanced Micro Devices Inc	458	$266,056
LLY	ELI LILLY & Co	200	$239,886
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	5,265	$203,123
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	11,356	$1,926,658
STT	State Street Corp	6,288	$310,438
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 tracked positions · $313,713,224 total · filing declares 45 positions · $313,712,419 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	2,434,998	-80,354	$83,664,597	+5.6%	26.67%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Added	929,607	+301,241	$47,019,522	+47.8%	14.99%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	620,781	+95,225	$42,219,315	+38.1%	13.46%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	NEW	1,072,608	NEW	$22,299,520	NEW	7.11%
BKF	iShares MSCI BIC ETF	Reduced	77,817	-26,819	$19,627,781	+3.4%	6.26%
BCLO	iShares BBB-B CLO Active ETF	Added	300,843	+140,279	$15,616,760	+87.6%	4.98%
VB	Vanguard Morningstar Small-Cap ETF	Added	65,921	+9,512	$14,531,202	+31.3%	4.63%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	74,910	+4,621	$14,089,821	—	4.49%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	57,528	+381	$10,344,156	+21.6%	3.30%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	52,953	+3,911	$7,055,987	+29.9%	2.25%
AMZA	InfraCap MLP ETF	Added	82,502	+5,279	$6,743,713	+9.3%	2.15%
EDV	Vanguard World Funds Extended Duration ETF	Held	24,556	0	$4,013,678	+12.8%	1.28%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	61,206	-318	$3,991,456	+12.2%	1.27%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	102,419	+6,115	$3,465,858	+23.5%	1.10%
AAPL	Apple Inc. Technology	Added	10,793	+114	$3,123,062	+15.2%	1.00%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,099	-5,634	$3,061,010	−51.6%	0.98%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	32,472	+85	$2,042,164	+7.3%	0.65%
NVDA	Nvidia Corp Technology	Added	8,096	+701	$1,619,928	+25.6%	0.52%
		Reduced	17,249	-1,335	$1,549,822	+33.0%	0.49%
GOOGL	Alphabet Inc. Communication Services	Added	3,153	+76	$1,126,787	+27.3%	0.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,213	+361	$765,786	+28.9%	0.24%
MSFT	Microsoft Corp Technology	Reduced	1,941	-546	$724,031	−21.4%	0.23%
QQQ	Invesco Qqq Trust, Series 1	Reduced	861	-100	$634,040	+14.3%	0.20%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,079	-34	$539,920	+1.2%	0.17%
AVGO	Broadcom Inc. Technology	Added	1,303	+14	$492,208	+23.4%	0.16%
TSLA	Tesla, Inc. Consumer Cyclical	Added	908	+93	$381,904	+26.1%	0.12%
MU	Micron Technology Inc Technology	NEW	320	NEW	$369,372	NEW	0.12%
META	Meta Platforms, Inc. Communication Services	Added	639	+65	$359,942	+9.6%	0.11%
CAT	Caterpillar Inc Industrials	Added	335	+1	$356,741	+50.8%	0.11%
BNDW	Vanguard Total World Bond ETF	Added	4,209	+51	$347,873	+1.1%	0.11%
VXUS	Vanguard Total International Stock ETF	NEW	3,490	NEW	$298,360	NEW	0.10%
AMD	Advanced Micro Devices Inc Technology	NEW	458	NEW	$266,056	NEW	0.08%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	1,039	-293	$255,822	−7.7%	0.08%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	766	-101	$250,734	−1.7%	0.08%
LLY	ELI LILLY & Co Healthcare	NEW	200	NEW	$239,886	NEW	0.08%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	NEW	5,265	NEW	$203,123	NEW	0.06%
NAK	Northern Dynasty Minerals Ltd Basic Materials	Held	11,087	0	$21,287	+37.1%	0.01%

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.