MKT Advisors LLC
Filing Date
Global Rank
#5,751
/ 8,586
▼ 12
Top Industry
Semiconductors
9.3%
3Y Alpha vs SPY
-3.5%
Period ended 3 months ago
Filed Apr 10, 2026 · 2mo
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.3%
SPY
+78.1%
Annualised alpha
-3.5%
Max drawdown
−16.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
79 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
32.5%
+0.5 pts
Top 5
55.9%
+0.2 pts
Top 10
65.7%
+0.6 pts
HHI
1,339
Diversified+43
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 50.5% | $49,527,169 |
| Technology | 11.7% | $11,501,061 |
| Financial Services | 8.6% | $8,432,189 |
| Healthcare | 5.7% | $5,556,032 |
| Consumer Cyclical | 5.0% | $4,884,368 |
| Utilities | 4.9% | $4,773,574 |
| Consumer Defensive | 4.6% | $4,521,112 |
| Communication Services | 3.8% | $3,771,193 |
| Industrials | 2.5% | $2,438,891 |
| Energy | 2.0% | $1,924,954 |
| Real Estate | 0.4% | $425,769 |
| Basic Materials | 0.2% | $239,288 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ORLY | O Reilly Automotive Inc | +889 | 3,274 | $302,222 | |
| AFL | Aflac Inc | +43 | 9,517 | $1,044,110 | |
| JNJ | Johnson & Johnson | +13 | 1,841 | $450,014 | |
| PFE | Pfizer Inc | +11 | 16,015 | $449,701 | |
| SYY | Sysco Corp | +5 | 5,149 | $367,278 | |
| NVDA | Nvidia Corp | +4 | 7,802 | $1,360,668 | |
| CAT | Caterpillar Inc | +4 | 672 | $476,085 | |
| V | Visa Inc. | +3 | 960 | $290,150 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OKE | Oneok Inc /New/ | −5,545 | 4,464 | $403,500 | |
| CHY | Calamos Convertible & High Income Fund | −5,423 | 31,042 | $338,047 | |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | −4,100 | 29,011 | $251,235 | |
| EPD | Enterprise Products Partners L.P. | −3,400 | 6,525 | $246,906 | |
| PPL | PPL Corp | −2,988 | 14,402 | $550,156 | |
| JPC | Nuveen Preferred & Income Opportunities Fund | −2,688 | 10,700 | $80,678 | |
| RIO | Rio Tinto PLC | −2,275 | 2,565 | $239,288 | |
| NKX | Nuveen California Amt-Free Quality Municipal Income Fund | −2,051 | 28,883 | $343,707 | |
| T | At&T Inc. | −1,200 | 9,461 | $274,274 | |
| AEP | American Electric Power Co Inc | −1,113 | 5,148 | $674,799 | |
| SPY | Spdr S&P 500 ETF Trust | −1,056 | 48,925 | $31,817,884 | |
| WFC | Wells Fargo & Company/Mn | −1,035 | 3,205 | $255,150 | |
| CME | Cme Group Inc. | −858 | 750 | $221,512 | |
| MRK | Merck & Co., Inc. | −835 | 4,919 | $591,706 | |
| DUK | Duke Energy CORP | −757 | 2,220 | $290,686 | |
| AMZN | Amazon Com Inc | −750 | 8,131 | $1,693,443 | |
| SBUX | Starbucks Corp | −741 | 6,577 | $589,233 | |
| FE | Firstenergy Corp | −700 | 4,089 | $207,148 | |
| BMY | Bristol Myers Squibb Co | −695 | 5,938 | $360,139 | |
| VZ | Verizon Communications Inc | −629 | 9,775 | $490,705 | |
| PG | PROCTER & GAMBLE Co | −589 | 2,953 | $426,531 | |
| NEE | Nextera Energy Inc | −588 | 6,291 | $584,308 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −544 | 31,015 | $14,365,837 | |
| GLDM | World Gold Trust | −541 | 7,258 | $672,744 | |
| RTX | RTX Corp | −452 | 2,449 | $472,412 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MHD | Blackrock Muniholdings Fund, Inc. | 10,638 | $119,996 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ORCL | Oracle Corp | 1,302 | $253,772 | |
| HD | Home Depot, Inc. | 621 | $213,686 | |
| SHEL | Shell plc | 2,900 | $213,092 | |
| DIS | Walt Disney Co | 1,868 | $212,522 | |
| MA | Mastercard Inc | 365 | $208,371 | |
| MAIN | Main Street Capital CORP | 3,427 | $206,956 | |
| D | Dominion Energy, Inc | 3,478 | $203,776 | |
| No positions match the current search. | ||||
79 positions ·
$97,995,600 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 79 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPC |
Nuveen Preferred & Income Opportunities Fund
Financial Services
|
Reduced | 10,700 | $80,678 | 0.08% | |
| MHD |
Blackrock Muniholdings Fund, Inc.
Financial Services
|
NEW | 10,638 | $119,996 | 0.12% | |
| FE |
Firstenergy Corp
Utilities
|
Reduced | 4,089 | $207,148 | 0.21% | |
| ITT |
Itt Inc.
Industrials
|
Reduced | 1,100 | $209,583 | 0.21% | |
| JEF |
Jefferies Financial Group Inc.
Financial Services
|
Held | 5,275 | $217,699 | 0.22% | |
| CME |
Cme Group Inc.
Financial Services
|
Reduced | 750 | $221,512 | 0.23% | |
| BA |
Boeing Co
Industrials
|
Reduced | 1,161 | $231,073 | 0.24% | |
| INTC |
Intel Corp
Technology
|
Reduced | 5,295 | $233,668 | 0.24% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Reduced | 2,565 | $239,288 | 0.24% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 3,157 | $240,089 | 0.24% | |
| USB |
US Bancorp \De\
Financial Services
|
Held | 4,683 | $243,562 | 0.25% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 6,525 | $246,906 | 0.25% | |
| EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Financial Services
|
Reduced | 29,011 | $251,235 | 0.26% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 1,046 | $253,539 | 0.26% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 3,280 | $254,495 | 0.26% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 3,205 | $255,150 | 0.26% | |
| SATS |
EchoStar CORP
Communication Services
|
Held | 2,207 | $258,373 | 0.26% | |
| NAC |
Nuveen California Quality Municipal Income Fund
Financial Services
|
Held | 22,901 | $266,796 | 0.27% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 9,461 | $274,274 | 0.28% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 2,435 | $280,000 | 0.29% | |
| V |
Visa Inc.
Financial Services
|
Added | 960 | $290,150 | 0.30% | |
| HSIC |
Henry Schein Inc
Healthcare
|
Held | 3,942 | $290,525 | 0.30% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 2,220 | $290,686 | 0.30% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 3,039 | $292,199 | 0.30% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 2,415 | $292,698 | 0.30% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 3,013 | $296,418 | 0.30% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Added | 3,274 | $302,222 | 0.31% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 888 | $330,114 | 0.34% | |
| CHY |
Calamos Convertible & High Income Fund
Financial Services
|
Reduced | 31,042 | $338,047 | 0.34% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 1,159 | $338,057 | 0.34% | |
| NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
Financial Services
|
Reduced | 28,883 | $343,707 | 0.35% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 5,938 | $360,139 | 0.37% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 5,149 | $367,278 | 0.37% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 5,156 | $370,303 | 0.38% | |
| OKE |
Oneok Inc /New/
Energy
|
Reduced | 4,464 | $403,500 | 0.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 713 | $407,928 | 0.42% | |
| BSRR |
Sierra Bancorp
Financial Services
|
Held | 12,320 | $417,894 | 0.43% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Reduced | 6,265 | $425,769 | 0.43% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,953 | $426,531 | 0.44% | |
| SO |
Southern Co
Utilities
|
Reduced | 4,615 | $445,439 | 0.45% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 16,015 | $449,701 | 0.46% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,841 | $450,014 | 0.46% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 539 | $466,429 | 0.48% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 2,449 | $472,412 | 0.48% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 672 | $476,085 | 0.49% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 9,902 | $482,722 | 0.49% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 9,775 | $490,705 | 0.50% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 3,296 | $544,960 | 0.56% | |
| PPL |
PPL Corp
Utilities
|
Reduced | 14,402 | $550,156 | 0.56% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 6,291 | $584,308 | 0.60% |