Myriad Asset Management Advisors LLC
CIK
2069031
Location
WEST PALM BEACH, FL
Portfolio Value
Small
$201,096,527
Diversification
Diversified
Filing Date
Global Rank
#3,841
/ 8,232
▼ 142
Top Industry
Semiconductors
19.8%
3Y Alpha vs SPY
-4.6%
Period ended 2 months ago
Filed Apr 30, 2026 · 44d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+7.8%
SPY
+9.1%
Annualised alpha
-4.6%
Max drawdown
−13.1%
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
45 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.1%
+2.2 pts
Top 5
44.1%
−0.3 pts
Top 10
58.6%
−3.9 pts
HHI
608
Diversified+33
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.7% | $51,678,883 |
| Financial Services | 18.6% | $37,402,881 |
| Unclassified | 18.1% | $36,303,225 |
| Basic Materials | 14.2% | $28,570,186 |
| Communication Services | 9.2% | $18,592,502 |
| Consumer Cyclical | 7.4% | $14,902,236 |
| Industrials | 6.0% | $12,151,706 |
| Energy | 0.7% | $1,494,908 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ASML | Asml Holding NV | +2,064 | 3,957 | $5,226,524 | |
| FCX | Freeport-Mcmoran Inc | +750 | 128,297 | $7,541,297 | |
| NVDA | Nvidia Corp | +538 | 100,752 | $17,571,148 | |
| BAC | Bank Of America Corp /De/ | +406 | 69,600 | $3,393,000 | |
| TECK | Teck Resources Ltd | +379 | 64,726 | $3,349,570 | |
| WFC | Wells Fargo & Company/Mn | +156 | 26,905 | $2,141,907 | |
| MP | MP Materials Corp. / DE | +144 | 24,473 | $1,181,066 | |
| LEN | Lennar Corp /New/ | +90 | 14,786 | $1,284,016 | |
| PHM | Pultegroup Inc/Mi/ | +90 | 15,253 | $1,793,905 | |
| LRCX | Lam Research Corp | +72 | 12,832 | $2,741,685 | |
| DHI | Horton D R Inc /De/ | +72 | 12,294 | $1,686,982 | |
| VMC | Vulcan Materials CO | +63 | 11,384 | $3,099,863 | |
| ETN | Eaton Corp plc | +54 | 9,611 | $3,437,566 | |
| AMD | Advanced Micro Devices Inc | +54 | 8,867 | $1,803,813 | |
| MLM | Martin Marietta Materials Inc | +36 | 5,440 | $3,202,419 | |
| CAT | Caterpillar Inc | +36 | 5,978 | $4,235,173 | |
| DE | Deere & Co | +18 | 3,425 | $1,929,302 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAUM | iShares Gold Trust Micro | −115,875 | 777,371 | $36,303,225 | |
| CCJ | Cameco Corp | −22,670 | 13,764 | $1,494,908 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −21,881 | 13,314 | $4,499,466 | |
| AMZN | Amazon Com Inc | −19,635 | 48,674 | $10,137,333 | |
| GOOGL | Alphabet Inc. | −7,237 | 47,450 | $13,644,722 | |
| MSFT | Microsoft Corp | −6,842 | 30,011 | $11,109,171 | |
| AVGO | Broadcom Inc. | −5,949 | 17,721 | $5,484,826 | |
| META | Meta Platforms, Inc. | −5,571 | 8,648 | $4,947,780 | |
| JPM | Jpmorgan Chase & Co | −4,692 | 19,123 | $5,625,221 | |
| MS | Morgan Stanley | −4,243 | 24,277 | $3,995,265 | |
| MU | Micron Technology Inc | −2,069 | 9,597 | $3,242,250 | |
| GS | Goldman Sachs Group Inc | −1,306 | 4,413 | $3,733,353 | |
| C | Citigroup Inc | −620 | 29,922 | $3,393,454 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BHP | BHP Group Ltd | 72,587 | $5,279,978 | |
| HSBC | Hsbc Holdings PLC | 41,198 | $3,398,423 | |
| VALE | Vale S.A. | 185,583 | $2,952,625 | |
| SAN | Banco Santander, S.A. | 179,100 | $2,020,248 | |
| AA | Alcoa Corp | 29,600 | $1,963,368 | |
| PNC | Pnc Financial Services Group, Inc. | 8,514 | $1,771,678 | |
| USB | US Bancorp De | 33,945 | $1,765,479 | |
| UNP | Union Pacific Corp | 6,880 | $1,669,225 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | 67,003 | $1,451,284 | |
| TFC | Truist Financial Corp | 27,141 | $1,247,671 | |
| FITB | Fifth Third Bancorp | 20,563 | $955,356 | |
| CSX | Csx Corp | 21,448 | $880,440 | |
| CFG | Citizens Financial Group Inc/Ri | 14,387 | $862,788 | |
| MTB | M&T Bank Corp | 4,120 | $851,686 | |
| HBAN | Huntington Bancshares Inc /Md/ | 50,867 | $796,068 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 55,606 | $8,150,727 | |
| NU | Nu Holdings Ltd. | 281,842 | $4,718,035 | |
| SE | Sea Ltd | 32,773 | $4,180,851 | |
| PDD | PDD Holdings Inc. | 35,106 | $3,980,669 | |
| BIDU | Baidu, Inc. | 17,556 | $2,293,866 | |
| GEV | GE Vernova Inc. | 3,033 | $1,982,277 | |
| UBER | Uber Technologies, Inc | 22,454 | $1,834,716 | |
| APP | AppLovin Corp | 2,362 | $1,591,562 | |
| NTES | NetEase, Inc. | 10,696 | $1,471,983 | |
| NEE | Nextera Energy Inc | 18,192 | $1,460,453 | |
| CEG | Constellation Energy Corp | 4,115 | $1,453,706 | |
| FUTU | Futu Holdings Ltd | 8,660 | $1,422,058 | |
| BLK | BlackRock, Inc. | 1,249 | $1,336,854 | |
| No positions match the current search. | ||||
45 positions ·
$201,096,527 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAUM |
iShares Gold Trust Micro
|
Reduced | 777,371 | $36,303,225 | 18.05% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 100,752 | $17,571,148 | 8.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 47,450 | $13,644,722 | 6.79% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 30,011 | $11,109,171 | 5.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 48,674 | $10,137,333 | 5.04% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 128,297 | $7,541,297 | 3.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 19,123 | $5,625,221 | 2.80% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 17,721 | $5,484,826 | 2.73% | |
| BHP |
BHP Group Ltd
Basic Materials
|
NEW | 72,587 | $5,279,978 | 2.63% | |
| ASML |
Asml Holding NV
Technology
|
Added | 3,957 | $5,226,524 | 2.60% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 8,648 | $4,947,780 | 2.46% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 13,314 | $4,499,466 | 2.24% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 5,978 | $4,235,173 | 2.11% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 24,277 | $3,995,265 | 1.99% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 4,413 | $3,733,353 | 1.86% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 9,611 | $3,437,566 | 1.71% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
NEW | 41,198 | $3,398,423 | 1.69% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 29,922 | $3,393,454 | 1.69% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 69,600 | $3,393,000 | 1.69% | |
| TECK |
Teck Resources Ltd
Basic Materials
|
Added | 64,726 | $3,349,570 | 1.67% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 9,597 | $3,242,250 | 1.61% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Added | 5,440 | $3,202,419 | 1.59% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Added | 11,384 | $3,099,863 | 1.54% | |
| VALE |
Vale S.A.
Basic Materials
|
NEW | 185,583 | $2,952,625 | 1.47% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 12,832 | $2,741,685 | 1.36% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 26,905 | $2,141,907 | 1.07% | |
| SAN |
Banco Santander, S.A.
Financial Services
|
NEW | 179,100 | $2,020,248 | 1.00% | |
| AA |
Alcoa Corp
Basic Materials
|
NEW | 29,600 | $1,963,368 | 0.98% | |
| DE |
Deere & Co
Industrials
|
Added | 3,425 | $1,929,302 | 0.96% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 8,867 | $1,803,813 | 0.90% | |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
Added | 15,253 | $1,793,905 | 0.89% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
NEW | 8,514 | $1,771,678 | 0.88% | |
| USB |
US Bancorp De
Financial Services
|
NEW | 33,945 | $1,765,479 | 0.88% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Added | 12,294 | $1,686,982 | 0.84% | |
| UNP |
Union Pacific Corp
Industrials
|
NEW | 6,880 | $1,669,225 | 0.83% | |
| CCJ |
Cameco Corp
Energy
|
Reduced | 13,764 | $1,494,908 | 0.74% | |
| BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
Financial Services
|
NEW | 67,003 | $1,451,284 | 0.72% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Added | 14,786 | $1,284,016 | 0.64% | |
| TFC |
Truist Financial Corp
Financial Services
|
NEW | 27,141 | $1,247,671 | 0.62% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
Added | 24,473 | $1,181,066 | 0.59% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
NEW | 20,563 | $955,356 | 0.48% | |
| CSX |
Csx Corp
Industrials
|
NEW | 21,448 | $880,440 | 0.44% | |
| CFG |
Citizens Financial Group Inc/Ri
Financial Services
|
NEW | 14,387 | $862,788 | 0.43% | |
| MTB |
M&T Bank Corp
Financial Services
|
NEW | 4,120 | $851,686 | 0.42% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
NEW | 50,867 | $796,068 | 0.40% |