Myriad Asset Management Advisors LLC

CIK

2069031

Location

WEST PALM BEACH, FL

Portfolio Value

Small $252,504,356

Diversification

Diversified

Filing Date

Global Rank

#4,044 / 8,618 ▲ 331

Top Industry

Semiconductors 16.8%

3Y Alpha vs SPY

-2.6%

Period ended 51 days ago

Filed Jul 20, 2026 · 31d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+10.7%

SPY

+12.6%

Annualised alpha

-4.0%

Max drawdown

−13.1%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.5%

−9.6 pts

Top 5

32.5%

−11.6 pts

Top 10

49.4%

−9.3 pts

HHI

364

Diversified−244

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.5%	$89,515,429	12
Financial Services	18.8%	$47,472,816	10
Basic Materials	9.6%	$24,338,070	6
Communication Services	9.4%	$23,846,112	2
Industrials	9.1%	$22,973,965	6
Healthcare	9.0%	$22,791,952	5
Consumer Cyclical	5.6%	$14,150,960	1
Energy	2.9%	$7,415,052	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
CSX	Csx Corp	+60,969	82,417	$3,917,280
C	Citigroup Inc	+13,688	43,610	$6,103,655
BAC	Bank Of America Corp /De/	+13,422	83,022	$4,730,593
AMZN	Amazon Com Inc	+10,699	59,373	$14,150,960
UNP	Union Pacific Corp	+10,624	17,504	$4,761,088
JPM	Jpmorgan Chase & Co	+8,089	27,212	$8,907,303
GOOGL	Alphabet Inc.	+6,667	54,117	$19,339,792
NVDA	Nvidia Corp	+6,501	107,253	$21,460,252
MS	Morgan Stanley	+4,601	28,878	$6,036,657
AVGO	Broadcom Inc.	+3,872	21,593	$8,156,755
DE	Deere & Co	+1,957	5,382	$3,413,964
VMC	Vulcan Materials CO	+1,658	13,042	$3,847,520
FCX	Freeport-Mcmoran Inc	+1,440	129,737	$8,159,159
GS	Goldman Sachs Group Inc	+919	5,332	$5,392,624
MLM	Martin Marietta Materials Inc	+821	6,261	$3,610,718
TECK	Teck Resources Ltd	+720	65,446	$3,891,419
CCJ	Cameco Corp	+154	13,918	$1,417,687
ETN	Eaton Corp plc	+105	9,716	$4,140,181
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
BHP	BHP Group Ltd	−41,285	31,302	$2,607,769
MU	Micron Technology Inc	−5,965	3,632	$4,192,381
LRCX	Lam Research Corp	−3,395	9,437	$4,089,335
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,289	12,025	$5,742,779
WFC	Wells Fargo & Company/Mn	−1,189	25,716	$2,125,170
CAT	Caterpillar Inc	−1,142	4,836	$5,149,856
MSFT	Microsoft Corp	−681	29,330	$10,940,676
META	Meta Platforms, Inc.	−648	8,000	$4,506,320
ASML	Asml Holding NV	−564	3,393	$6,750,169
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
AAPL	Apple Inc.	55,818	$16,151,496
LLY	ELI LILLY & Co	8,869	$10,637,745
V	Visa Inc.	19,794	$6,791,123
TMO	Thermo Fisher Scientific Inc.	8,737	$4,380,382
AMAT	Applied Materials Inc /De	5,560	$4,019,880
MUFG	Mitsubishi Ufj Financial Group Inc	161,926	$3,220,708
LNG	Cheniere Energy, Inc.	13,249	$3,166,643
GLW	Corning Inc /Ny	12,004	$3,066,181
DHR	Danaher Corp /De/	16,014	$3,050,346
ISRG	Intuitive Surgical Inc	7,235	$2,877,214
VLO	Valero Energy Corp/Tx	10,869	$2,830,722
MRVL	Marvell Technology, Inc.	9,479	$2,823,699
MA	Mastercard Inc	4,341	$2,229,537
NUE	Nucor Corp	9,973	$2,221,485
PANW	Palo Alto Networks Inc	6,222	$2,121,826
SMFG	Sumitomo Mitsui Financial Group, Inc.	82,080	$1,935,446
NVO	Novo Nordisk A S	38,512	$1,846,265
BE	Bloom Energy Corp	5,258	$1,591,596
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
IAUM	iShares Gold Trust Micro	777,371	$36,303,225
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
AMD	Advanced Micro Devices Inc	8,867	$1,803,813
PHM	Pultegroup Inc/Mi/	15,253	$1,793,905
PNC	Pnc Financial Services Group, Inc.	8,514	$1,771,678
USB	US Bancorp De	33,945	$1,765,479
DHI	Horton D R Inc /De/	12,294	$1,686,982
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	67,003	$1,451,284
LEN	Lennar Corp /New/	14,786	$1,284,016
TFC	Truist Financial Corp	27,141	$1,247,671
MP	MP Materials Corp. / DE	24,473	$1,181,066
FITB	Fifth Third Bancorp	20,563	$955,356
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.

Portfolio Positions

Compact Export CSV View 13F filing

45 tracked positions · $252,504,356 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	107,253	+6,501	$21,460,252	+22.1%	8.50%
GOOGL	Alphabet Inc. Communication Services	Added	54,117	+6,667	$19,339,792	+41.7%	7.66%
AAPL	Apple Inc. Technology	NEW	55,818	NEW	$16,151,496	NEW	6.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	59,373	+10,699	$14,150,960	+39.6%	5.60%
MSFT	Microsoft Corp Technology	Reduced	29,330	-681	$10,940,676	−1.5%	4.33%
LLY	ELI LILLY & Co Healthcare	NEW	8,869	NEW	$10,637,745	NEW	4.21%
JPM	Jpmorgan Chase & Co Financial Services	Added	27,212	+8,089	$8,907,303	+58.3%	3.53%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	129,737	+1,440	$8,159,159	+8.2%	3.23%
AVGO	Broadcom Inc. Technology	Added	21,593	+3,872	$8,156,755	+48.7%	3.23%
V	Visa Inc. Financial Services	NEW	19,794	NEW	$6,791,123	NEW	2.69%
ASML	Asml Holding NV Technology	Reduced	3,393	-564	$6,750,169	+29.2%	2.67%
C	Citigroup Inc Financial Services	Added	43,610	+13,688	$6,103,655	+79.9%	2.42%
MS	Morgan Stanley Financial Services	Added	28,878	+4,601	$6,036,657	+51.1%	2.39%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	12,025	-1,289	$5,742,779	+27.6%	2.27%
GS	Goldman Sachs Group Inc Financial Services	Added	5,332	+919	$5,392,624	+44.4%	2.14%
CAT	Caterpillar Inc Industrials	Reduced	4,836	-1,142	$5,149,856	+21.6%	2.04%
UNP	Union Pacific Corp Industrials	Added	17,504	+10,624	$4,761,088	+185.2%	1.89%
BAC	Bank Of America Corp /De/ Financial Services	Added	83,022	+13,422	$4,730,593	+39.4%	1.87%
META	Meta Platforms, Inc. Communication Services	Reduced	8,000	-648	$4,506,320	−8.9%	1.78%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	8,737	NEW	$4,380,382	NEW	1.73%
MU	Micron Technology Inc Technology	Reduced	3,632	-5,965	$4,192,381	+29.3%	1.66%
ETN	Eaton Corp plc Industrials	Added	9,716	+105	$4,140,181	+20.4%	1.64%
LRCX	Lam Research Corp Technology	Reduced	9,437	-3,395	$4,089,335	+49.2%	1.62%
AMAT	Applied Materials Inc /De Technology	NEW	5,560	NEW	$4,019,880	NEW	1.59%
CSX	Csx Corp Industrials	Added	82,417	+60,969	$3,917,280	+344.9%	1.55%
TECK	Teck Resources Ltd Basic Materials	Added	65,446	+720	$3,891,419	+16.2%	1.54%
VMC	Vulcan Materials CO Basic Materials	Added	13,042	+1,658	$3,847,520	+24.1%	1.52%
MLM	Martin Marietta Materials Inc Basic Materials	Added	6,261	+821	$3,610,718	+12.7%	1.43%
DE	Deere & Co Industrials	Added	5,382	+1,957	$3,413,964	+77.0%	1.35%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	NEW	161,926	NEW	$3,220,708	NEW	1.28%
LNG	Cheniere Energy, Inc. Energy	NEW	13,249	NEW	$3,166,643	NEW	1.25%
GLW	Corning Inc /Ny Technology	NEW	12,004	NEW	$3,066,181	NEW	1.21%
DHR	Danaher Corp /De/ Healthcare	NEW	16,014	NEW	$3,050,346	NEW	1.21%
ISRG	Intuitive Surgical Inc Healthcare	NEW	7,235	NEW	$2,877,214	NEW	1.14%
VLO	Valero Energy Corp/Tx Energy	NEW	10,869	NEW	$2,830,722	NEW	1.12%
MRVL	Marvell Technology, Inc. Technology	NEW	9,479	NEW	$2,823,699	NEW	1.12%
BHP	BHP Group Ltd Basic Materials	Reduced	31,302	-41,285	$2,607,769	−50.6%	1.03%
MA	Mastercard Inc Financial Services	NEW	4,341	NEW	$2,229,537	NEW	0.88%
NUE	Nucor Corp Basic Materials	NEW	9,973	NEW	$2,221,485	NEW	0.88%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	25,716	-1,189	$2,125,170	−0.8%	0.84%
PANW	Palo Alto Networks Inc Technology	NEW	6,222	NEW	$2,121,826	NEW	0.84%
SMFG	Sumitomo Mitsui Financial Group, Inc. Financial Services	NEW	82,080	NEW	$1,935,446	NEW	0.77%
NVO	Novo Nordisk A S Healthcare	NEW	38,512	NEW	$1,846,265	NEW	0.73%
BE	Bloom Energy Corp Industrials	NEW	5,258	NEW	$1,591,596	NEW	0.63%
CCJ	Cameco Corp Energy	Added	13,918	+154	$1,417,687	−5.2%	0.56%

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.