Myriad Asset Management Advisors LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 64.2%; sector active share 31.1% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 40.4% | $171,270,551 |
| Technology | 21.1% | $89,515,429 |
| Financial Services | 11.2% | $47,472,816 |
| Basic Materials | 5.7% | $24,338,070 |
| Communication Services | 5.6% | $23,846,112 |
| Industrials | 5.4% | $22,973,965 |
| Healthcare | 5.4% | $22,791,952 |
| Consumer Cyclical | 3.3% | $14,150,960 |
| Energy | 1.7% | $7,415,052 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | +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| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IEMG | iShares Trust | −149,277 | 991,726 | $82,154,581 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | −79,233 | 665,140 | $68,043,822 | |
| 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 | −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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAPL | Apple Inc. | 55,818 | $16,151,496 | |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND | 87,623 | $10,639,184 | |
| LLY | ELI LILLY & Co | 8,869 | $10,637,745 | |
| RSP | Victory Portfolios II | 49,034 | $10,432,964 | |
| V | Visa Inc. | 19,794 | $6,791,123 | |
| TMO | Thermo Fisher Scientific Inc. | 8,737 | $4,380,382 | |
| AMAT | Applied Materials Inc | 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 | 12,004 | $3,066,181 | |
| DHR | Danaher Corp | 16,014 | $3,050,346 | |
| ISRG | Intuitive Surgical Inc | 7,235 | $2,877,214 | |
| VLO | Valero Energy Corp | 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | 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 | 12,294 | $1,686,982 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | 67,003 | $1,451,284 | |
| LEN | Lennar Corp | 14,786 | $1,284,016 | |
| TFC | Truist Financial Corp | 27,141 | $1,247,671 | |
| MP | MP Materials Corp. | 24,473 | $1,181,066 | |
| FITB | Fifth Third Bancorp | 20,563 | $955,356 | |
| CFG | Citizens Financial Group Inc | 14,387 | $862,788 | |
| MTB | M&T Bank Corp | 4,120 | $851,686 | |
| HBAN | Huntington Bancshares Inc | 50,867 | $796,068 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IEMG |
iShares Trust
|
Reduced | 991,726 | $82,154,581 | 19.39% | |
| EMXC |
iShares MSCI Emerging Markets ex China ETF
|
Reduced | 665,140 | $68,043,822 | 16.06% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 107,253 | $21,460,252 | 5.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 54,117 | $19,339,792 | 4.56% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 55,818 | $16,151,496 | 3.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 59,373 | $14,150,960 | 3.34% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 29,330 | $10,940,676 | 2.58% | |
| VTWO |
VANGUARD RUSSELL 2000 INDEX FUND
|
NEW | 87,623 | $10,639,184 | 2.51% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 8,869 | $10,637,745 | 2.51% | |
| RSP |
Victory Portfolios II
|
NEW | 49,034 | $10,432,964 | 2.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 27,212 | $8,907,303 | 2.10% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 129,737 | $8,159,159 | 1.93% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 21,593 | $8,156,755 | 1.92% | |
| V |
Visa Inc.
Financial Services
|
NEW | 19,794 | $6,791,123 | 1.60% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 3,393 | $6,750,169 | 1.59% | |
| C |
Citigroup Inc
Financial Services
|
Added | 43,610 | $6,103,655 | 1.44% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 28,878 | $6,036,657 | 1.42% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 12,025 | $5,742,779 | 1.36% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 5,332 | $5,392,624 | 1.27% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 4,836 | $5,149,856 | 1.22% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 17,504 | $4,761,088 | 1.12% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 83,022 | $4,730,593 | 1.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 8,000 | $4,506,320 | 1.06% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
NEW | 8,737 | $4,380,382 | 1.03% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 3,632 | $4,192,381 | 0.99% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 9,716 | $4,140,181 | 0.98% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 9,437 | $4,089,335 | 0.96% | |
| AMAT |
Applied Materials Inc
Technology
|
NEW | 5,560 | $4,019,880 | 0.95% | |
| CSX |
Csx Corp
Industrials
|
Added | 82,417 | $3,917,280 | 0.92% | |
| TECK |
Teck Resources Ltd
Basic Materials
|
Added | 65,446 | $3,891,419 | 0.92% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Added | 13,042 | $3,847,520 | 0.91% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Added | 6,261 | $3,610,718 | 0.85% | |
| DE |
Deere & Co
Industrials
|
Added | 5,382 | $3,413,964 | 0.81% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
NEW | 161,926 | $3,220,708 | 0.76% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
NEW | 13,249 | $3,166,643 | 0.75% | |
| GLW |
Corning Inc
Technology
|
NEW | 12,004 | $3,066,181 | 0.72% | |
| DHR |
Danaher Corp
Healthcare
|
NEW | 16,014 | $3,050,346 | 0.72% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
NEW | 7,235 | $2,877,214 | 0.68% | |
| VLO |
Valero Energy Corp
Energy
|
NEW | 10,869 | $2,830,722 | 0.67% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 9,479 | $2,823,699 | 0.67% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Reduced | 31,302 | $2,607,769 | 0.62% | |
| MA |
Mastercard Inc
Financial Services
|
NEW | 4,341 | $2,229,537 | 0.53% | |
| NUE |
Nucor Corp
Basic Materials
|
NEW | 9,973 | $2,221,485 | 0.52% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Reduced | 25,716 | $2,125,170 | 0.50% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 6,222 | $2,121,826 | 0.50% | |
| SMFG |
Sumitomo Mitsui Financial Group, Inc.
Financial Services
|
NEW | 82,080 | $1,935,446 | 0.46% | |
| NVO |
Novo Nordisk A S
Healthcare
|
NEW | 38,512 | $1,846,265 | 0.44% | |
| BE |
Bloom Energy Corp
Industrials
|
NEW | 5,258 | $1,591,596 | 0.38% | |
| CCJ |
Cameco Corp
Energy
|
Added | 13,918 | $1,417,687 | 0.33% |
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.