Mutual Advisors, LLC
CIK
1694080
City
OMAHA
State / Country
NE
Top Portfolio Positions
622 positions ·
$1,997,335,623 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
400,729 | $260,610,097 | 13.05% | |
| AAPL |
Apple Inc.
Technology
|
639,342 | $162,258,606 | 8.12% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
214,305 | $102,694,956 | 5.14% | |
| MSFT |
Microsoft Corp
Technology
|
241,144 | $89,264,274 | 4.47% | |
| LLY |
ELI LILLY & Co
Healthcare
|
68,302 | $62,822,130 | 3.15% | |
| NVDA |
Nvidia Corp
Technology
|
347,618 | $60,624,579 | 3.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
226,418 | $47,156,076 | 2.36% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
78,030 | $45,037,355 | 2.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
124,316 | $35,748,308 | 1.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
54,225 | $31,023,749 | 1.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CHI
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $553,936 | 51,577 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $305,607 | 29,161 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $178,186 | 16,514 | Shares | Sole | 2025-11-04 | |
| 2023-06-30 | $705,566 | 62,997 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $726,953 | 69,102 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $837,142 | 79,652 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $774,220 | 80,147 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $869,799 | 81,138 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $925,479 | 70,059 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,423,875 | 94,234 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,393,257 | 93,070 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,494,578 | 98,522 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,541,917 | 108,433 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,413,440 | 104,390 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,093,686 | 99,426 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,036,527 | 97,418 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $758,764 | 90,979 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||