RHODES INVESTMENT ADVISORS INC /ADV

Position in MA — Mastercard Inc

CIK 1005186 FORT WORTH, TX

Position in MA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$914,721

+$97,777 QoQ

Shares Held

1,781

+8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#2,122

of 3,560 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RHODES INVESTMENT ADVISORS INC /ADV holds $4,527,960 across 5 Credit Services names. MA ranks #4 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	3,486	$1,179,139
2	SOFI	SoFi Technologies, Inc.	51,566	$924,578
3	AFRM	Affirm Holdings, Inc.	11,229	$915,724
4	MA	Mastercard Inc This page	1,781	$914,721
5	FCFS	FirstCash Holdings, Inc.	2,745	$593,798

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$914,721	1,781	+8.9%	Shares	Sole	2026-07-28
2026-03-31	$816,944	1,635	+12.8%	Shares	Sole	2026-05-14
2025-12-31	$827,776	1,450	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.