Mutual Advisors, LLC
CIK
1694080
City
OMAHA
State / Country
NE
Top Portfolio Positions
622 positions ·
$1,994,363,505 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 | 13.07% | |
| AAPL |
Apple Inc.
Technology
|
639,342 | $162,258,606 | 8.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
214,305 | $102,694,956 | 5.15% | |
| MSFT |
Microsoft Corp
Technology
|
241,144 | $89,264,274 | 4.48% | |
| 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 | 2.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
124,316 | $35,748,308 | 1.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
54,225 | $31,023,749 | 1.56% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NAC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $827,045 | 70,991 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $799,879 | 67,729 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $740,197 | 64,365 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $703,151 | 62,950 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $687,191 | 61,138 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $680,233 | 60,251 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $707,110 | 59,471 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $638,992 | 55,420 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $607,642 | 55,140 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $578,543 | 52,168 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $628,697 | 65,150 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,273,730 | 116,642 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,119,199 | 101,653 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,142,235 | 103,183 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $623,578 | 56,844 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $284,995 | 23,114 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $725,470 | 55,295 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,099,742 | 70,316 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,048,044 | 66,797 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $959,527 | 60,538 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $804,134 | 54,114 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $794,202 | 52,388 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $752,213 | 51,663 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $711,131 | 49,834 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $649,125 | 47,416 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||