Mutual Advisors, LLC

CIK

1694080

City

OMAHA

State / Country

NE

Stock

NKX — Nuveen California Amt-Free Quality Municipal Income Fund

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 NKX

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$146,893	12,344	0.0%	Shares	Sole	2026-05-04
2025-12-31	$153,559	12,344	0.0%	Shares	Sole	2026-02-02
2025-09-30	$156,398	12,344	-11.7%	Shares	Sole	2025-11-04
2025-06-30	$164,591	13,984	0.0%	Shares	Sole	2025-07-28
2025-03-31	$176,058	13,984	0.0%	Shares	Sole	2025-04-28
2024-12-31	$176,757	13,984	0.0%	Shares	Sole	2025-01-17
2024-09-30	$190,042	13,984	0.0%	Shares	Sole	2024-10-25
2024-06-30	$174,939	13,984	0.0%	Shares	Sole	2024-07-30
2024-03-31	$169,905	13,984	0.0%	Shares	Sole	2024-05-02
2023-12-31	$161,375	13,984	0.0%	Shares	Sole	2024-01-12
2023-09-30	$143,475	13,984	0.0%	Shares	Sole	2023-11-13
2023-06-30	$161,375	13,984	—	Shares	Sole	2023-07-31
No 13F history on record for this holder in this stock.