Mutual Advisors, LLC
Top Portfolio Positions
621 positions ·
$1,894,640,667 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 | 13.76% | |
| AAPL |
Apple Inc.
Technology
|
639,342 | $162,258,606 | 8.56% | |
| MSFT |
Microsoft Corp
Technology
|
241,144 | $89,264,274 | 4.71% | |
| LLY |
ELI LILLY & Co
Healthcare
|
68,302 | $62,822,130 | 3.32% | |
| NVDA |
Nvidia Corp
Technology
|
347,618 | $60,624,579 | 3.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
226,418 | $47,156,076 | 2.49% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
78,030 | $45,037,355 | 2.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
124,316 | $35,748,308 | 1.89% | |
| META |
Meta Platforms, Inc.
Communication Services
|
54,225 | $31,023,749 | 1.64% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
98,672 | $29,025,355 | 1.53% |
Portfolio Trend
Holdings in NMFC
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $447,821 | 57,709 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $507,857 | 55,142 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $552,516 | 57,315 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $632,504 | 59,953 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $353,610 | 32,059 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $365,150 | 32,429 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $391,662 | 32,693 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $389,807 | 31,847 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $318,511 | 25,139 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $321,129 | 25,246 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $311,395 | 24,046 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $294,989 | 23,713 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $292,761 | 24,056 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $313,196 | 25,319 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $284,883 | 24,708 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $301,656 | 25,328 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $358,742 | 25,902 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $344,075 | 25,115 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $335,784 | 25,228 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $329,315 | 25,005 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $316,175 | 25,498 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $294,894 | 25,959 | Shares | Sole | 2021-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||