Mutual Advisors, LLC
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 OHI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,866,433 | 362,082 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,093,114 | 340,395 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $13,822,110 | 327,383 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,061,629 | 301,818 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,397,648 | 299,308 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $11,345,840 | 299,758 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,127,460 | 297,972 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $10,595,306 | 309,352 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,242,794 | 291,847 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,500,846 | 244,646 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $7,284,953 | 219,691 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,612,712 | 215,468 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,711,860 | 208,386 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,642,014 | 201,861 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $5,395,460 | 182,959 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,827,565 | 171,251 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,434,085 | 174,393 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,463,391 | 117,046 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,644,629 | 88,272 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,516,435 | 124,454 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,560,509 | 97,202 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,127,117 | 58,566 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,895,860 | 63,322 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,833,746 | 61,680 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,552,218 | 58,486 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||