MBA Advisors LLC
Top Portfolio Positions
82 positions ·
$71,796,032 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
121,730 | $10,731,716 | 14.95% | |
| AAPL |
Apple Inc.
Technology
|
16,120 | $4,091,094 | 5.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,562 | $2,749,648 | 3.83% | |
| MSFT |
Microsoft Corp
Technology
|
6,918 | $2,560,836 | 3.57% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,879 | $2,317,686 | 3.23% | |
| XOM |
Exxon Mobil Corp
Energy
|
12,731 | $2,159,941 | 3.01% | |
| NVDA |
Nvidia Corp
Technology
|
10,806 | $1,884,566 | 2.62% | |
| GLD |
Spdr Gold Trust
|
3,676 | $1,581,746 | 2.20% | |
| MPC |
Marathon Petroleum Corp
Energy
|
6,371 | $1,555,670 | 2.17% | |
| JNJ |
Johnson & Johnson
Healthcare
|
6,035 | $1,475,195 | 2.05% |
Portfolio Trend
21 quarters · across all stocks
Holdings in TYG
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263,208 | 5,280 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $215,952 | 5,280 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $219,759 | 5,100 | Shares | Sole | 2025-10-28 | |
| No 13F history on record for this holder in this stock. | ||||||