Mutual Advisors, LLC

Mutual Advisors, LLC reported 1,412 holdings worth US$5.31B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Mutual Advisors, LLC reported 1,412 holdings worth US$5.31B as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).

Holdings
1,412
Value as reported
US$5.31B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc663KUS$192M3.6%
Berkshire Hathaway Inc.228KUS$114M2.1%
Microsoft Corp.247KUS$92.1M1.7%
Alphabet Inc (google) Class C258KUS$92M1.7%
Eli Lilly And Company68,768US$82.5M1.6%
Nvidia Corporation403KUS$80.7M1.5%
Amazon.com, Inc.232KUS$55.3M1.0%
Jp Morgan Chase & Co.99,030US$32.4M0.61%
Meta Platforms, Inc.54,791US$30.9M0.58%
Commerce Bancshares, Inc.493KUS$28.5M0.54%
Broadcom Inc.74,972US$28.3M0.53%
Advanced Micro Devices Inc47,669US$27.7M0.52%
Micron Technology, Inc.23,601US$27.2M0.51%
Tesla, Inc.63,311US$26.6M0.50%
Costco Wholesale Corporation24,136US$22.6M0.43%
Caterpillar, Inc.20,683US$22M0.41%
Omega Healthcare Investors, Inc.365KUS$17.4M0.33%
Cisco Systems, Inc.146KUS$17.2M0.32%
Iron Mountain Incorporated (delaware)129KUS$16.3M0.31%
Chevron Corporation92,995US$15.4M0.29%
Visa Inc.43,732US$15M0.28%
Johnson & Johnson56,927US$14.5M0.27%
Exxon Mobil Corporation104KUS$14.2M0.27%
Intel Corporation99,837US$13.9M0.26%
Walmart Inc.122KUS$13.8M0.26%
Netflix, Inc.158KUS$11.3M0.21%
Taiwan Semiconductor Manufacturing Co., Ltd.22,886US$10.9M0.21%
International Business Machines Corporation37,074US$10.4M0.20%
Home Depot, Inc. (the)28,784US$10.2M0.19%
Merck & Company, Inc.78,606US$10.1M0.19%
Altria Group, Inc.135KUS$9.72M0.18%
United Parcel Service, Inc.83,234US$8.95M0.17%
Palantir Technologies Inc.76,392US$8.91M0.17%
Procter & Gamble Company (the)59,829US$8.77M0.17%
Abbvie Inc.33,603US$8.46M0.16%
Oracle Corporation57,288US$8.4M0.16%
Lam Research Corporation19,057US$8.26M0.16%
Applied Materials, Inc.10,904US$7.88M0.15%
Philip Morris International Inc43,102US$7.8M0.15%
Enterprise Products Partners L.p.209KUS$7.67M0.14%
Rtx Corporation40,314US$7.65M0.14%
Crowdstrike Holdings, Inc.9,990US$7.62M0.14%
Arista Networks, Inc.44,134US$7.5M0.14%
Goldman Sachs Group, Inc. (the)7,150US$7.23M0.14%
Palo Alto Networks, Inc.20,527US$7M0.13%
Unitedhealth Group Incorporated16,829US$6.99M0.13%
Boeing Company (the)32,245US$6.98M0.13%
Starbucks Corporation65,886US$6.73M0.13%
Asml Holding Nv3,377US$6.72M0.13%
Ge Vernova Inc.5,663US$6.65M0.13%
Verizon Communications Inc.156KUS$6.6M0.12%
Ares Capital Corporation355KUS$6.57M0.12%
Lockheed Martin Corporation12,854US$6.55M0.12%
Pfizer, Inc.250KUS$6.02M0.11%
General Mills, Inc.172KUS$5.98M0.11%
Kimberly-clark Corporation54,189US$5.95M0.11%
Marvell Technology, Inc.19,896US$5.93M0.11%
Pepsico, Inc.43,707US$5.92M0.11%
Vertiv Holdings, Llc17,514US$5.86M0.11%
Bank Of America Corporation100KUS$5.72M0.11%
Walt Disney Company (the)58,846US$5.66M0.11%
Kla Corporation18,560US$5.6M0.11%
Realty Income Corporation89,753US$5.56M0.10%
Qualcomm Incorporated29,791US$5.51M0.10%
Coca-cola Company (the)67,306US$5.47M0.10%
Amgen Inc.13,560US$4.91M0.09%
Hewlett Packard Enterprise Company106KUS$4.78M0.09%
Ge Aerospace12,577US$4.7M0.09%
Corning Incorporated17,718US$4.53M0.09%
Emerson Electric Company31,020US$4.44M0.08%
Prudential Financial, Inc.40,224US$4.34M0.08%
U.s. Bancorp71,859US$4.34M0.08%
Rocket Lab Corporation42,188US$4.29M0.08%
Western Digital Corporation6,681US$4.27M0.08%
At&t Inc.202KUS$4.19M0.08%
Energy Transfer Lp219KUS$4.19M0.08%
Mcdonald's Corporation15,181US$4.1M0.08%
Quanta Services, Inc.5,322US$3.83M0.07%
Texas Instruments Incorporated12,573US$3.75M0.07%
Morgan Stanley17,739US$3.71M0.07%
Sandisk Corporation1,612US$3.66M0.07%
Kinder Morgan, Inc.110KUS$3.5M0.07%
Novo Nordisk A/s Class B72,417US$3.47M0.07%
Adobe Inc.16,930US$3.47M0.07%
Unilever Plc55,656US$3.35M0.06%
Southern Company (the)34,878US$3.34M0.06%
Citigroup, Inc.23,185US$3.24M0.06%
Target Corporation24,249US$3.17M0.06%
Blackrock, Inc.3,287US$3.16M0.06%
General Dynamics Corporation8,901US$3.15M0.06%
Shopify Inc.26,763US$3.06M0.06%
Duke Energy Corporation (holding Company)24,041US$3.04M0.06%
First American Corporation (new)43,569US$2.99M0.06%
Bloom Energy Corporation9,781US$2.96M0.06%
Phillips 6617,281US$2.92M0.06%
Gilead Sciences, Inc.22,689US$2.87M0.05%
Nucor Corporation12,842US$2.86M0.05%
American Express Company8,330US$2.82M0.05%
Bristol-myers Squibb Company48,612US$2.8M0.05%
Wells Fargo & Company33,492US$2.77M0.05%

Every holding of Mutual Advisors, LLC

Source

View original at SEC

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