Mutual Advisors, LLC reported 595 positions worth $1.96B for the quarter ended Jun 30, 2026, up 15.4% on the prior quarter. It opened 66 new positions, added to 292, trimmed 215 and exited 43. Its largest holding is Apple Inc. at 9.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +58.3K | +16.9% | $11.67M | 4.11% |
| AAPL Apple Inc. | +23.5K | +3.7% | $6.80M | 9.78% |
| NBIS Nebius Group N.V. | +14.7K | – | $4.06M | 0.207% |
| LRCX Lam Research Corp | +9,280 | +94.9% | $4.02M | 0.421% |
| WDC Western Digital Corp | +5,349 | +401.6% | $3.42M | 0.218% |
| GLW Corning Inc | +9,513 | +115.9% | $2.43M | 0.231% |
| MSFT Microsoft Corp | +5,872 | +2.4% | $2.19M | 4.7% |
| PRU Prudential Financial Inc | +18.0K | +80.9% | $1.94M | 0.221% |
| SPCX Space Exploration Technologies Corp | +10.9K | – | $1.85M | 0.095% |
| TSLA Tesla, Inc. | +4,227 | +7.2% | $1.78M | 1.36% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HNGE Hinge Health, Inc. | -126.5K | -96.2% | $10.50M | 0.021% |
| AMD Advanced Micro Devices Inc | -6,663 | -12.3% | $3.87M | 1.41% |
| JCI Johnson Controls International plc | -20.2K | -43.1% | $2.95M | 0.199% |
| WMT Walmart Inc. | -19.9K | -14.0% | $2.25M | 0.706% |
| URI United Rentals, Inc. | -1,379 | -88.5% | $1.56M | 0.01% |
| INTC Intel Corp | -11.0K | -9.9% | $1.54M | 0.711% |
| UUP Invesco DB US Dollar Index Bullish Fund | -50.7K | -42.9% | $1.44M | 0.098% |
| BXC BlueLinx Holdings Inc. | -23.6K | -100.0% | $1.28M | Exited |
| KLAC Kla Corp | -4,220 | -18.5% | $1.27M | 0.285% |
| HOV Hovnanian Enterprises Inc | -11.4K | -100.0% | $1.27M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| NBIS Nebius Group N.V. | +14.7K | $4.06M | 0.207% |
| SPCX Space Exploration Technologies Corp | +10.9K | $1.85M | 0.095% |
| APLD Applied Digital Corp. | +44.0K | $1.64M | 0.084% |
| ASTH Astrana Health, Inc. | +31.2K | $1.45M | 0.074% |
| LITE Lumentum Holdings Inc. | +1,664 | $1.43M | 0.073% |
| PGNY Progyny, Inc. | +47.0K | $1.35M | 0.069% |
| FIVN Five9, Inc. | +59.1K | $1.26M | 0.064% |
| OII Oceaneering International Inc | +30.6K | $1.24M | 0.063% |
| HONA Honeywell Aerospace Inc. | +5,593 | $1.24M | 0.063% |
| HOG Harley-Davidson, Inc. | +48.7K | $1.19M | 0.061% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BXC BlueLinx Holdings Inc. | -23.6K | $1.28M | 0.075% |
| HOV Hovnanian Enterprises Inc | -11.4K | $1.27M | 0.075% |
| HRB H&R Block Inc | -38.7K | $1.23M | 0.072% |
| SNOW Snowflake Inc. | -7,770 | $1.17M | 0.069% |
| BTU Peabody Energy Corp | -34.4K | $1.13M | 0.067% |
| OSK Oshkosh Corp | -7,650 | $1.13M | 0.066% |
| SYM Symbotic Inc. | -19.1K | $1.02M | 0.06% |
| WNC WABASH NATIONAL Corp | -115.7K | $997.51K | 0.059% |
| LMND Lemonade, Inc. | -15.7K | $981.33K | 0.058% |
| HMY Harmony Gold Mining Co Ltd | -63.6K | $977.62K | 0.057% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 662.9K | $191.80M | 9.78% | +23.5K | +3.7% | Added | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 216.1K | $108.12M | 5.51% | +1,775 | +0.8% | Added | 0.02% |
| 3 | MSFT Microsoft Corp | Technology | 247.0K | $92.14M | 4.7% | +5,872 | +2.4% | Added | 0% |
| 4 | LLY ELI LILLY & Co | Healthcare | 68.8K | $82.48M | 4.2% | +466 | +0.7% | Added | 0.01% |
| 5 | NVDA Nvidia Corp | Technology | 403.4K | $80.71M | 4.11% | +58.3K | +16.9% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 232.0K | $55.30M | 2.82% | +7,024 | +3.1% | Added | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 134.7K | $47.59M | 2.43% | +3,053 | +2.3% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 124.4K | $44.45M | 2.27% | +57 | +0.0% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 99.0K | $32.42M | 1.65% | +758 | +0.8% | Added | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 54.8K | $30.86M | 1.57% | +1,166 | +2.2% | Added | 0% |
| 11 | CBSH Commerce Bancshares Inc | Financial Services | 492.7K | $28.46M | 1.45% | +31 | +0.0% | Added | 0.17% |
| 12 | AVGO Broadcom Inc. | Technology | 75.0K | $28.32M | 1.44% | +2,750 | +3.8% | Added | 0% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 47.7K | $27.69M | 1.41% | -6,663 | -12.3% | Reduced | 0% |
| 14 | MU Micron Technology Inc | Technology | 23.6K | $27.24M | 1.39% | +573 | +2.5% | Added | 0% |
| 15 | TSLA Tesla, Inc. | Consumer Discretionary | 63.3K | $26.63M | 1.36% | +4,227 | +7.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Mutual Advisors.
As of its Q2 2026 13F filing, Mutual Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 9.8%, Berkshire Hathaway Inc (BRK-B) at 5.5%, Microsoft Corp (MSFT) at 4.7%, ELI LILLY & Co (LLY) at 4.2%, Nvidia Corp (NVDA) at 4.1% of the reported portfolio.
Mutual Advisors, LLC reported a 13F portfolio worth $1.96B across 595 positions for Q2 2026. That is up 15.4% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($11.67M), Apple Inc. ($6.80M), Nebius Group N.V. ($4.06M). It opened 66 new positions.
Its largest sales by value were Hinge Health, Inc. ($10.50M), Advanced Micro Devices Inc ($3.87M), Johnson Controls International plc ($2.95M). It exited 43 positions entirely.
From the Form 13F-HR reports Mutual Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.