Investment firm MBA Advisors LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Partner and Chief Compliance Officer John Matune, lists 169 separate positions held by the firm.
The portfolio is diversified across a wide range of sectors, with the largest individual stock holding being Apple Inc. with 16,238 shares. Other notable equity positions include Microsoft Corporation (6,473 shares), NVIDIA Corporation (12,506 shares), and Berkshire Hathaway Inc. Class B (1,866 shares). The firm also holds significant exposure to exchange-traded funds, including the iShares Core S&P 500 ETF (2590 shares) and the iShares Core S&P 500 ETF (378,463 shares).
The filing details specific options positions, including 200 shares of Alphabet Inc. Class A call options and 200 shares of Apple Inc. call options. Additionally, the firm holds put options on NVIDIA Corporation (5,000 shares) and Palantir Technologies Inc. Class A (2,800 shares).
Other notable positions listed in the filing include Johnson & Johnson (6,131 shares), Visa Inc. (7,388 shares), Eli Lilly & Co. (530 shares), and Procter & Gamble Co. (6,541 shares).
