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MAMA

Myriad Asset Management Advisors Portfolio holdings

AUM $424M
This Fund
S&P 500
This Quarter Est. Return
+25.73%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$424M
AUM Growth
+$84.4M
Cap. Flow
+$14.9M
Cap. Flow %
3.51%
Top 10 Hldgs %
62.29%
Holding
67
New
20
Increased
18
Reduced
11
Closed
18

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$16M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10M
3
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$9.95M
4
LLY icon
Eli Lilly
LLY
+$9.06M
5
V icon
Visa
V
+$6.35M

Top Sells

Rank Stock Value
1
IAUM icon
iShares Gold Trust Micro
IAUM
+$36.3M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$11.9M
3
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$7.48M
4
MU icon
Micron Technology
MU
+$4.47M
5
HSBC icon
HSBC
HSBC
+$3.49M

Sector Composition

Rank Sector Weight
1 Technology 21.12%
2 Financials 11.2%
3 Materials 5.74%
4 Communication Services 5.63%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
26
Eaton
ETN
$162B
$4.14M 0.98%
9,716
+105
+1% +$42.3K
LRCX icon
27
Lam Research
LRCX
$391B
$4.09M 0.96%
9,437
-3,395
-26% -$1.03M
AMAT icon
28
Applied Materials
AMAT
$380B
$4.02M 0.95%
+5,560
New +$2.57M
CSX icon
29
CSX Corp
CSX
$96.4B
$3.92M 0.92%
82,417
+60,969
+284% +$2.75M
TECK icon
30
Teck Resources
TECK
$35B
$3.89M 0.92%
65,446
+720
+1% +$43.9K
VMC icon
31
Vulcan Materials
VMC
$35.7B
$3.85M 0.91%
13,042
+1,658
+15% +$475K
MLM icon
32
Martin Marietta Materials
MLM
$38.1B
$3.61M 0.85%
6,261
+821
+15% +$487K
DE icon
33
Deere & Co
DE
$172B
$3.41M 0.81%
5,382
+1,957
+57% +$1.13M
MUFG icon
34
Mitsubishi UFJ Financial
MUFG
$253B
$3.22M 0.76%
+161,926
New +$3.05M
LNG icon
35
Cheniere Energy
LNG
$58.4B
$3.17M 0.75%
+13,249
New +$3.3M
GLW icon
36
Corning
GLW
$129B
$3.07M 0.72%
+12,004
New +$2.18M
DHR icon
37
Danaher
DHR
$151B
$3.05M 0.72%
+16,014
New +$2.91M
ISRG icon
38
Intuitive Surgical
ISRG
$130B
$2.88M 0.68%
+7,235
New +$3.16M
VLO icon
39
Valero Energy
VLO
$99.4B
$2.83M 0.67%
+10,869
New +$2.68M
MRVL icon
40
Marvell Technology
MRVL
$216B
$2.82M 0.67%
+9,479
New +$1.9M
BHP icon
41
BHP
BHP
$244B
$2.61M 0.62%
31,302
-41,285
-57% -$3.43M
MA icon
42
Mastercard
MA
$524B
$2.23M 0.53%
+4,341
New +$2.16M
NUE icon
43
Nucor
NUE
$57.4B
$2.22M 0.52%
+9,973
New +$2.26M
WFC icon
44
Wells Fargo
WFC
$258B
$2.13M 0.5%
25,716
-1,189
-4% -$95.6K
PANW icon
45
Palo Alto Networks
PANW
$275B
$2.12M 0.5%
+6,222
New +$1.42M
SMFG icon
46
Sumitomo Mitsui Financial
SMFG
$161B
$1.94M 0.46%
+82,080
New +$1.82M
NVO
47
Novo Nordisk
NVO
$208B
$1.85M 0.44%
+38,512
New +$1.65M
BE icon
48
Bloom Energy
BE
$62.9B
$1.59M 0.38%
+5,258
New +$1.35M
CCJ icon
49
Cameco
CCJ
$46.6B
$1.42M 0.33%
13,918
+154
+1% +$17.3K
AA icon
50
Alcoa
AA
$13B
– –
-29,600
Closed -$1.96M
1
2
3

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Myriad Asset Management Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Myriad Asset Management Advisors held 67 positions worth $424M, up 25% from $339M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Myriad Asset Management Advisors deployed $14.9M of net new capital in Q2 2026, opening 20 new positions and adding to 18 existing holdings. Its largest new stake was Apple: 55,818 shares worth $16.2M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 15% a quarter earlier, followed by Financials and Materials.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $11.9M trimmed.

  • Myriad Asset Management Advisors's largest Q2 2026 buy was Apple: 55,818 shares worth $16.2M.
  • Myriad Asset Management Advisors added most to Union Pacific in Q2 2026, an estimated $2.79M increase.
  • Myriad Asset Management Advisors's biggest Q2 2026 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $11.9M.
  • Myriad Asset Management Advisors fully exited iShares Gold Trust Micro in Q2 2026, selling an estimated $36.3M.
  • Myriad Asset Management Advisors's ten largest holdings make up 62% of its $424M portfolio in Q2 2026.
  • Myriad Asset Management Advisors opened 20 new positions and closed 18 in Q2 2026.
  • Myriad Asset Management Advisors's portfolio value rose 25% quarter-over-quarter to $424M.

Based on Myriad Asset Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.