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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
Avg Time Held
1.1 quarters
Top 10 Avg Time Held
1.2 quarters
Top 20 Avg Time Held
1.3 quarters

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 Miscellaneous 40.42%
2 Technology 21.12%
3 Financials 11.2%
4 Materials 5.74%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ETN icon
26
Eaton
ETN
$167B
$4.14M 0.98%
9,716
+105
+1% +$42.3K
2025 Q4
2 quarters
LRCX icon
27
Lam Research
LRCX
$399B
$4.09M 0.96%
9,437
-3,395
-26% -$1.03M
2025 Q4
2 quarters
AMAT icon
28
Applied Materials
AMAT
$402B
$4.02M 0.95%
+5,560
New +$2.57M
2026 Q2
0 quarters
CSX icon
29
CSX Corp
CSX
$87.5B
$3.92M 0.92%
82,417
+60,969
+284% +$2.75M
2026 Q1
1 quarter
TECK icon
30
Teck Resources
TECK
$33.4B
$3.89M 0.92%
65,446
+720
+1% +$43.9K
2025 Q4
2 quarters
VMC icon
31
Vulcan Materials
VMC
$31.7B
$3.85M 0.91%
13,042
+1,658
+15% +$475K
2025 Q4
2 quarters
MLM icon
32
Martin Marietta Materials
MLM
$34B
$3.61M 0.85%
6,261
+821
+15% +$487K
2025 Q4
2 quarters
DE icon
33
Deere & Co
DE
$167B
$3.41M 0.81%
5,382
+1,957
+57% +$1.13M
2025 Q4
2 quarters
MUFG icon
34
Mitsubishi UFJ Financial
MUFG
$252B
$3.22M 0.76%
+161,926
New +$3.05M
2026 Q2
0 quarters
LNG icon
35
Cheniere Energy
LNG
$57.5B
$3.17M 0.75%
+13,249
New +$3.3M
2026 Q2
0 quarters
GLW icon
36
Corning
GLW
$135B
$3.07M 0.72%
+12,004
New +$2.18M
2026 Q2
0 quarters
DHR icon
37
Danaher
DHR
$155B
$3.05M 0.72%
+16,014
New +$2.91M
2026 Q2
0 quarters
ISRG icon
38
Intuitive Surgical
ISRG
$150B
$2.88M 0.68%
+7,235
New +$3.16M
2026 Q2
0 quarters
VLO icon
39
Valero Energy
VLO
$125B
$2.83M 0.67%
+10,869
New +$2.68M
2026 Q2
0 quarters
MRVL icon
40
Marvell Technology
MRVL
$247B
$2.82M 0.67%
+9,479
New +$1.9M
2026 Q2
0 quarters
BHP icon
41
BHP
BHP
$220B
$2.61M 0.62%
31,302
-41,285
-57% -$3.43M
2026 Q1
1 quarter
MA icon
42
Mastercard
MA
$516B
$2.23M 0.53%
+4,341
New +$2.16M
2026 Q2
0 quarters
NUE icon
43
Nucor
NUE
$56.8B
$2.22M 0.52%
+9,973
New +$2.26M
2026 Q2
0 quarters
WFC icon
44
Wells Fargo
WFC
$253B
$2.13M 0.5%
25,716
-1,189
-4% -$95.6K
2025 Q4
2 quarters
PANW icon
45
Palo Alto Networks
PANW
$343B
$2.12M 0.5%
+6,222
New +$1.42M
2026 Q2
0 quarters
SMFG icon
46
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)
SMFG
$158B
$1.94M 0.46%
+82,080
New +$1.82M
2026 Q2
0 quarters
NVO
47
Novo Nordisk
NVO
$171B
$1.85M 0.44%
+38,512
New +$1.65M
2026 Q2
0 quarters
BE icon
48
Bloom Energy
BE
$82.6B
$1.59M 0.38%
+5,258
New +$1.35M
2026 Q2
0 quarters
CCJ icon
49
Cameco
CCJ
$38.4B
$1.42M 0.33%
13,918
+154
+1% +$17.3K
2025 Q4
2 quarters
AA icon
50
Alcoa
AA
$11.1B
– –
-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 Miscellaneous at 40% of assets, down from 51% a quarter earlier, followed by Technology and Financials.

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.