Institutional Fund
Mutual Advisors, LLC
Omaha, NECIK 16940805 filings on record
Portfolio Value
$4.66B
Q1 2026
Holdings
1,309
Reported positions
New Buys
107
Opened this quarter
QoQ Change
-0.1%
from $4.66B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr5.6%
- Ishares Tr4.4%
- Apple Inc3.5%
- Ishares Tr2.9%
- Ishares Tr2.2%
- Berkshire Hathaway Inc Del2.2%
- Other79.2%
Portfolio Holdings
1,309 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 400.6K | $260.55M | 5.6% | +5.7K | Added |
| 2 | Ishares Tr | 2.17M | $207.09M | 4.4% | +60.5K | Added |
| 3 | Apple Inc | 639.3K | $162.26M | 3.5% | −14.8K | Reduced |
| 4 | Ishares Tr | 206.6K | $134.97M | 2.9% | −6.6K | Reduced |
| 5 | Ishares Tr | 1.02M | $102.92M | 2.2% | +13.5K | Added |
| 6 | Berkshire Hathaway Inc Del | 214.3K | $102.69M | 2.2% | +3.7K | Added |
| 7 | Microsoft Corp | 241.1K | $89.26M | 1.9% | +17.6K | Added |
| 8 | Vanguard Index Fds | 107.3K | $64.10M | 1.4% | +12.8K | Added |
| 9 | Eli Lilly & Co | 68.3K | $62.82M | 1.3% | +2.5K | Added |
| 10 | Nvidia Corporation | 345.0K | $60.17M | 1.3% | −2.5K | Reduced |
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