Mutual-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "RCS",
  null,
  null,
  null,
  null,
  "ARES",
  "APPF",
  "AX",
  null,
  null,
  "GDX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TROW",
  null,
  "NLY",
  "PBR-A",
  "AES",
  "MPV",
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  "AKAM",
  null,
  "MP",
  null,
  null,
  "FTI",
  "RBA.TO",
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  "AMR",
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  "MU",
  null,
  null,
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  null,
  null,
  null,
  "FNDF",
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  null,
  "MMM",
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  null,
  "ADBE",
  "A",
  "APD",
  "BABA",
  "MATX",
  "PAA",
  "MAIN",
  null,
  null,
  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "AVT",
  "VDE",
  null,
  "AXP",
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  null,
  "NMZ",
  "SENS",
  "ABG",
  "AXL",
  null,
  "AIG",
  null,
  "ASML",
  "T",
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  null,
  "GLTR",
  null,
  null,
  null,
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  "CAT",
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  "USA",
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  null,
  null,
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  "D",
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  "M",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  "TEI",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "IBM",
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  null,
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  null,
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  null,
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  "VCIT",
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "TOL",
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  null,
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  "RACE",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "WSFS",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "PH",
  null,
  "AWK",
  null,
  "MO",
  "XLK",
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  "URI",
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  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 1,079
Total Value: 3478586286
Accession Number: 0001986152-25-000037
Form Type: 13F-HR
CIK: mutual-advisors
Manager Name: Mutual-Advisors

Data Enrichment

59% identified

636 identified443 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,079 positions • $3.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 31 of 54

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464288760

Shares:4.2K

Value:$655.2K

% of Portfolio:0.0% ($655.2K/$3.5B)

EQUINIX INC

EQIX|29444U700

Shares:780

Value:$653.5K

% of Portfolio:0.0% ($653.5K/$3.5B)

31609A404

Shares:21.3K

Value:$652.6K

% of Portfolio:0.0% ($652.6K/$3.5B)

INDEPENDENCE REALTY TRUST, INC.

IRT|45378A106

Shares:33.1K

Value:$648.7K

% of Portfolio:0.0% ($648.7K/$3.5B)

921946810

VIGI|921946810

Shares:7.6K

Value:$645.4K

% of Portfolio:0.0% ($645.4K/$3.5B)

67092P607

Shares:17.4K

Value:$644.7K

% of Portfolio:0.0% ($644.7K/$3.5B)

464287697

Shares:6.4K

Value:$639.0K

% of Portfolio:0.0% ($639.0K/$3.5B)

33739E108

Shares:36.8K

Value:$639.0K

% of Portfolio:0.0% ($639.0K/$3.5B)

47103U852

Shares:14.2K

Value:$635.4K

% of Portfolio:0.0% ($635.4K/$3.5B)

Limoneira CO

LMNR|532746104

Shares:40.0K

Value:$634.8K

% of Portfolio:0.0% ($634.8K/$3.5B)

BlueLinx Holdings Inc.

BXC|09624H208

Shares:8.7K

Value:$634.7K

% of Portfolio:0.0% ($634.7K/$3.5B)

45784N825

Shares:25.0K

Value:$634.1K

% of Portfolio:0.0% ($634.1K/$3.5B)

Liberty Energy Inc.

LBRT|53115L104

Shares:52.0K

Value:$632.4K

% of Portfolio:0.0% ($632.4K/$3.5B)

00162Q395

Shares:15.4K

Value:$631.7K

% of Portfolio:0.0% ($631.7K/$3.5B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:2.0K

Value:$631.6K

% of Portfolio:0.0% ($631.6K/$3.5B)

F&G Annuities & Life, Inc.

FG|30190A104

Shares:18.0K

Value:$631.0K

% of Portfolio:0.0% ($631.0K/$3.5B)

MP Materials Corp. / DE

MP|553368101

Shares:25.8K

Value:$630.1K

% of Portfolio:0.0% ($630.1K/$3.5B)

Shell plc

SHEL|780259305

Shares:9.5K

Value:$627.5K

% of Portfolio:0.0% ($627.5K/$3.5B)

66538F231

Shares:25.5K

Value:$626.3K

% of Portfolio:0.0% ($626.3K/$3.5B)

BLUE OWL CAPITAL INC.

OWL|09581B103

Shares:33.7K

Value:$623.7K

% of Portfolio:0.0% ($623.7K/$3.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288760)✕	4.2K	QoQ -40.53% (-2.9K) YoY -29.31% (-1.8K)	All Managers (Combined)	$655.2K	0.0% ($655.2K/$3.5B)	QoQ -38.79% (-$415.3K) YoY -17.10% (-$135.1K)
EQUINIX INC(EQIXcusip29444U700)	780	QoQ -1.01% (-8) YoY +123.49% (+431)	All Managers (Combined)	$653.5K	0.0% ($653.5K/$3.5B)	QoQ -9.86% (-$71.5K) YoY +126.63% (+$365.1K)
(cusip31609A404)✕	21.3K	QoQ +8.21% (+1.6K) YoY +9.91% (+1.9K)	All Managers (Combined)	$652.6K	0.0% ($652.6K/$3.5B)	QoQ +18.91% (+$103.8K) YoY +17.73% (+$98.3K)
INDEPENDENCE REALTY TRUST, INC.(IRTcusip45378A106)	33.1K	QoQ -5.19% (-1.8K) YoY -28.30% (-13.1K)	All Managers (Combined)	$648.7K	0.0% ($648.7K/$3.5B)	QoQ -2.39% (-$15.9K) YoY -12.97% (-$96.7K)
(VIGIcusip921946810)	7.6K	QoQ +8.65% (+605) YoY NEW(+7.6K)	All Managers (Combined)	$645.4K	0.0% ($645.4K/$3.5B)	QoQ +15.33% (+$85.8K) YoY NEW(+$645.4K)
(cusip67092P607)✕	17.4K	QoQ +38.65% (+4.8K) YoY +71.06% (+7.2K)	All Managers (Combined)	$644.7K	0.0% ($644.7K/$3.5B)	QoQ +19.82% (+$106.7K) YoY +52.64% (+$222.3K)
(cusip464287697)✕	6.4K	QoQ +90.66% (+3.0K) YoY +15.02% (+830)	All Managers (Combined)	$639.0K	0.0% ($639.0K/$3.5B)	QoQ +91.68% (+$305.7K) YoY +36.85% (+$172.1K)
(cusip33739E108)✕	36.8K	QoQ -2.66% (-1.0K) YoY -29.57% (-15.5K)	All Managers (Combined)	$639.0K	0.0% ($639.0K/$3.5B)	QoQ -4.74% (-$31.8K) YoY -29.41% (-$266.3K)
(cusip47103U852)✕	14.2K	QoQ NEW(+14.2K) YoY NEW(+14.2K)	All Managers (Combined)	$635.4K	0.0% ($635.4K/$3.5B)	QoQ NEW(+$635.4K) YoY NEW(+$635.4K)
Limoneira CO(LMNRcusip532746104)	40.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$634.8K	0.0% ($634.8K/$3.5B)	QoQ -30.96% (-$284.8K) YoY -18.86% (-$147.6K)
BlueLinx Holdings Inc.(BXCcusip09624H208)	8.7K	QoQ 0.00% (-0) YoY +30.88% (-2.1K)	All Managers (Combined)	$634.7K	0.0% ($634.7K/$3.5B)	QoQ -31.72% (-$294.9K) YoY -26.60% (-$230.1K)
(cusip45784N825)✕	25.0K	QoQ NEW(+25.0K) YoY NEW(+25.0K)	All Managers (Combined)	$634.1K	0.0% ($634.1K/$3.5B)	QoQ NEW(+$634.1K) YoY NEW(+$634.1K)
Liberty Energy Inc.(LBRTcusip53115L104)	52.0K	QoQ +0.10% (-57) YoY -4.20% (-2.3K)	All Managers (Combined)	$632.4K	0.0% ($632.4K/$3.5B)	QoQ -47.30% (-$567.7K) YoY -43.73% (-$491.6K)
(cusip00162Q395)✕	15.4K	QoQ +9.98% (+1.4K) YoY +101.32% (+7.8K)	All Managers (Combined)	$631.7K	0.0% ($631.7K/$3.5B)	QoQ +1.47% (+$9.2K) YoY +93.39% (+$305.1K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	2.0K	QoQ +9.49% (+170) YoY +38.32% (+543)	All Managers (Combined)	$631.6K	0.0% ($631.6K/$3.5B)	QoQ +19.28% (+$102.1K) YoY +78.31% (+$277.4K)
F&G Annuities & Life, Inc.(FGcusip30190A104)	18.0K	QoQ NEW(+18.0K) YoY NEW(+18.0K)	All Managers (Combined)	$631.0K	0.0% ($631.0K/$3.5B)	QoQ NEW(+$631.0K) YoY NEW(+$631.0K)
MP Materials Corp. / DE(MPcusip553368101)	25.8K	QoQ -11.12% (-3.2K) YoY NEW(+25.8K)	All Managers (Combined)	$630.1K	0.0% ($630.1K/$3.5B)	QoQ +2.48% (-$15.3K) YoY NEW(+$630.1K)
Shell plc(SHELcusip780259305)	9.5K	QoQ -1.51% (-147) YoY -24.53% (-3.1K)	All Managers (Combined)	$627.5K	0.0% ($627.5K/$3.5B)	QoQ -2.38% (-$15.4K) YoY -25.86% (-$218.9K)
(cusip66538F231)✕	25.5K	QoQ NEW(+25.5K) YoY NEW(+25.5K)	All Managers (Combined)	$626.3K	0.0% ($626.3K/$3.5B)	QoQ NEW(+$626.3K) YoY NEW(+$626.3K)
BLUE OWL CAPITAL INC.(OWLcusip09581B103)	33.7K	QoQ +5.48% (-1.8K) YoY NEW(+33.7K)	All Managers (Combined)	$623.7K	0.0% ($623.7K/$3.5B)	QoQ -16.60% (-$124.2K) YoY NEW(+$623.7K)