Mutual Advisors, LLC

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: 0001694080
Manager Name: Mutual Advisors, LLC

Data Enrichment

59% identified

636 identified443 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,079 positions • $3,478,586.286K total value

1,079 positions

Manager:

SEC FilingSEC DataHachi Filing

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CONSOLIDATED EDISON INC

ED|209115104

5634(+0.7%)

Value:

$622.3M(+20.6%)

46435U713

13728(-6.5%)

Value:

$617.3M(-12.9%)

Chubb Ltd

CB|H1467J104

2210(+6.7%)

Value:

$616.8M(+8.8%)

WABASH NATIONAL Corp

WNC|929566107

61483

Value:

$616.7M

922908553

VNQ|922908553

7063(+8.0%)

Value:

$614.6M(+4.7%)

RESMED INC

RMD|761152107

2595(+196.2%)

Value:

$612.1M(+194.7%)

DARDEN RESTAURANTS INC

DRI|237194105

3073(-6.9%)

Value:

$611.9M(+2.4%)

BECTON DICKINSON & CO

BDX|075887109

2979(-24.4%)

Value:

$610.8M(-34.4%)

Kimbell Royalty Partners, LP

KRP|49435R102

49492

Value:

$610.7M

464288661

5151

Value:

$610.4M

SOUTHERN COPPER CORP/

SCCO|84265V105

6464(-15.7%)

Value:

$609.4M(-18.4%)

SYSCO CORP

SYY|871829107

8590(+15.6%)

Value:

$609.3M(+12.0%)

66538H278

32907(+2.7%)

Value:

$608.3M(-11.8%)

464287671

IUSG|464287671

4712

Value:

$608.0M

Alpha Metallurgical Resources, Inc.

AMR|020764106

4778

Value:

$603.0M

78464A631

3546(-3.0%)

Value:

$601.8M(-4.1%)

78468R804

3571(-6.7%)

Value:

$601.3M(-6.5%)

33735K108

4557(-0.9%)

Value:

$600.0M(-8.6%)

FS KKR Capital Corp

FSK|302635206

29739(+10.2%)

Value:

$599.8M(+0.3%)

AMERICAN AXLE & MANUFACTURING HOLDINGS INC

AXL|024061103

160631(-0.0%)

Value:

$599.2M(-37.8%)

Instrument	Shares		Other Manager	Value
Consolidated Edison Inc(EDcusip209115104)	5.6K	QoQ +0.69% (+39) YoY +9.50% (+489)	All Managers (Combined)	$622.3K	QoQ +20.60% (+$106.3K) YoY +33.17% (+$155.0K)
(cusip46435U713)✕	13.7K	QoQ -6.52% (-958) YoY -35.18% (-7.5K)	All Managers (Combined)	$617.3K	QoQ -12.86% (-$91.1K) YoY -32.77% (-$301.0K)
Chubb Ltd(CBcusipH1467J104)	2.2K	QoQ +6.71% (+139) YoY +39.78% (+629)	All Managers (Combined)	$616.8K	QoQ +8.85% (+$50.2K) YoY +50.54% (+$207.1K)
Wabash National Corp(WNCcusip929566107)	61.5K	QoQ NEW(+61.5K) YoY NEW(+61.5K)	All Managers (Combined)	$616.7K	QoQ NEW(+$616.7K) YoY NEW(+$616.7K)
(VNQcusip922908553)	7.1K	QoQ +7.98% (+522) YoY +8.86% (+575)	All Managers (Combined)	$614.6K	QoQ +4.73% (+$27.8K) YoY +9.52% (+$53.4K)
Resmed Inc(RMDcusip761152107)	2.6K	QoQ +196.23% (+1.7K) YoY +119.54% (+1.4K)	All Managers (Combined)	$612.1K	QoQ +194.69% (+$404.4K) YoY +161.41% (+$378.0K)
Darden Restaurants Inc(DRIcusip237194105)	3.1K	QoQ -6.87% (-227) YoY +36.88% (+828)	All Managers (Combined)	$611.9K	QoQ +2.40% (-$14.4K) YoY +63.07% (+$236.7K)
Becton Dickinson & Co(BDXcusip075887109)	3.0K	QoQ -24.35% (-959) YoY -8.05% (-261)	All Managers (Combined)	$610.8K	QoQ -34.36% (-$319.8K) YoY -23.80% (-$190.8K)
Kimbell Royalty Partners, Lp(KRPcusip49435R102)	49.5K	QoQ NEW(+49.5K) YoY NEW(+49.5K)	All Managers (Combined)	$610.7K	QoQ NEW(+$610.7K) YoY NEW(+$610.7K)
(cusip464288661)✕	5.2K	QoQ NEW(+5.2K) YoY -7.80% (-436)	All Managers (Combined)	$610.4K	QoQ NEW(+$610.4K) YoY -5.65% (-$36.6K)
Southern Copper Corp/(SCCOcusip84265V105)	6.5K	QoQ -15.67% (-1.2K) YoY -19.81% (-1.6K)	All Managers (Combined)	$609.4K	QoQ -18.39% (-$137.4K) YoY -29.02% (-$249.3K)
Sysco Corp(SYYcusip871829107)	8.6K	QoQ +15.62% (+1.2K) YoY -1.04% (-91)	All Managers (Combined)	$609.3K	QoQ +12.01% (+$65.3K) YoY -13.54% (-$95.4K)
(cusip66538H278)✕	32.9K	QoQ +2.67% (-856) YoY +2.65% (+852)	All Managers (Combined)	$608.3K	QoQ -11.76% (-$81.1K) YoY +8.25% (+$46.4K)
(IUSGcusip464287671)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$608.0K	QoQ NEW(+$608.0K) YoY NEW(+$608.0K)
Alpha Metallurgical Resources, Inc.(AMRcusip020764106)	4.8K	QoQ NEW(+4.8K) YoY -34.83% (-2.6K)	All Managers (Combined)	$603.0K	QoQ NEW(+$603.0K) YoY -75.16% (-$1.8M)
(cusip78464A631)✕	3.5K	QoQ -2.95% (-108) YoY +40.60% (+1.0K)	All Managers (Combined)	$601.8K	QoQ -4.10% (-$25.8K) YoY +69.82% (+$247.4K)
(cusip78468R804)✕	3.6K	QoQ -6.73% (-258) YoY -5.82% (-221)	All Managers (Combined)	$601.3K	QoQ -6.49% (-$41.7K) YoY +1.82% (-$10.8K)
(cusip33735K108)✕	4.6K	QoQ -0.89% (-41) YoY -16.59% (-907)	All Managers (Combined)	$600.0K	QoQ -8.62% (-$56.6K) YoY -10.93% (-$73.6K)
Fs Kkr Capital Corp(FSKcusip302635206)	29.7K	QoQ +10.19% (+2.8K) YoY +7.80% (+2.2K)	All Managers (Combined)	$599.8K	QoQ +0.30% (+$1.8K) YoY +14.02% (+$73.8K)
American Axle & Manufacturing Holdings Inc(AXLcusip024061103)	160.6K	QoQ -0.03% (-54) YoY -2.46% (-4.1K)	All Managers (Combined)	$599.2K	QoQ -37.75% (-$363.3K) YoY -50.57% (-$613.0K)