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,
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  "PBR-A",
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  "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",
  "QQQX",
  null,
  "NMZ",
  "SENS",
  "ABG",
  "AXL",
  null,
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  null,
  "ASML",
  "T",
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  null,
  "GLTR",
  null,
  null,
  null,
  null,
  "CAT",
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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",
  null,
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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,
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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,
  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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  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,
  "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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  null,
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  null,
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  "TOL",
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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,
  "VLTO",
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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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  null,
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  null,
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  null,
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  null,
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  "PH",
  null,
  "AWK",
  null,
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  "XLK",
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  "URI",
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  "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 6 of 54

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316188309

Shares:152.4K

Value:$6.9M

% of Portfolio:0.2% ($6.9M/$3.5B)

464287507

IJH|464287507

Shares:121.1K

Value:$6.9M

% of Portfolio:0.2% ($6.9M/$3.5B)

33734X846

Shares:104.2K

Value:$6.8M

% of Portfolio:0.2% ($6.8M/$3.5B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:59.4K

Value:$6.7M

% of Portfolio:0.2% ($6.7M/$3.5B)

33733E831

Shares:213.0K

Value:$6.7M

% of Portfolio:0.2% ($6.7M/$3.5B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:28.4K

Value:$6.6M

% of Portfolio:0.2% ($6.6M/$3.5B)

92206C771

Shares:143.0K

Value:$6.6M

% of Portfolio:0.2% ($6.6M/$3.5B)

46436E478

Shares:294.4K

Value:$6.6M

% of Portfolio:0.2% ($6.6M/$3.5B)

464288679

Shares:57.5K

Value:$6.3M

% of Portfolio:0.2% ($6.3M/$3.5B)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:203.0K

Value:$6.3M

% of Portfolio:0.2% ($6.3M/$3.5B)

AbbVie Inc.

ABBV|00287Y109

Shares:33.9K

Value:$6.3M

% of Portfolio:0.2% ($6.3M/$3.5B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:107.6K

Value:$6.3M

% of Portfolio:0.2% ($6.3M/$3.5B)

AT&T INC.

T|00206R102

Shares:230.7K

Value:$6.2M

% of Portfolio:0.2% ($6.2M/$3.5B)

CATERPILLAR INC

CAT|149123101

Shares:20.1K

Value:$6.2M

% of Portfolio:0.2% ($6.2M/$3.5B)

14020W106

Shares:177.1K

Value:$6.1M

% of Portfolio:0.2% ($6.1M/$3.5B)

78464A201

Shares:76.0K

Value:$6.1M

% of Portfolio:0.2% ($6.1M/$3.5B)

46436E528

Shares:263.7K

Value:$6.1M

% of Portfolio:0.2% ($6.1M/$3.5B)

33740F672

Shares:158.5K

Value:$6.1M

% of Portfolio:0.2% ($6.1M/$3.5B)

922908751

VB|922908751

Shares:27.9K

Value:$6.0M

% of Portfolio:0.2% ($6.0M/$3.5B)

78464A409

SPYG|78464A409

Shares:72.7K

Value:$5.9M

% of Portfolio:0.2% ($5.9M/$3.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316188309)✕	152.4K	QoQ +289.26% (+113.2K) YoY +408.30% (+122.4K)	All Managers (Combined)	$6.9M	0.2% ($6.9M/$3.5B)	QoQ +294.12% (+$5.2M) YoY +410.31% (+$5.6M)
(IJHcusip464287507)	121.1K	QoQ +8.88% (-9.9K) YoY +31.49% (+29.0K)	All Managers (Combined)	$6.9M	0.2% ($6.9M/$3.5B)	QoQ -4.33% (-$310.7K) YoY +22.51% (+$1.3M)
(cusip33734X846)✕	104.2K	QoQ +1.48% (+1.5K) YoY -4.97% (-5.5K)	All Managers (Combined)	$6.8M	0.2% ($6.8M/$3.5B)	QoQ +2.42% (+$161.3K) YoY +10.05% (-$622.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	59.4K	QoQ -5.87% (-3.7K) YoY +74.27% (+25.3K)	All Managers (Combined)	$6.7M	0.2% ($6.7M/$3.5B)	QoQ +53.31% (-$2.3M) YoY +754.20% (+$5.9M)
(cusip33733E831)✕	213.0K	QoQ -0.86% (-1.9K) YoY +84.68% (+97.7K)	All Managers (Combined)	$6.7M	0.2% ($6.7M/$3.5B)	QoQ -1.37% (-$93.0K) YoY +113.21% (+$3.6M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	28.4K	QoQ -25.51% (-9.7K) YoY +7.11% (+1.9K)	All Managers (Combined)	$6.6M	0.2% ($6.6M/$3.5B)	QoQ -22.24% (-$1.9M) YoY +30.36% (+$1.5M)
(cusip92206C771)✕	143.0K	QoQ +2.99% (+4.2K) YoY -9.40% (-14.8K)	All Managers (Combined)	$6.6M	0.2% ($6.6M/$3.5B)	QoQ +4.83% (+$303.9K) YoY -8.39% (-$604.3K)
(cusip46436E478)✕	294.4K	QoQ +11.10% (+29.4K) YoY +2202.75% (+281.6K)	All Managers (Combined)	$6.6M	0.2% ($6.6M/$3.5B)	QoQ +10.35% (+$615.9K) YoY +2205.85% (+$6.3M)
(cusip464288679)✕	57.5K	QoQ +6.41% (+3.5K) YoY -21.38% (-15.6K)	All Managers (Combined)	$6.3M	0.2% ($6.3M/$3.5B)	QoQ +6.54% (+$389.8K) YoY -21.46% (-$1.7M)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	203.0K	QoQ +1.04% (-2.1K) YoY +13.27% (+23.8K)	All Managers (Combined)	$6.3M	0.2% ($6.3M/$3.5B)	QoQ -6.31% (-$426.9K) YoY +21.19% (+$1.1M)
AbbVie Inc.(ABBVcusip00287Y109)	33.9K	QoQ -0.13% (-46) YoY -22.61% (-9.9K)	All Managers (Combined)	$6.3M	0.2% ($6.3M/$3.5B)	QoQ +6.97% (-$411.0K) YoY -20.93% (-$1.7M)
ALTRIA GROUP, INC.(MOcusip02209S103)	107.6K	QoQ -10.34% (-12.4K) YoY -10.32% (-12.4K)	All Managers (Combined)	$6.3M	0.2% ($6.3M/$3.5B)	QoQ +2.09% (-$128.7K) YoY +19.77% (-$1.0M)
AT&T INC.(Tcusip00206R102)	230.7K	QoQ -13.34% (-35.5K) YoY -23.18% (-69.6K)	All Managers (Combined)	$6.2M	0.2% ($6.2M/$3.5B)	QoQ +5.50% (-$322.5K) YoY +17.01% (-$899.4K)
CATERPILLAR INC(CATcusip149123101)	20.1K	QoQ +14.14% (-2.5K) YoY -2.13% (-438)	All Managers (Combined)	$6.2M	0.2% ($6.2M/$3.5B)	QoQ -8.07% (-$540.8K) YoY -18.15% (-$1.4M)
(cusip14020W106)✕	177.1K	QoQ +105.45% (+90.9K) YoY +189.23% (+115.8K)	All Managers (Combined)	$6.1M	0.2% ($6.1M/$3.5B)	QoQ +100.82% (+$3.1M) YoY +209.07% (+$4.2M)
(cusip78464A201)✕	76.0K	QoQ +199.09% (+50.6K) YoY +201.35% (+50.8K)	All Managers (Combined)	$6.1M	0.2% ($6.1M/$3.5B)	QoQ +159.97% (+$3.8M) YoY +178.27% (+$3.9M)
(cusip46436E528)✕	263.7K	QoQ +17.30% (+38.9K) YoY +63.04% (+102.0K)	All Managers (Combined)	$6.1M	0.2% ($6.1M/$3.5B)	QoQ +16.55% (+$868.0K) YoY +63.89% (+$2.4M)
(cusip33740F672)✕	158.5K	QoQ -2.83% (-4.6K) YoY -13.36% (-24.5K)	All Managers (Combined)	$6.1M	0.2% ($6.1M/$3.5B)	QoQ -6.19% (-$400.0K) YoY -12.07% (-$831.2K)
(VBcusip922908751)	27.9K	QoQ -8.25% (-2.5K) YoY +14.18% (+3.5K)	All Managers (Combined)	$6.0M	0.2% ($6.0M/$3.5B)	QoQ -20.37% (-$1.5M) YoY +7.28% (+$407.5K)
(SPYGcusip78464A409)	72.7K	QoQ +331.78% (+55.9K) YoY +311.20% (+55.0K)	All Managers (Combined)	$5.9M	0.2% ($5.9M/$3.5B)	QoQ +296.78% (+$4.4M) YoY +358.35% (+$4.6M)