Myriad Asset Management Advisors LLC

CIK 2069031 · View on SEC EDGAR ↗

Portfolio value
$423.8M
#4,214 of 9,443 by 13F value · top 44.6%
Positions
49
As of
June 30, 2026

Portfolio value QoQ: +24.9% 13F does not disclose cash

Top 10 holdings weight
62.29%
Top 25 holdings weight
83.47%
Positions above 1%
24
Effective number of positions
12.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 26.25% Est. buys $119,135,068 · sells $100,159,281

New positions
20
Increased
18
Decreased
11
Closed
18
On this page

Sector breakdown

Technology
20.4%
Industrials
7.9%
Financials
6.4%
Communication Services
5.6%
Healthcare
5.4%
Financial Services
4.8%
Materials
4.0%
Retail
3.3%
Energy
1.7%
Other/Unmapped
40.4%

Full portfolio 49 positions

Type Streak 8Q trend
IEMG $82,155,000 19.39% 991,726 $2,570,000 Down ×1
EMXC iShares MSCI Emerging Markets ex China ETF $68,044,000 16.06% 665,140 $9,492,000 Down ×1
NVDA NVIDIA Corporation - Common Stock $21,460,000 5.06% 107,253 $3,888,000 Up ×2
GOOGL Alphabet Inc. - Class A Common Stock $19,340,000 4.56% 54,117 $5,695,000 Up ×1
AAPL Apple Inc. - Common Stock $16,151,000 3.81% 55,818 Up ×1
AMZN Amazon.com, Inc. - Common Stock $14,151,000 3.34% 59,373 $4,014,000 Up ×1
MSFT Microsoft Corporation - Common Stock $10,941,000 2.58% 29,330 $-168,000 Down ×2
VTWO Vanguard Russell 2000 ETF $10,639,000 2.51% 87,623
LLY Eli Lilly and Company Common Stock $10,638,000 2.51% 8,869 Up ×1
RSP $10,433,000 2.46% 49,034 Up ×1
JPM JP Morgan Chase & Co. Common Stock $8,907,000 2.10% 27,212 $3,282,000 Up ×1
FCX Freeport-McMoRan, Inc. Common Stock $8,159,000 1.93% 129,737 $618,000 Up ×2
AVGO Broadcom Inc. - Common Stock $8,157,000 1.92% 21,593 $2,672,000 Up ×1
V Visa Inc. $6,791,000 1.60% 19,794 Up ×1
ASML ASML Holding N.V. - New York Registry Shares $6,750,000 1.59% 3,393 $1,523,000 Down ×1
C Citigroup, Inc. Common Stock $6,104,000 1.44% 43,610 $2,711,000 Up ×1
MS Morgan Stanley Common Stock $6,037,000 1.42% 28,878 $2,042,000 Up ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $5,743,000 1.36% 12,025 $1,233,000 Down ×2
GS Goldman Sachs Group, Inc. (The) Common Stock $5,393,000 1.27% 5,332 $1,660,000 Up ×1
CAT Caterpillar, Inc. Common Stock $5,150,000 1.22% 4,836 $915,000 Down ×1
UNP Union Pacific Corporation Common Stock $4,761,000 1.12% 17,504 $3,092,000 Up ×1
BAC Bank of America Corporation Common Stock $4,731,000 1.12% 83,022 $1,338,000 Up ×2
META Meta Platforms, Inc. - Class A Common Stock $4,506,000 1.06% 8,000 $-442,000 Down ×2
TMO Thermo Fisher Scientific Inc Common Stock $4,380,000 1.03% 8,737 Up ×1
MU Micron Technology, Inc. - Common Stock $4,192,000 0.99% 3,632 $948,000 Down ×2
ETN Eaton Corporation, PLC Ordinary Shares $4,140,000 0.98% 9,716 $702,000 Up ×2
LRCX Lam Research Corporation - Common Stock $4,089,000 0.96% 9,437 $1,344,000 Down ×1
AMAT Applied Materials, Inc. - Common Stock $4,020,000 0.95% 5,560 Up ×1
CSX CSX Corporation - Common Stock $3,917,000 0.92% 82,417 $3,037,000 Up ×1
TECK Teck Resources Ltd Ordinary Shares $3,891,000 0.92% 65,446 $540,000 Up ×2
VMC Vulcan Materials Company (Holding Company) Common Stock $3,848,000 0.91% 13,042 $748,000 Up ×2
MLM Martin Marietta Materials, Inc. Common Stock $3,611,000 0.85% 6,261 $409,000 Up ×2
DE Deere & Company Common Stock $3,414,000 0.81% 5,382 $1,479,000 Up ×2
MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock $3,221,000 0.76% 161,926 Up ×1
LNG Cheniere Energy, Inc. Common Stock $3,167,000 0.75% 13,249 Up ×1
GLW Corning Incorporated Common Stock $3,066,000 0.72% 12,004 Up ×1
DHR Danaher Corporation Common Stock $3,050,000 0.72% 16,014 Up ×1
ISRG Intuitive Surgical, Inc. - Common Stock $2,877,000 0.68% 7,235 Up ×1
VLO Valero Energy Corporation Common Stock $2,831,000 0.67% 10,869 Up ×1
MRVL Marvell Technology, Inc. - Common Stock $2,824,000 0.67% 9,479 Up ×1
BHP BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares) $2,608,000 0.62% 31,302 $-2,672,000 Down ×1
MA Mastercard Incorporated Common Stock $2,230,000 0.53% 4,341 Up ×1
NUE Nucor Corporation Common Stock $2,221,000 0.52% 9,973 Up ×1
WFC Wells Fargo & Company Common Stock $2,125,000 0.50% 25,716 $-17,000 Down ×1
PANW Palo Alto Networks, Inc. - Common Stock $2,122,000 0.50% 6,222 Up ×1
SMFG Sumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares (Japan) $1,935,000 0.46% 82,080 Up ×1
NVO Novo Nordisk A/S Common Stock $1,846,000 0.44% 38,512 Up ×1
BE Bloom Energy Corporation Class A Common Stock $1,592,000 0.38% 5,258 Up ×1
CCJ Cameco Corporation Common Stock $1,418,000 0.33% 13,918 $-77,000 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
AAPL $16,151,000 55,818 3.81%
VTWO $10,639,000 87,623 2.51%
LLY $10,638,000 8,869 2.51%
RSP $10,433,000 49,034 2.46%
V $6,791,000 19,794 1.60%
TMO $4,380,000 8,737 1.03%
AMAT $4,020,000 5,560 0.95%
MUFG $3,221,000 161,926 0.76%
LNG $3,167,000 13,249 0.75%
GLW $3,066,000 12,004 0.72%
DHR $3,050,000 16,014 0.72%
ISRG $2,877,000 7,235 0.68%
VLO $2,831,000 10,869 0.67%
MRVL $2,824,000 9,479 0.67%
MA $2,230,000 4,341 0.53%

Top movers (QoQ)

Security Action Shares Δ Value Δ
EMXC Trimmed -79K +$9.5M
GOOGL Bought more +7K +$5.7M
AMZN Bought more +11K +$4.0M
NVDA Bought more +7K +$3.9M
JPM Bought more +8K +$3.3M
UNP Bought more +11K +$3.1M
CSX Bought more +61K +$3.0M
C Bought more +14K +$2.7M
AVGO Bought more +4K +$2.7M
BHP Trimmed -41K -$2.7M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
IAUM June 30, 2026 777,371 $36,303,000 No longer tracked
BABA March 31, 2026 55,606 $8,150,727 -2.6%
XBI March 31, 2026 39,864 $4,860,618 No longer tracked
NU March 31, 2026 281,842 $4,718,035 0.8%
VTWO March 31, 2026 43,100 $4,289,312
SE March 31, 2026 32,773 $4,180,852 41.0%
PDD March 31, 2026 35,106 $3,980,669 -13.2%
HSBC June 30, 2026 41,198 $3,491,000 9.6%
XLV March 31, 2026 22,494 $3,482,071 No longer tracked
VALE June 30, 2026 185,583 $2,953,000 -3.6%
BIDU March 31, 2026 17,556 $2,293,867 -16.3%
SAN June 30, 2026 179,100 $2,020,000 6.0%
GEV March 31, 2026 3,033 $1,982,278 11.2%
AA June 30, 2026 29,600 $1,963,000 1.8%
UBER March 31, 2026 22,454 $1,834,716 8.7%
AMD June 30, 2026 8,867 $1,804,000 -19.0%
PHM June 30, 2026 15,253 $1,798,000 -6.6%
USB June 30, 2026 33,945 $1,783,000 3.0%
PNC June 30, 2026 8,514 $1,772,000 -0.9%
DHI June 30, 2026 12,294 $1,687,000 -8.9%
APP March 31, 2026 2,362 $1,591,563 -24.5%
NTES March 31, 2026 10,696 $1,471,984 14.1%
NEE March 31, 2026 18,192 $1,460,454 -8.5%
CEG March 31, 2026 4,115 $1,453,706 -2.4%
BBVA June 30, 2026 67,003 $1,451,000 15.4%
FUTU March 31, 2026 8,660 $1,422,059 -14.5%
BLK March 31, 2026 1,249 $1,336,855 20.3%
LEN June 30, 2026 14,786 $1,284,000 -4.5%
TFC June 30, 2026 27,141 $1,248,000 1.7%
MP June 30, 2026 24,473 $1,181,000 2.6%
FITB June 30, 2026 20,563 $964,000 -2.3%
CFG June 30, 2026 14,387 $863,000 0.5%
MTB June 30, 2026 4,120 $852,000 0.8%
HBAN June 30, 2026 50,867 $804,000 -3.2%