Advisors Preferred, LLC
Long book
$679.0M
Q1 2026
Positions
215
Top-10 weight
39%
concentration
Last quarter
+8.9%
SPY +14.8%
Turnover
55%
of book per quarter
Strategy in plain words
auto-generated from filingsAdvisors Preferred, LLC is a wealth-management firm allocating client money, running a $679.0M US long book across 215 positions.
The portfolio is moderately concentrated (top 10 ≈ 39% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, ISHARES 1-3 YEAR TREASURY BO, INVESCO NASDAQ 100 ETF, SCHWAB US DVD EQUITY ETF, ISHARES 0-3 MONTH TREASURY B.
Over the last 9 quarters its long book ran on average 2pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.3%
Q2 2024
+5.0%
Q3 2024
-0.9%
Q4 2024
-2.2%
Q1 2025
+4.6%
Q2 2025
+5.6%
Q3 2025
+1.2%
Q4 2025
-0.8%
Q1 2026
+8.9%
Sector allocation
Technology 27%
Financials 18%
Consumer discretionary 12%
Industrials 11%
Healthcare 10%
Other 6%
Utilities 5%
Energy 3%
Long book by quarter
What does Advisors Preferred, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 66.0K | $11.5M | 1.7% | Held |
| AAPL APPLE INC | Technology | 42.3K | $10.7M | 1.6% | +5.1% |
| CPRX CATALYST PHARMACEUTICALS INC | Healthcare | 381.2K | $9.4M | 1.4% | New |
| MSFT MICROSOFT CORP | Technology | 21.7K | $8.0M | 1.2% | +3.8% |
| GOOGL ALPHABET INC-CL A | Technology | 27.8K | $8.0M | 1.2% | Held |
| CAT CATERPILLAR INC | Industrials | 10.7K | $7.6M | 1.1% | +70.6% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 7.5K | $7.4M | 1.1% | +332.8% |
| LIN LINDE PLC | Materials | 12.7K | $6.3M | 0.9% | New |
| AVGO BROADCOM INC | Technology | 20.0K | $6.2M | 0.9% | +62.5% |
| BOH BANK OF HAWAII CORP | Financials | 75.1K | $5.6M | 0.8% | +279.0% |
| WM WASTE MANAGEMENT INC | Utilities | 2.3K | $5.3M | 0.8% | +79.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 25.3K | $5.3M | 0.8% | Held |
| ICE INTERCONTINENTAL EXCHANGE IN | Financials | 52.1K | $5.0M | 0.7% | +359.1% |
| RRC RANGE RESOURCES CORP | Energy | 99.0K | $4.5M | 0.7% | New |
| GEV GE VERNOVA INC | Industrials | 5.0K | $4.4M | 0.6% | +23.6% |
| FHN FIRST HORIZON CORP | Financials | 173.8K | $4.0M | 0.6% | New |
| DAR DARLING INGREDIENTS INC | Consumer staples | 62.5K | $3.9M | 0.6% | New |
| JPM JPMORGAN CHASE & CO | Financials | 12.5K | $3.7M | 0.5% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 6.3K | $3.6M | 0.5% | Held |
| KGS KODIAK GAS SERVICES INC | Utilities | 60.9K | $3.5M | 0.5% | -39.7% |
| WMT WALMART INC | Consumer discretionary | 28.2K | $3.5M | 0.5% | Held |
| SNX TD SYNNEX CORP | Consumer discretionary | 20.6K | $3.5M | 0.5% | New |
| BTSG BRIGHTSPRING HEALTH SERVICES | Healthcare | 80.3K | $3.4M | 0.5% | New |
| APH AMPHENOL CORP-CL A | Technology | 26.0K | $3.3M | 0.5% | -55.2% |
| AXTA AXALTA COATING SYSTEMS LTD | Other | 118.4K | $3.3M | 0.5% | +41.7% |
| KMT KENNAMETAL INC | Industrials | 89.9K | $3.2M | 0.5% | New |
| NDAQ NASDAQ INC | Financials | 36.9K | $3.1M | 0.5% | -26.8% |
| PAHC PHIBRO ANIMAL HEALTH CORP-A | Healthcare | 53.0K | $2.9M | 0.4% | New |
| BAC BANK OF AMERICA CORP | Financials | 55.5K | $2.7M | 0.4% | Held |
| SW SMURFIT WESTROCK PLC | Other | 65.5K | $2.6M | 0.4% | -28.4% |
| ACT ENACT HOLDINGS INC | Financials | 63.7K | $2.6M | 0.4% | New |
| HD HOME DEPOT INC | Consumer discretionary | 7.8K | $2.6M | 0.4% | -9.3% |
| WMB WILLIAMS COS INC | Utilities | 34.4K | $2.5M | 0.4% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 5.1K | $2.4M | 0.4% | Held |
| HASI HA SUSTAINABLE INFRASTRUCTUR | Financials | 66.4K | $2.4M | 0.4% | -21.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 9.5K | $2.3M | 0.3% | Held |
| AN AUTONATION INC | Consumer discretionary | 11.8K | $2.3M | 0.3% | New |
| PG PROCTER & GAMBLE CO/THE | Other | 15.7K | $2.3M | 0.3% | +29.9% |
| CRM SALESFORCE INC | Technology | 11.9K | $2.2M | 0.3% | Held |
| GS GOLDMAN SACHS GROUP INC | Financials | 2.6K | $2.2M | 0.3% | Held |
| TJX TJX COMPANIES INC | Consumer discretionary | 13.7K | $2.2M | 0.3% | +10.6% |
| BLK BLACKROCK INC | Financials | 2.2K | $2.1M | 0.3% | Held |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 9.0K | $2.0M | 0.3% | -14.1% |
| MS MORGAN STANLEY | Financials | 11.3K | $1.9M | 0.3% | Held |
| V VISA INC-CLASS A SHARES | Services media | 5.7K | $1.7M | 0.3% | -11.9% |
| PRVA PRIVIA HEALTH GROUP INC | Healthcare | 82.5K | $1.7M | 0.2% | New |
| MAS MASCO CORP | Industrials | 27.5K | $1.7M | 0.2% | Held |
| AMGN AMGEN INC | Healthcare | 4.7K | $1.7M | 0.2% | Held |
| NFLX NETFLIX INC | Services media | 17.0K | $1.6M | 0.2% | Held |
| PEP PEPSICO INC | Consumer staples | 10.4K | $1.6M | 0.2% | +49.2% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 5, 2026 | 216 | $679.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 2, 2026 | 228 | $614.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 10, 2025 | 236 | $677.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 5, 2025 | 192 | $365K | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 6, 2025 | 238 | $774.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 194 | $621.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 184 | $656.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 30, 2024 | 157 | $577.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 8, 2024 | 163 | $593.7M | canonical | SEC ↗ |