Macro Advisors, Inc.
Long book
$242.2M
Q1 2026
Positions
40
Top-10 weight
83%
concentration
Last quarter
+11.3%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsMacro Advisors, Inc. is a wealth-management firm allocating client money, running a $242.2M US long book across 40 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: FT VEST LAD BUFFERVETF-USD I, ISHARES ULTRA SHORT DURATION, ISHRS US E F R A ETF-USD INC, ISHARES USTECHNOLOGY ETF, VANGUARD VALUE ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 52%
Energy 15%
Materials 15%
Financials 8%
Consumer discretionary 5%
Industrials 4%
Long book by quarter
What does Macro Advisors, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 10.7K | $2.7M | 1.1% | Held |
| XOM EXXON MOBIL CORP | Energy | 11.4K | $1.9M | 0.8% | Held |
| FCX FREEPORT-MCMORAN INC | Materials | 32.4K | $1.9M | 0.8% | Held |
| NVDA NVIDIA CORP | Technology | 7.4K | $1.3M | 0.5% | Held |
| MSFT MICROSOFT CORP | Technology | 2.5K | $920K | 0.4% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 3.1K | $885K | 0.4% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.9K | $594K | 0.2% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.1K | $533K | 0.2% | Held |
| AVGO BROADCOM INC | Technology | 1.3K | $399K | 0.2% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 574 | $328K | 0.1% | Held |
| TSLA TESLA INC | Industrials | 815 | $303K | 0.1% | Held |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 1.3K | $277K | 0.1% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 867 | $255K | 0.1% | Held |
| CAT CATERPILLAR INC | Industrials | 334 | $236K | 0.1% | Held |
| NAK NORTHERN DYNASTY MINERALS | Materials | 11.1K | $16K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 41 | $242.2M | canonical | SEC ↗ |