Myriad Asset Management Advisors LLC
Long book
$339.4M
Q1 2026
Positions
47
Top-10 weight
72%
concentration
Last quarter
+16.6%
SPY +14.8%
Turnover
49%
of book per quarter
Strategy in plain words
auto-generated from filingsMyriad Asset Management Advisors LLC is a wealth-management firm allocating client money, running a $339.4M US long book across 47 positions.
The portfolio is concentrated: the top 10 names carry 72% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES CORE MSCI EMERGING, ISHARES MSCI EMR MRK EX CHNA, ISHARES GOLD TRUST MICRO, NVIDIA CORP, ALPHABET INC-CL A.
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
Q4 2025
-1.3%
Q1 2026
+16.6%
Sector allocation
Technology 40%
Financials 21%
Industrials 18%
Materials 14%
Consumer discretionary 7%
Long book by quarter
What does Myriad Asset own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 100.8K | $17.6M | 5.2% | +0.5% |
| GOOGL ALPHABET INC-CL A | Technology | 47.5K | $13.6M | 4.0% | -13.2% |
| MSFT MICROSOFT CORP | Technology | 30.0K | $11.1M | 3.3% | -18.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 48.7K | $10.1M | 3.0% | -28.7% |
| FCX FREEPORT-MCMORAN INC | Materials | 128.3K | $7.5M | 2.2% | +0.6% |
| JPM JPMORGAN CHASE & CO | Financials | 19.1K | $5.6M | 1.7% | -19.7% |
| AVGO BROADCOM INC | Technology | 17.7K | $5.5M | 1.6% | -25.1% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 4.0K | $5.2M | 1.5% | +109.0% |
| META META PLATFORMS INC-CLASS A | Technology | 8.6K | $4.9M | 1.5% | -39.2% |
| CAT CATERPILLAR INC | Industrials | 6.0K | $4.2M | 1.2% | +0.6% |
| MS MORGAN STANLEY | Financials | 24.3K | $4.0M | 1.2% | -14.9% |
| GS GOLDMAN SACHS GROUP INC | Financials | 4.4K | $3.7M | 1.1% | -22.8% |
| ETN EATON CORP PLC | Industrials | 9.6K | $3.4M | 1.0% | +0.6% |
| C CITIGROUP INC | Financials | 29.9K | $3.4M | 1.0% | -2.0% |
| BAC BANK OF AMERICA CORP | Financials | 69.6K | $3.4M | 1.0% | +0.6% |
| TECK TECK RESOURCES LTD-CLS B | Materials | 64.7K | $3.4M | 1.0% | +0.6% |
| MU MICRON TECHNOLOGY INC | Technology | 9.6K | $3.2M | 1.0% | -17.7% |
| MLM MARTIN MARIETTA MATERIALS | Materials | 5.4K | $3.2M | 0.9% | +0.7% |
| VMC VULCAN MATERIALS CO | Materials | 11.4K | $3.1M | 0.9% | +0.6% |
| LRCX LAM RESEARCH CORP | Industrials | 12.8K | $2.7M | 0.8% | +0.6% |
| WFC WELLS FARGO & CO | Financials | 26.9K | $2.1M | 0.6% | +0.6% |
| AA ALCOA CORP | Industrials | 29.6K | $2.0M | 0.6% | New |
| DE DEERE & CO | Industrials | 3.4K | $1.9M | 0.6% | +0.5% |
| AMD ADVANCED MICRO DEVICES | Technology | 8.9K | $1.8M | 0.5% | +0.6% |
| PHM PULTEGROUP INC | Industrials | 15.3K | $1.8M | 0.5% | +0.6% |
| USB US BANCORP | Financials | 33.9K | $1.8M | 0.5% | New |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 8.5K | $1.8M | 0.5% | New |
| DHI DR HORTON INC | Industrials | 12.3K | $1.7M | 0.5% | +0.6% |
| UNP UNION PACIFIC CORP | Industrials | 6.9K | $1.7M | 0.5% | New |
| CCJ CAMECO CORP | Materials | 13.8K | $1.5M | 0.4% | -62.2% |
| LEN LENNAR CORP-A | Industrials | 14.8K | $1.3M | 0.4% | +0.6% |
| TFC TRUIST FINANCIAL CORP | Financials | 27.1K | $1.2M | 0.4% | New |
| MP MP MATERIALS CORP | Materials | 24.5K | $1.2M | 0.3% | +0.6% |
| FITB FIFTH THIRD BANCORP | Financials | 20.6K | $964K | 0.3% | New |
| CSX CSX CORP | Industrials | 21.4K | $880K | 0.3% | New |
| CFG CITIZENS FINANCIAL GROUP | Financials | 14.4K | $863K | 0.3% | New |
| MTB M & T BANK CORP | Financials | 4.1K | $852K | 0.3% | New |
| HBAN HUNTINGTON BANCSHARES INC | Financials | 50.9K | $804K | 0.2% | New |