Myriad Asset Management Advisors
WEST PALM BEACH, FLfiles as Myriad Asset Management Advisors LLC
$424m in 49 US stocks at the end of 30 June 2026. The top 10 are 62.3% of the money. It changed about 27.1% of the portfolio this quarter.
Value
$424m
Stocks
49
Top 10 share
62.3%
Turnover
27.1%
What changed this quarter
New
Bought for the first time this quarter.
- AppleAAPL3.8% of the fund
- Vanguard Scottsdale FDSVTWO2.5% of the fund
- Eli LillyLLY2.5% of the fund
- Invesco Exchange Traded FD TRSP2.5% of the fund
- VisaV1.6% of the fund
- Thermo Fisher ScientificTMO1.0% of the fund
- Applied MaterialsAMAT0.9% of the fund
- Mitsubishi UFJ Financial GroupMUFG0.8% of the fund
- Cheniere EnergyLNG0.7% of the fund
- CorningGLW0.7% of the fund
- DanaherDHR0.7% of the fund
- Intuitive SurgicalISRG0.7% of the fund
- Valero EnergyVLO0.7% of the fund
- Marvell TechnologyMRVL0.7% of the fund
- MastercardMA0.5% of the fund
- NucorNUE0.5% of the fund
- Palo Alto NetworksPANW0.5% of the fund
- Sumitomo Mitsui FIN GRPSMFG0.5% of the fund
- Novo Nordisk A SNVO0.4% of the fund
- Bloom EnergyBE0.4% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA5.1% of the fund+6%
- AlphabetGOOGL4.6% of the fund+14%
- Amazon.comAMZN3.3% of the fund+22%
- JPMorgan ChaseJPM2.1% of the fund+42%
- BroadcomAVGO1.9% of the fund+22%
- CitigroupC1.4% of the fund+46%
- Morgan StanleyMS1.4% of the fund+19%
- Goldman Sachs GroupGS1.3% of the fund+21%
- Union PacificUNP1.1% of the fund+154%
- Bank of AmericaBAC1.1% of the fund+19%
- CSXCSX0.9% of the fund+284%
- Vulcan MaterialsVMC0.9% of the fund+15%
- Martin Marietta MaterialsMLM0.9% of the fund+15%
- DeereDE0.8% of the fund+57%
Cut
Sold some of their stake.
- IsharesIEMG19.4% of the fund-13%
- IsharesEMXC16.1% of the fund-11%
- MicrosoftMSFT2.6% of the fund-2%
- ASML Holding NVASML1.6% of the fund-14%
- Taiwan Semiconductor ManufacturingTSM1.4% of the fund-10%
- CaterpillarCAT1.2% of the fund-19%
- Meta PlatformsMETA1.1% of the fund-7%
- Micron TechnologyMU1.0% of the fund-62%
- Lam ResearchLRCX1.0% of the fund-26%
- BHP Billiton LimitedBHP0.6% of the fund-57%
- Wells Fargo & CompanyWFC0.5% of the fund-4%
Sold out
Sold their entire stake.
- Ishares Gold Trust MicroIAUM-100%
- HSBC HoldingsHSBC-100%
- Vale S AVALE-100%
- Banco SantanderSAN-100%
- AlcoaAA-100%
- Advanced Micro DevicesAMD-100%
- PultegroupPHM-100%
- US BancorpUSB-100%
- PNC Financial Services GroupPNC-100%
- Horton D RDHI-100%
- Banco Bilbao Vizcaya ArgentariaBBVA-100%
- LennarLEN-100%
- Truist FinancialTFC-100%
- MP MaterialsMP-100%
- Fifth Third BancorpFITB-100%
- Citizens Financial GroupCFG-100%
- M&T BankMTB-100%
- Huntington BancsharesHBAN-100%
Holdings
- IsharesIEMG
- Share
- 19.4%
- Value
- $82m
- Shares
- 991,726
-13%
- IsharesEMXC
- Share
- 16.1%
- Value
- $68m
- Shares
- 665,140
-11%
- Vanguard Scottsdale FDSVTWO
- Share
- 2.5%
- Value
- $11m
- Shares
- 87,623
New
- Invesco Exchange Traded FD TRSP
- Share
- 2.5%
- Value
- $10m
- Shares
- 49,034
New
- Teck ResourcesTECK
- Share
- 0.9%
- Value
- $4m
- Shares
- 65,446
Held
- BHP Billiton LimitedBHP
- Share
- 0.6%
- Value
- $3m
- Shares
- 31,302
-57%
- Sumitomo Mitsui FIN GRPSMFG
- Share
- 0.5%
- Value
- $2m
- Shares
- 82,080
New
- CamecoCCJ
- Share
- 0.3%
- Value
- $1m
- Shares
- 13,918
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| IsharesIEMG | 19.4% | $82m | 991,726 | -13% |
| IsharesEMXC | 16.1% | $68m | 665,140 | -11% |
| NvidiaNVDA | 5.1% | $21m | 107,253 | +6% |
| AlphabetGOOGL | 4.6% | $19m | 54,117 | +14% |
| AppleAAPL | 3.8% | $16m | 55,818 | New |
| Amazon.comAMZN | 3.3% | $14m | 59,373 | +22% |
| MicrosoftMSFT | 2.6% | $11m | 29,330 | -2% |
| Vanguard Scottsdale FDSVTWO | 2.5% | $11m | 87,623 | New |
| Eli LillyLLY | 2.5% | $11m | 8,869 | New |
| Invesco Exchange Traded FD TRSP | 2.5% | $10m | 49,034 | New |
| JPMorgan ChaseJPM | 2.1% | $9m | 27,212 | +42% |
| Freeport-McMoRanFCX | 1.9% | $8m | 129,737 | Held |
| BroadcomAVGO | 1.9% | $8m | 21,593 | +22% |
| VisaV | 1.6% | $7m | 19,794 | New |
| ASML Holding NVASML | 1.6% | $7m | 3,393 | -14% |
| CitigroupC | 1.4% | $6m | 43,610 | +46% |
| Morgan StanleyMS | 1.4% | $6m | 28,878 | +19% |
| Taiwan Semiconductor ManufacturingTSM | 1.4% | $6m | 12,025 | -10% |
| Goldman Sachs GroupGS | 1.3% | $5m | 5,332 | +21% |
| CaterpillarCAT | 1.2% | $5m | 4,836 | -19% |
| Union PacificUNP | 1.1% | $5m | 17,504 | +154% |
| Bank of AmericaBAC | 1.1% | $5m | 83,022 | +19% |
| Meta PlatformsMETA | 1.1% | $5m | 8,000 | -7% |
| Thermo Fisher ScientificTMO | 1.0% | $4m | 8,737 | New |
| Micron TechnologyMU | 1.0% | $4m | 3,632 | -62% |
| EatonETN | 1.0% | $4m | 9,716 | Held |
| Lam ResearchLRCX | 1.0% | $4m | 9,437 | -26% |
| Applied MaterialsAMAT | 0.9% | $4m | 5,560 | New |
| CSXCSX | 0.9% | $4m | 82,417 | +284% |
| Teck ResourcesTECK | 0.9% | $4m | 65,446 | Held |
| Vulcan MaterialsVMC | 0.9% | $4m | 13,042 | +15% |
| Martin Marietta MaterialsMLM | 0.9% | $4m | 6,261 | +15% |
| DeereDE | 0.8% | $3m | 5,382 | +57% |
| Mitsubishi UFJ Financial GroupMUFG | 0.8% | $3m | 161,926 | New |
| Cheniere EnergyLNG | 0.7% | $3m | 13,249 | New |
| CorningGLW | 0.7% | $3m | 12,004 | New |
| DanaherDHR | 0.7% | $3m | 16,014 | New |
| Intuitive SurgicalISRG | 0.7% | $3m | 7,235 | New |
| Valero EnergyVLO | 0.7% | $3m | 10,869 | New |
| Marvell TechnologyMRVL | 0.7% | $3m | 9,479 | New |
| BHP Billiton LimitedBHP | 0.6% | $3m | 31,302 | -57% |
| MastercardMA | 0.5% | $2m | 4,341 | New |
| NucorNUE | 0.5% | $2m | 9,973 | New |
| Wells Fargo & CompanyWFC | 0.5% | $2m | 25,716 | -4% |
| Palo Alto NetworksPANW | 0.5% | $2m | 6,222 | New |
| Sumitomo Mitsui FIN GRPSMFG | 0.5% | $2m | 82,080 | New |
| Novo Nordisk A SNVO | 0.4% | $2m | 38,512 | New |
| Bloom EnergyBE | 0.4% | $2m | 5,258 | New |
| CamecoCCJ | 0.3% | $1m | 13,918 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 30.5% since 31 December 2025.
Where the money is
Technology19.5%
Financial services10.7%
Industrials7.0%
Media & telecom5.6%
Materials5.5%
Health care5.4%
Retail & consumer3.3%
Energy1.4%
Other41.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.