Macro Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
York, PA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$313,712
Net value change ($000)
+71,477 (29.5%)
New positions
7
Sold out positions
2
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FIRST TRUST EXCHANGE-TRADED FUND 22,300 NEW
ICSH 15,212 47.8%
DYNF 11,642 38.1%
CLOA 7,294 87.6%
BUFQ 7,187 574.0%
IUSG 3,187 29.2%
VTV 3,062 27.7%
XLI 2,817 40.3%
AIRR 1,623 29.9%
SCHG 661 23.6%
Top Reduces (Value $000, Stocks/ETFs)
SPY -3,269 -51.6%
BUFR -2,601 -3.9%
XOM -1,927 -100.0%
XLY -980 -64.6%
BUFH -566 -6.4%
XLF -310 -100.0%
MSFT -196 -21.3%
PNC -21 -7.6%
JPM -4 -1.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type