Macro Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
York, PA
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$324,825
Net value change ($000)
+11,113 (3.5%)
New positions
5
Sold out positions
2
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BUFH 4,934 59.5%
AIRR 4,252 60.3%
FIRST TRUST EXCHANGE-TRADED FUND 3,619 16.2%
BUFR 2,054 3.2%
XOM 1,805 NEW
ICSH 1,795 3.8%
IYW 1,347 6.9%
DYNF 1,330 3.2%
UPS 1,190 NEW
RSP 1,074 NEW
Top Reduces (Value $000, Stocks/ETFs)
UTES -6,744 -100.0%
BUFQ -5,531 -65.5%
JTEK -713 -44.5%
XLI -517 -5.3%
JMST -425 -17.8%
VTV -346 -2.4%
JUNM -318 -100.0%
CLOA -266 -1.7%
SPY -224 -7.3%
XLY -211 -39.2%
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