Myriad Asset Management US LP

Q2 2026 13F-HR Holdings

Location
West Palm Beach, FL
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$72,404
Net value change ($000)
+5,725 (8.6%)
New positions
21
Sold out positions
15
Turnover %
46.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 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)
AAPL 2,692 NEW
LLY 1,775 NEW
VTWO 1,774 NEW
RSP 1,740 NEW
EMXC 1,481 15.0%
V 1,133 NEW
GOOGL 927 40.3%
TMO 732 NEW
AMAT 669 NEW
CSX 654 NEW
Top Reduces (Value $000, Stocks/ETFs)
IAUM -12,854 -100.0%
IEMG -1,074 -7.3%
HSBC -573 -100.0%
VALE -498 -100.0%
BHP -456 -51.2%
SAN -341 -100.0%
AA -331 -100.0%
AMD -304 -100.0%
PHM -303 -100.0%
PNC -299 -100.0%
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