CIK 2065807
MB, LEVIS & ASSOCIATES, LLC
Institutional 13F holdings & portfolio
Holdings
245
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 245
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EFA | ISHARES TR | 167 | $15K–$50K | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 163 | $15K–$50K | SH |
| IWP | ISHARES TR | 112 | $15K–$50K | SH |
| APO | APOLLO GLOBAL MGMT INC | 100 | $1K–$15K | SH |
| MCHI | ISHARES TR | 227 | $1K–$15K | SH |
| DVN | DEVON ENERGY CORP NEW | 351 | $1K–$15K | SH |
| SYK | STRYKER CORPORATION | 35 | $1K–$15K | SH |
| SEE | SEALED AIR CORP NEW | 281 | $1K–$15K | SH |
| NTR | NUTRIEN LTD | 187 | $1K–$15K | SH |
| C | CITIGROUP INC | 98 | $1K–$15K | SH |
| FMS | FRESENIUS MEDICAL CARE AG | 478 | $1K–$15K | SH |
| SII | SPROTT INC | 110 | $1K–$15K | SH |
| IWV | ISHARES TR | 27 | $1K–$15K | SH |
| DTM | DT MIDSTREAM INC | 82 | $1K–$15K | SH |
| ESS | ESSEX PPTY TR INC | 37 | $1K–$15K | SH |
| IAI | ISHARES TR | 50 | $1K–$15K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 155 | $1K–$15K | SH |
| VPLS | VANGUARD MALVERN FDS | 110 | $1K–$15K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 137 | $1K–$15K | SH |
| SHEL | SHELL PLC | 109 | $1K–$15K | SH |
| OMC | OMNICOM GROUP INC | 97 | $1K–$15K | SH |
| SYY | SYSCO CORP | 100 | $1K–$15K | SH |
| FLS | FLOWSERVE CORP | 100 | $1K–$15K | SH |
| GRNY | TIDAL TRUST I | 275 | $1K–$15K | SH |
| BKV | BKV CORP | 250 | $1K–$15K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 115 | $1K–$15K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 125 | $1K–$15K | SH |
| COF | CAPITAL ONE FINL CORP | 25 | $1K–$15K | SH |
| IYW | ISHARES TR | 30 | $1K–$15K | SH |
| KD | KYNDRYL HLDGS INC | 210 | $1K–$15K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 104 | $1K–$15K | SH |
| CHTR | CHARTER COMMUNICATIONS INC N | 24 | $1K–$15K | SH |
| NI | NISOURCE INC | 117 | $1K–$15K | SH |
| PWRD | TCW ETF TRUST | 50 | $1K–$15K | SH |
| STT | STATE STR CORP | 37 | $1K–$15K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 10 | $1K–$15K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 18 | $1K–$15K | SH |
| KVUE | KENVUE INC | 261 | $1K–$15K | SH |
| ABNB | AIRBNB INC | 33 | $1K–$15K | SH |
| GFI | GOLD FIELDS LTD | 100 | $1K–$15K | SH |
| LMND | LEMONADE INC | 60 | $1K–$15K | SH |
| QCRH | QCR HOLDINGS INC | 50 | $1K–$15K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 36 | $1K–$15K | SH |
| FE | FIRSTENERGY CORP | 91 | $1K–$15K | SH |
| SPH | SUBURBAN PROPANE PARTNERS L | 219 | $1K–$15K | SH |
| FTS | FORTIS INC | 77 | $1K–$15K | SH |
| TFPM | TRIPLE FLAG PRECIOUS METAL | 116 | $1K–$15K | SH |
| BFH | BREAD FINANCIAL HOLDINGS INC | 50 | $1K–$15K | SH |
| DOO | BRP INC | 50 | $1K–$15K | SH |
| CMC | COMMERCIAL METALS CO | 50 | $1K–$15K | SH |