Advisors Preferred, LLC

CIK 0001598841 · Q1 2026

13F Equity AUM

$679.0M

+10.5% QoQ

Positions

215

-11 QoQ

AUM Rank

#3,586

Top 29%

Skill Alpha (FF)

-3.6%/yr

Underperformer

Rank #6,753 · Top 82%

vs S&P -9.8%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 27.6%Top 10: 38.9%Top 20: 54.5%

SPY12.3%

SHY5.0%

QQQM3.9%

SCHD3.5%

SGOV2.9%

XLE2.8%

VONG2.5%

IEF2.1%

XHLF2.1%

VIG1.8%

Others (205)61.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services68.4%

Technology7.9%

Healthcare4.3%

Industrials4.1%

Consumer Cyclical3.3%

Consumer Defensive3.1%

Energy2.2%

Communication Services2.1%

Other4.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 215Median: 0.15%Avg: 0.47%

0–0.5%

167(23.6%)

0.5–1%

22(15.1%)

1–3%

22(36.6%)

3–5%

3(12.4%)

5%+

1(12.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 211Unique: 4vs 20 funds

2.9%Low

215

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

BANK OF AMERICA CORP /DE/

4.4%

4.1%

5.5%

3.9%

VANGUARD CAPITAL MANAGEMENT LLC

3.3%

GEODE CAPITAL MANAGEMENT, LLC

3.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New78Increased78Decreased26Exited88

New Positions

SHY5.0%

+411K

XLE2.8%

+309K

CPRX1.4%

+381K

AMLP1.1%

+140K

LIN0.9%

+13K

IWS0.8%

+38K

ITM0.7%

+108K

TFI0.7%

+111K

RRC0.7%

+99K

AMT0.6%

+25K

Increased

PCY1.6%

+388K(+314%)

SPY12.3%

+102K(+387%)

BBD0.1%

+63K(+93%)

GSEW1.3%

+63K(+167%)

DLN1.6%

+56K(+84%)

BOH0.8%

+55K(+279%)

CWB1.7%

+52K(+71%)

SCHD3.5%

+48K(+7%)

ICE0.7%

+41K(+359%)

IEF2.1%

+41K(+37%)

Decreased

IWN0.1%

-181,527(-99%)

IWD0.4%

-67,085(-84%)

KGS0.5%

-40,146(-40%)

APH0.5%

-32,048(-55%)

SW0.4%

-25,987(-28%)

SAN0.0%

-21,770(-52%)

HASI0.4%

-17,820(-21%)

NDAQ0.5%

-13,524(-27%)

RSP0.5%

-11,182(-39%)

SPLV0.4%

-9,426(-22%)

Exited

-560,718

-67,450

-80,831

-87,970

-26,412

-20,634

-25,486

-43,241

-69,782

VEN

-56,455

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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