BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $4.1B AUM 571 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 69 New 271 Added 163 Reduced 43 Exited
Page 11 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GDDY GODADDY INC Technology 6,958.0 $591K 0.01% +3K +63.7% $84.88 +12.6%
202 VXF VANGUARD INDEX FDS 2,393.0 $590K 0.01% +146.0 +6.5% $246.37 -0.8%
203 WMB WILLIAMS COS INC Energy 7,924.0 $589K 0.01% +526.0 +7.1% $74.35 +0.1%
204 CTVA CORTEVA INC Basic Materials 6,921.0 $586K 0.01% +454.0 +7.0% $84.70 -2.2%
205 VLTO VERALTO CORP Industrials 6,317.0 $560K 0.01% +1K +28.7% $88.68 +11.3%
206 TGT TARGET CORP Consumer Defensive 4,271.0 $558K 0.01% +903.0 +26.8% $130.63 +25.6%
207 JFLI J P MORGAN EXCHANGE TRADED F 10,205.0 $555K 0.01% +5K +79.0% $54.43 -0.2%
208 IRM IRON MTN INC DEL Real Estate 4,372.0 $552K 0.01% +296.0 +7.3% $126.34 -3.9%
209 TYL TYLER TECHNOLOGIES INC Technology 1,864.0 $545K 0.01% +694.0 +59.3% $292.46 +20.6%
210 PAYC PAYCOM SOFTWARE INC Technology 4,310.0 $542K 0.01% +1K +47.2% $125.69 +84.8%
211 TECH BIO-TECHNE CORP Healthcare 7,581.0 $536K 0.01% +1K +23.4% $70.65 +2.4%
212 TRMB TRIMBLE INC Technology 10,402.0 $532K 0.01% +3K +37.5% $51.18 +16.6%
213 AVB AVALONBAY CMNTYS INC Real Estate 2,801.0 $529K 0.01% +251.0 +9.8% $188.77 -63.9%
214 CPT CAMDEN PPTY TR Real Estate 4,573.0 $524K 0.01% +480.0 +11.7% $114.51 -6.0%
215 VYM VANGUARD WHITEHALL FDS 3,286.0 $520K 0.01% +24.0 +0.7% $158.12 +4.3%
216 ESGD ISHARES TR 4,971.0 $511K 0.01% +522.0 +11.7% $102.81 +4.3%
217 SPG SIMON PPTY GROUP INC NEW Real Estate 2,254.0 $505K 0.01% +281.0 +14.2% $223.89 -3.0%
218 ENB ENBRIDGE INC Energy 9,298.0 $504K 0.01% +816.0 +9.6% $54.21 -7.1%
219 BSX BOSTON SCIENTIFIC CORP Healthcare 11,728.0 $501K 0.01% +3K +36.1% $42.68 +12.9%
220 EFG ISHARES TR 3,952.0 $492K 0.01% +1K +39.6% $124.43 +1.0%
Page 11 of 14  ·  271 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 13.5%
Industrials 10.6%
Consumer Cyclical 10.6%
Healthcare 7.2%
Communication Services 6.8%
Consumer Defensive 6.1%
Utilities 4.0%
Energy 3.8%
Real Estate 1.8%