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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 12 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VTEB VANGUARD MUN BD FDS 9,698.0 $491K 0.01% +239.0 +2.5% $50.58 -2.1%
222 IWR ISHARES TR 4,445.0 $490K 0.01% +89.0 +2.0% $110.33 +2.6%
223 NSC NORFOLK SOUTHN CORP Industrials 1,532.0 $482K 0.01% +667.0 +77.1% $314.88 +12.0%
224 AMGN AMGEN INC Healthcare 1,326.0 $480K 0.01% +297.0 +28.9% $362.21 +21.6%
225 DOC HEALTHPEAK PROPERTIES INC Real Estate 22,386.0 $479K 0.01% +2K +7.2% $21.40 +0.8%
226 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,910.0 $476K 0.01% +164.0 +3.5% $96.89 +6.2%
227 CMS CMS ENERGY CORP Utilities 6,158.0 $471K 0.01% +44.0 +0.7% $76.52 -9.5%
228 QUAL ISHARES TR 2,146.0 $471K 0.01% +116.0 +5.7% $219.54 +1.9%
229 SCHW SCHWAB CHARLES CORP Financial Services 4,980.0 $460K 0.01% +1K +26.4% $92.33 +18.5%
230 FISV FISERV INC Technology 9,194.0 $451K 0.01% +3K +47.7% $49.05 +6.9%
231 OMC OMNICOM GROUP INC Communication Services 6,095.0 $444K 0.01% +151.0 +2.5% $72.85 +20.6%
232 DHI D R HORTON INC Consumer Cyclical 2,700.0 $440K 0.01% +230.0 +9.3% $162.92 -8.4%
233 SCHV SCHWAB STRATEGIC TR 12,414.0 $432K 0.01% +1K +13.1% $34.82 +0.4%
234 FNDF SCHWAB STRATEGIC TR 8,080.0 $426K 0.01% +309.0 +4.0% $52.77 +5.5%
235 CBOE CBOE GLOBAL MKTS INC Financial Services 1,751.0 $425K 0.01% +55.0 +3.2% $242.71 +28.6%
236 JCI JOHNSON CONTROLS INTERNATION Industrials 2,896.0 $423K 0.01% +21.0 +0.7% $146.13 -1.2%
237 ZTS ZOETIS INC Healthcare 5,802.0 $417K 0.01% +547.0 +10.4% $71.86 +7.9%
238 BWA BORGWARNER INC Consumer Cyclical 6,243.0 $415K 0.01% +540.0 +9.5% $66.41 -2.6%
239 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 6,431.0 $412K 0.01% +1K +24.3% $64.01 +14.5%
240 ROST ROSS STORES INC Consumer Cyclical 1,847.0 $393K 0.01% +214.0 +13.1% $212.88 +11.0%
Page 12 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%