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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 13 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NOBL PROSHARES TR 6,767.0 $380K 0.01% +3K +100.2% $56.17 +4.7%
242 XEL XCEL ENERGY INC Utilities 4,724.0 $379K 0.01% +469.0 +11.0% $80.32 -3.3%
243 VMC VULCAN MATLS CO Basic Materials 1,260.0 $372K 0.01% +43.0 +3.5% $295.15 -7.3%
244 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,273.0 $371K 0.01% +164.0 +14.8% $291.12 -9.7%
245 BUFR FIRST TR EXCHNG TRADED FD VI 9,733.0 $356K 0.01% +131.0 +1.4% $36.53 +2.2%
246 RJF RAYMOND JAMES FINL INC Financial Services 2,318.0 $352K 0.01% +166.0 +7.7% $152.05 +16.2%
247 SCMB SCHWAB STRATEGIC TR 13,614.0 $352K 0.01% +452.0 +3.4% $25.82 -2.2%
248 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,546.0 $349K 0.01% +424.0 +20.0% $137.00 +32.6%
249 GPN GLOBAL PMTS INC Industrials 4,702.0 $341K 0.01% +447.0 +10.5% $72.57 +28.1%
250 PYPL PAYPAL HLDGS INC Financial Services 7,888.0 $341K 0.01% +922.0 +13.2% $43.19 +43.1%
251 ET ENERGY TRANSFER L P Energy 17,797.0 $340K 0.01% +164.0 +0.9% $19.12 +12.1%
252 INNOVATOR ETFS TRUST 10,679.0 $336K 0.01% +1K +12.2% $31.45
253 BDX BECTON DICKINSON & CO Healthcare 2,192.0 $332K 0.01% +141.0 +6.9% $151.40 +25.6%
254 GWW WW GRAINGER INC Industrials 234.0 $319K 0.01% +10.0 +4.5% $1362.91 -2.0%
255 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 7,999.0 $310K 0.01% +797.0 +11.1% $38.73 +60.3%
256 UDR UDR INC Real Estate 7,588.0 $303K 0.01% +545.0 +7.7% $39.92 -5.0%
257 CMCSA COMCAST CORP NEW Communication Services 12,212.0 $300K 0.01% +1K +12.2% $24.55 +10.8%
258 CTAS CINTAS CORP Industrials 1,709.0 $291K 0.01% +26.0 +1.5% $170.15 +20.9%
259 GD GENERAL DYNAMICS CORP Industrials 798.0 $283K 0.01% +178.0 +28.7% $354.59 +7.7%
260 PSKY PARAMOUNT SKYDANCE CORP Communication Services 27,345.0 $270K 0.01% +5K +21.0% $9.86 +8.9%
Page 13 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%