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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 3 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 7,238.0 $8.7M 0.21% +1K +16.9% $1199.71 -0.8%
42 BERKSHIRE HATHAWAY INC DEL 16,722.0 $8.4M 0.20% +2K +17.0% $500.43
43 CAT CATERPILLAR INC Industrials 7,135.0 $7.6M 0.19% +1K +18.1% $1065.20 -22.8%
44 PG PROCTER & GAMBLE CO Consumer Defensive 49,531.0 $7.3M 0.18% +27K +115.6% $146.65 -1.1%
45 VUG VANGUARD INDEX FDS 83,149.0 $7.2M 0.18% +69K +478.6% $86.14 +1.5%
46 BSJS INVESCO EXCH TRD SLF IDX FD 327,100.0 $7.1M 0.17% +25K +8.2% $21.75 +0.1%
47 JPM JPMORGAN CHASE & CO Financial Services 20,476.0 $6.7M 0.16% +7K +50.9% $327.41 +8.9%
48 WMT WALMART INC Consumer Defensive 57,915.0 $6.6M 0.16% +6K +10.9% $113.27 -7.9%
49 VTIP VANGUARD MALVERN FDS 115,968.0 $5.8M 0.14% +26K +28.6% $50.23 -0.8%
50 PMAY INNOVATOR ETFS TRUST 137,093.0 $5.7M 0.14% +100K +271.2% $41.30 +1.8%
51 JNJ JOHNSON & JOHNSON Healthcare 22,094.0 $5.6M 0.14% +6K +33.9% $254.04 +6.3%
52 XOM EXXON MOBIL CORP Energy 38,417.0 $5.3M 0.13% +2K +6.8% $136.74 +15.7%
53 PFEB INNOVATOR ETFS TRUST 118,670.0 $5.1M 0.12% +7K +6.0% $43.06 +1.9%
54 BSJT INVESCO EXCH TRD SLF IDX FD 229,603.0 $4.9M 0.12% +12K +5.5% $21.13 +0.2%
55 PMAR INNOVATOR ETFS TRUST 86,672.0 $4.1M 0.10% +26K +43.1% $47.77 +1.9%
56 FDL FIRST TR EXCHANGE-TRADED FD 83,486.0 $4.1M 0.10% +15K +21.8% $48.66 +9.8%
57 GE GE AEROSPACE Industrials 10,544.0 $3.9M 0.10% +2K +19.5% $373.87 -5.2%
58 NFLX NETFLIX INC. Communication Services 54,000.0 $3.9M 0.10% +5K +10.4% $71.40 +14.1%
59 BSJU INVESCO EXCH TRD SLF IDX FD 148,157.0 $3.8M 0.09% +2K +1.1% $25.81 -0.3%
60 NEE NEXTERA ENERGY INC Utilities 42,470.0 $3.7M 0.09% +15K +55.1% $87.77 -4.0%
Page 3 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%