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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 5 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK OF AMER CORP Financial Services 37,478.0 $2.1M 0.05% +576.0 +1.6% $56.98 +9.2%
82 JBBB JANUS DETROIT STR TR 44,309.0 $2.1M 0.05% +10K +27.7% $47.35 +0.5%
83 SGOV ISHARES TR 20,304.0 $2.0M 0.05% +4K +21.9% $100.67 -0.0%
84 MS MORGAN STANLEY Financial Services 9,219.0 $1.9M 0.05% +921.0 +11.1% $209.09 +2.4%
85 MGK VANGUARD WORLD FD 21,398.0 $1.9M 0.05% +18K +536.3% $87.92 +1.1%
86 NXPI NXP SEMICONDUCTORS N V Technology 6,575.0 $1.8M 0.04% +544.0 +9.0% $281.09 -20.6%
87 SUB ISHARES TR 17,277.0 $1.8M 0.04% +2K +11.9% $106.47 -0.1%
88 QCOM QUALCOMM INC Technology 9,549.0 $1.8M 0.04% +3K +37.9% $184.85 -11.4%
89 CSCO CISCO SYS INC Technology 14,826.0 $1.7M 0.04% +3K +30.8% $117.47 -4.4%
90 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,536.0 $1.7M 0.04% +360.0 +8.6% $370.75 -3.3%
91 BKLN INVESCO EXCH TRADED FD TR II 82,005.0 $1.7M 0.04% +12K +16.8% $20.38 +0.7%
92 GRNY TIDAL TRUST I 59,811.0 $1.7M 0.04% +47K +379.3% $27.65 +0.9%
93 VEA VANGUARD TAX-MANAGED FDS 22,864.0 $1.6M 0.04% +648.0 +2.9% $71.26 +3.1%
94 MCO MOODYS CORP Financial Services 3,547.0 $1.6M 0.04% +415.0 +13.2% $453.19 +13.5%
95 AXP AMERICAN EXPRESS CO Financial Services 4,729.0 $1.6M 0.04% +812.0 +20.7% $338.34 -0.6%
96 SO SOUTHERN CO Utilities 16,579.0 $1.6M 0.04% +6K +57.7% $95.71 -6.2%
97 MMM 3M CO Industrials 9,766.0 $1.6M 0.04% +2K +31.2% $161.94 +11.1%
98 EMR EMERSON ELEC CO Industrials 10,773.0 $1.5M 0.04% +4K +49.0% $143.17 +10.6%
99 VGT VANGUARD WORLD FD 12,768.0 $1.5M 0.04% +11K +581.7% $119.53 -1.3%
100 TJX TJX COS INC NEW Consumer Cyclical 10,060.0 $1.5M 0.04% +1K +11.6% $151.52 -9.7%
Page 5 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%