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Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $3.7B AUM 545 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 284 Added 140 Reduced 33 Exited
Page 6 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LOW LOWES COS INC Consumer Cyclical 5,373.0 $1.3M 0.04% +405.0 +8.2% $236.29 -8.0%
102 VOOV VANGUARD ADMIRAL FDS INC 6,167.0 $1.3M 0.03% +1K +21.0% $203.81 +7.1%
103 SYK STRYKER CORPORATION Healthcare 3,808.0 $1.3M 0.03% +327.0 +9.4% $328.69 -2.2%
104 MGK VANGUARD WORLD FD 3,363.0 $1.2M 0.03% +2K +97.8% $367.57 -75.8%
105 NXPI NXP SEMICONDUCTORS N V Technology 6,031.0 $1.2M 0.03% +724.0 +13.6% $196.92 +52.0%
106 AXP AMERICAN EXPRESS CO Financial Services 3,917.0 $1.2M 0.03% +208.0 +5.6% $302.57 +2.4%
107 CSX CSX CORP Industrials 28,592.0 $1.2M 0.03% +5K +18.9% $41.05 +11.8%
108 GEV GE VERNOVA INC Utilities 1,327.0 $1.2M 0.03% +456.0 +52.4% $873.03 +19.6%
109 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 13,309.0 $1.1M 0.03% +2K +15.0% $80.96 -3.1%
110 WRB BERKLEY W R CORP Financial Services 15,959.0 $1.1M 0.03% +4K +28.1% $66.28 +3.0%
111 HIG HARTFORD INSURANCE GROUP INC Financial Services 7,607.0 $1.0M 0.03% +983.0 +14.8% $135.24 +0.6%
112 PANW PALO ALTO NETWORKS INC Technology 6,373.0 $1.0M 0.03% +937.0 +17.2% $160.33 +57.8%
113 SO SOUTHERN CO Utilities 10,515.0 $1.0M 0.03% +3K +34.4% $96.53 -3.0%
114 VCSH VANGUARD SCOTTSDALE FDS 12,714.0 $1.0M 0.03% +3K +36.6% $79.27 -0.5%
115 FSLR FIRST SOLAR INC Energy 5,086.0 $1.0M 0.03% +1K +26.6% $197.27 +26.2%
116 AJG GALLAGHER ARTHUR J & CO Financial Services 4,604.0 $997K 0.03% +767.0 +20.0% $216.59 -4.2%
117 FLBL FRANKLIN TEMPLETON ETF TR 43,351.0 $997K 0.03% +5K +13.4% $23.00 +0.3%
118 ORCL ORACLE CORP Technology 6,644.0 $978K 0.03% +590.0 +9.8% $147.25 +28.9%
119 AAXJ ISHARES TR 10,135.0 $976K 0.03% +2K +28.5% $96.29 +18.6%
120 ADSK AUTODESK INC Technology 3,964.0 $949K 0.03% +208.0 +5.5% $239.42 +0.3%
Page 6 of 15  ·  284 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 30.2%
Financial Services 14.1%
Consumer Cyclical 10.9%
Industrials 10.8%
Communication Services 9.9%
Healthcare 6.9%
Consumer Defensive 5.4%
Energy 4.8%
Utilities 3.9%
Real Estate 1.7%