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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 7 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 14,856.0 $1.2M 0.03% +2K +11.6% $81.16 -8.8%
122 WELL WELLTOWER INC Real Estate 5,162.0 $1.2M 0.03% +3K +125.8% $226.98 +6.4%
123 MAS MASCO CORP Industrials 14,277.0 $1.2M 0.03% +2K +15.8% $81.38 -9.6%
124 HIG HARTFORD INSURANCE GROUP INC Financial Services 8,747.0 $1.2M 0.03% +1K +15.0% $132.54 +5.5%
125 FV FIRST TR EXCHANGE TRADED FD 15,260.0 $1.2M 0.03% +604.0 +4.1% $75.89 -2.7%
126 RTX RTX CORPORATION Industrials 5,962.0 $1.1M 0.03% +1K +27.6% $189.85 +11.7%
127 MRK MERCK & CO INC Healthcare 8,797.0 $1.1M 0.03% +2K +22.1% $128.53 +19.2%
128 MSI MOTOROLA SOLUTIONS INC Technology 2,687.0 $1.1M 0.03% +751.0 +38.8% $415.34 +17.3%
129 ORCL ORACLE CORP Technology 7,607.0 $1.1M 0.03% +963.0 +14.5% $146.66 +1.5%
130 CME CME GROUP INC Financial Services 4,985.0 $1.1M 0.03% +173.0 +3.6% $220.87 +27.2%
131 CB CHUBB LIMITED Financial Services 3,200.0 $1.1M 0.03% +2K +96.2% $340.83 +0.9%
132 URI UNITED RENTALS INC Industrials 950.0 $1.1M 0.03% +245.0 +34.8% $1133.08 -6.7%
133 DAL DELTA AIR LINES INC Industrials 11,473.0 $1.1M 0.03% +2K +15.4% $93.68 -11.3%
134 CORPAY INC 3,122.0 $1.0M 0.03% +162.0 +5.5% $333.27
135 PFE PFIZER INC Healthcare 42,927.0 $1.0M 0.03% +2K +4.0% $24.08 +17.5%
136 IWF ISHARES TR 8,239.0 $1.0M 0.03% +6K +302.1% $124.19 -2.0%
137 YUM YUM BRANDS INC Consumer Cyclical 6,351.0 $1.0M 0.03% +419.0 +7.1% $159.91 -3.4%
138 IUS INVESCO EXCH TRD SLF IDX FD 15,366.0 $1.0M 0.03% +11K +244.4% $65.58 +6.7%
139 TT TRANE TECHNOLOGIES PLC Industrials 2,022.0 $994K 0.02% +199.0 +10.9% $491.38 -5.7%
140 GS GOLDMAN SACHS GROUP INC Financial Services 968.0 $980K 0.02% +55.0 +6.0% $1012.78 +2.7%
Page 7 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%