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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 9 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ADSK AUTODESK INC Technology 4,333.0 $842K 0.02% +369.0 +9.3% $194.44 +31.0%
162 ECL ECOLAB INC Basic Materials 2,964.0 $826K 0.02% +38.0 +1.3% $278.63 +4.3%
163 CDNS CADENCE DESIGN SYSTEM INC Technology 2,184.0 $820K 0.02% +625.0 +40.1% $375.42 -10.9%
164 EFIV SPDR SERIES TRUST 11,229.0 $819K 0.02% +2K +17.8% $72.93 +2.7%
165 RPM RPM INTL INC Basic Materials 7,303.0 $812K 0.02% +3K +86.8% $111.16 -3.7%
166 CRM SALESFORCE INC Technology 5,159.0 $809K 0.02% +357.0 +7.4% $156.74 +31.2%
167 PDEC INNOVATOR ETFS TRUST 16,958.0 $778K 0.02% +5K +45.2% $45.89 +2.0%
168 CVS CVS HEALTH CORP Healthcare 7,273.0 $752K 0.02% +687.0 +10.4% $103.46 -8.8%
169 MBB ISHARES TR 7,861.0 $743K 0.02% +4K +108.1% $94.52 -1.0%
170 MDT MEDTRONIC PLC Healthcare 9,483.0 $742K 0.02% +5K +96.6% $78.23 +17.6%
171 VT VANGUARD INTL EQUITY INDEX F 4,723.0 $741K 0.02% +1K +35.1% $156.97 +2.5%
172 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,750.0 $741K 0.02% +3K +95.1% $109.80 +0.5%
173 D DOMINION ENERGY INC Utilities 10,754.0 $735K 0.02% +2K +22.3% $68.30 -2.0%
174 GEN GEN DIGITAL INC Technology 28,992.0 $722K 0.02% +9K +45.9% $24.89 +19.1%
175 TRGP TARGA RES CORP Energy 2,632.0 $706K 0.02% +421.0 +19.0% $268.29 +9.6%
176 SRE SEMPRA Utilities 7,592.0 $704K 0.02% +58.0 +0.8% $92.71 -8.0%
177 TDY TELEDYNE TECHNOLOGIES INC Technology 1,038.0 $692K 0.02% +50.0 +5.1% $666.96 -5.0%
178 LVS LAS VEGAS SANDS CORP Consumer Cyclical 14,977.0 $692K 0.02% +4K +36.5% $46.19 +0.1%
179 VXUS VANGUARD STAR FDS 8,072.0 $690K 0.02% +157.0 +2.0% $85.50 +2.7%
180 RSG REPUBLIC SVCS INC Industrials 3,214.0 $685K 0.02% +442.0 +15.9% $213.14 +4.2%
Page 9 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%