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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 1 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BLUEROCK PVT REAL ESTATE FD 193,822.0 $2.5M 0.06% NEW $13.01
2 MRVL MARVELL TECHNOLOGY INC Technology 5,180.0 $1.5M 0.04% NEW $297.95 -18.3%
3 ALAB ASTERA LABS INC Technology 3,173.0 $1.5M 0.04% NEW $483.11 -40.6%
4 SOXL DIREXION SHARES ETF TRUST 3,860.0 $1.0M 0.03% NEW $266.71 -56.5%
5 TTMI TTM TECHNOLOGIES INC Technology 5,201.0 $973K 0.02% NEW $187.02 -36.0%
6 CARNIVAL CORP LTD 33,263.0 $950K 0.02% NEW $28.57
7 SPACE EXPLORATION TECHN CORP 5,068.0 $866K 0.02% NEW $170.91
8 DAN DANA INC Consumer Cyclical 28,405.0 $773K 0.02% NEW $27.21 +9.8%
9 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 9,771.0 $747K 0.02% NEW $76.40 +4.3%
10 AFL AFLAC INC Financial Services 5,856.0 $687K 0.02% NEW $117.32 -0.1%
11 PH PARKER-HANNIFIN CORP Industrials 666.0 $652K 0.02% NEW $978.29 +6.3%
12 IVE ISHARES TR 2,554.0 $580K 0.01% NEW $227.08 +4.7%
13 ROCQ J P MORGAN EXCHANGE TRADED F 9,280.0 $535K 0.01% NEW $57.66 -4.5%
14 NUE NUCOR CORP Basic Materials 2,377.0 $530K 0.01% NEW $222.78 +13.7%
15 FLEX FLEX LTD Technology 3,075.0 $498K 0.01% NEW $162.07 -31.7%
16 DVN DEVON ENERGY CORP NEW Energy 11,759.0 $486K 0.01% NEW $41.32 +13.9%
17 SPIB SPDR SERIES TRUST 14,317.0 $479K 0.01% NEW $33.46 -0.8%
18 JEMA J P MORGAN EXCHANGE TRADED F 7,435.0 $475K 0.01% NEW $63.88 -2.3%
19 NOW SERVICENOW INC Technology 4,612.0 $458K 0.01% NEW $99.28 +26.8%
20 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,511.0 $443K 0.01% NEW $293.32 +4.5%
Page 1 of 4  ·  69 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%