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Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $3.7B AUM 519 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 519 New
Page 14 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TT TRANE TECHNOLOGIES PLC Industrials 1,636.0 $637K 0.02% NEW $389.37 +24.5%
262 IMTM ISHARES TR 13,003.0 $624K 0.02% NEW $47.97 +9.5%
263 MAS MASCO CORP Industrials 9,769.0 $620K 0.02% NEW $63.46 +28.6%
264 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,914.0 $614K 0.02% NEW $156.81 +39.0%
265 LVS LAS VEGAS SANDS CORP Consumer Cyclical 9,269.0 $603K 0.02% NEW $65.09 -28.9%
266 DAL DELTA AIR LINES INC DEL Industrials 8,679.0 $602K 0.02% NEW $69.42 +34.1%
267 AEP AMERICAN ELEC PWR CO INC Utilities 5,190.0 $599K 0.02% NEW $115.37 +17.1%
268 GDX VANECK ETF TRUST 6,914.0 $593K 0.02% NEW $85.78 -12.5%
269 VB VANGUARD INDEX FDS 2,284.0 $590K 0.02% NEW $258.11 +16.8%
270 OKE ONEOK INC NEW Energy 7,981.0 $587K 0.02% NEW $73.52 +16.6%
271 VZ VERIZON COMMUNICATIONS INC Communication Services 14,357.0 $585K 0.02% NEW $40.74 +3.1%
272 ZTS ZOETIS INC Healthcare 4,578.0 $576K 0.02% NEW $125.84 -42.4%
273 F FORD MTR CO Consumer Cyclical 43,672.0 $573K 0.02% NEW $13.12 +4.0%
274 GIS GENERAL MLS INC Consumer Defensive 12,313.0 $573K 0.02% NEW $46.51 -18.8%
275 GEV GE VERNOVA INC Utilities 871.0 $569K 0.02% NEW $653.65 +73.5%
276 SPSM SPDR SERIES TRUST 12,094.0 $567K 0.01% NEW $46.87 +22.4%
277 XMHQ INVESCO EXCHANGE TRADED FD T 5,524.0 $566K 0.01% NEW $102.44 +10.1%
278 TMO THERMO FISHER SCIENTIFIC INC Healthcare 975.0 $565K 0.01% NEW $579.77 -11.5%
279 EFIV SPDR SERIES TRUST 8,496.0 $562K 0.01% NEW $66.15 +9.6%
280 SCHF SCHWAB STRATEGIC TR 23,174.0 $557K 0.01% NEW $24.04 +13.6%
Page 14 of 26  ·  519 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 31.7%
Financial Services 16.3%
Consumer Cyclical 11.9%
Communication Services 10.1%
Industrials 9.5%
Healthcare 7.2%
Consumer Defensive 5.0%
Energy 3.3%
Utilities 3.1%
Basic Materials 1.3%