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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 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMCOR PLC 9,749.0 $423K 0.01% NEW $43.35
22 CINF CINCINNATI FINL CORP Financial Services 2,271.0 $420K 0.01% NEW $185.14 -6.9%
23 SJM SMUCKER J M CO Consumer Defensive 3,686.0 $415K 0.01% NEW $112.50 +16.4%
24 CL COLGATE PALMOLIVE CO Consumer Defensive 4,500.0 $413K 0.01% NEW $91.68 +0.4%
25 HONEYWELL INTL INC 1,650.0 $369K 0.01% NEW $223.90
26 ATO ATMOS ENERGY CORP Utilities 2,138.0 $368K 0.01% NEW $172.32 -1.7%
27 TFC TRUIST FINL CORP Financial Services 7,328.0 $365K 0.01% NEW $49.83 +1.7%
28 HONEYWELL AEROSPACE INC 1,642.0 $363K 0.01% NEW $221.08
29 ORI OLD REP INTL CORP Financial Services 8,395.0 $344K 0.01% NEW $40.92 +3.7%
30 SNOW SNOWFLAKE INC Technology 1,313.0 $334K 0.01% NEW $254.68 +23.8%
31 ROCY J P MORGAN EXCHANGE TRADED F 6,060.0 $328K 0.01% NEW $54.17 +1.5%
32 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,902.0 $311K 0.01% NEW $45.12 +22.4%
33 PJAN INNOVATOR ETFS TRUST 6,080.0 $301K 0.01% NEW $49.49 +2.0%
34 IJJ ISHARES TR 1,919.0 $284K 0.01% NEW $147.80 +0.4%
35 GSST GOLDMAN SACHS ETF TR 5,500.0 $278K 0.01% NEW $50.58 -0.0%
36 MGC VANGUARD WORLD FD 1,000.0 $274K 0.01% NEW $273.63 +2.4%
37 IXN ISHARES TR 1,840.0 $266K 0.01% NEW $144.48 -4.0%
38 BLOK AMPLIFY ETF TR 4,222.0 $264K 0.01% NEW $62.65 +1.3%
39 OC OWENS CORNING NEW Industrials 1,642.0 $261K 0.01% NEW $158.97 -8.3%
40 SYM SYMBOTIC INC Industrials 5,635.0 $253K 0.01% NEW $44.95 -9.7%
Page 2 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%