BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener Research
Sign in Register
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 21 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XEL XCEL ENERGY INC Utilities 4,332.0 $320K 0.01% NEW $73.87 +7.9%
402 CARR CARRIER GLOBAL CORPORATION Industrials 6,034.0 $319K 0.01% NEW $52.86 +36.4%
403 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,148.0 $318K 0.01% NEW $100.93 +10.4%
404 DDS DILLARDS INC Consumer Cyclical 523.0 $317K 0.01% NEW $606.34 -11.1%
405 PFXF VANECK ETF TRUST 17,944.0 $317K 0.01% NEW $17.66 +0.7%
406 JCI JOHNSON CTLS INTL PLC Industrials 2,639.0 $316K 0.01% NEW $119.78 +20.9%
407 BDX BECTON DICKINSON & CO Healthcare 1,623.0 $315K 0.01% NEW $194.21 -21.3%
408 TGT TARGET CORP Consumer Defensive 3,222.0 $315K 0.01% NEW $97.79 +33.2%
409 IEF ISHARES TR 3,261.0 $314K 0.01% NEW $96.16 -2.2%
410 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,130.0 $311K 0.01% NEW $275.17 +32.6%
411 CTAS CINTAS CORP Industrials 1,647.0 $310K 0.01% NEW $188.25 -7.4%
412 IWB ISHARES TR 829.0 $310K 0.01% NEW $373.63 +9.4%
413 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,744.0 $307K 0.01% NEW $82.04 -20.9%
414 LEIDOS HOLDINGS INC 1,692.0 $305K 0.01% NEW $180.42
415 EFG ISHARES TR 2,677.0 $305K 0.01% NEW $113.92 +7.8%
416 LQD ISHARES TR 2,759.0 $304K 0.01% NEW $110.19 -1.6%
417 FISV FISERV INC Technology 4,524.0 $304K 0.01% NEW $67.17 -24.5%
418 DHI D R HORTON INC Consumer Cyclical 2,107.0 $304K 0.01% NEW $144.11 +9.0%
419 HPQ HP INC Technology 13,591.0 $303K 0.01% NEW $22.28 -1.2%
420 AXGN AXOGEN INC Healthcare 9,200.0 $301K 0.01% NEW $32.73 +34.5%
Page 21 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%