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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 3 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DE DEERE & CO Industrials 3,250.0 $2.1M 0.05% -10K -75.6% $634.86 -0.0%
42 MPC MARATHON PETE CORP Energy 7,968.0 $2.0M 0.05% -161.0 -2.0% $255.75 +41.6%
43 DIA STATE STR SPDR DOW JONES IND Financial Services 3,815.0 $2.0M 0.05% -891.0 -18.9% $522.72 +2.2%
44 MA MASTERCARD INCORPORATED Financial Services 3,631.0 $1.9M 0.05% -108.0 -2.9% $514.13 +16.4%
45 NLR VANECK ETF TRUST 15,253.0 $1.8M 0.04% -656.0 -4.1% $115.99 +6.7%
46 EPS WISDOMTREE TR 22,500.0 $1.8M 0.04% -1K -4.7% $77.79 +3.6%
47 SMH VANECK ETF TRUST 2,665.0 $1.7M 0.04% -662.0 -19.9% $656.14 -15.3%
48 STRL STERLING INFRASTRUCTURE INC Industrials 1,880.0 $1.6M 0.04% -243.0 -11.4% $839.36 -40.7%
49 APH AMPHENOL CORP Technology 8,695.0 $1.5M 0.04% -171.0 -1.9% $176.34 -8.5%
50 GEV GE VERNOVA INC Utilities 1,300.0 $1.5M 0.04% -27.0 -2.0% $1175.19 -18.9%
51 EMHY ISHARES INC 35,049.0 $1.4M 0.04% -3K -8.7% $40.66 -0.6%
52 WM WASTE MGMT INC DEL Industrials 5,883.0 $1.3M 0.03% -72.0 -1.2% $222.95 -0.8%
53 HWM HOWMET AEROSPACE INC Industrials 4,823.0 $1.3M 0.03% -622.0 -11.4% $268.93 +0.2%
54 RSP INVESCO EXCHANGE TRADED FD T 5,992.0 $1.3M 0.03% -127.0 -2.1% $212.78 +4.4%
55 CWB SPDR SERIES TRUST 10,682.0 $1.2M 0.03% -9K -46.4% $107.83 -3.8%
56 MCD MCDONALDS CORP Consumer Cyclical 4,224.0 $1.1M 0.03% -376.0 -8.2% $270.46 -1.3%
57 ISRG INTUITIVE SURGICAL INC Healthcare 2,865.0 $1.1M 0.03% -37.0 -1.3% $397.68 -6.9%
58 USMV ISHARES TR 11,451.0 $1.1M 0.03% -12K -50.3% $96.48 +5.3%
59 SCHB SCHWAB STRATEGIC TR 37,133.0 $1.1M 0.03% -84K -69.4% $28.96 +2.2%
60 COP CONOCOPHILLIPS Energy 10,145.0 $1.1M 0.03% -3K -24.2% $103.97 +25.6%
Page 3 of 9  ·  163 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%