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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 5 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VZ VERIZON COMMUNICATIONS INC Communication Services 16,355.0 $693K 0.02% -2K -10.3% $42.35 +18.5%
82 CMBS ISHARES TR 14,209.0 $691K 0.02% -1K -8.6% $48.65 -0.5%
83 SPLV INVESCO EXCH TRADED FD TR II 8,973.0 $672K 0.02% -21K -70.2% $74.91 +1.3%
84 VB VANGUARD INDEX FDS 2,213.0 $671K 0.02% -208.0 -8.6% $303.22 +0.2%
85 HYMB SPDR SERIES TRUST 25,761.0 $655K 0.02% -584.0 -2.2% $25.44 -2.5%
86 HYLS FIRST TR EXCHANGE-TRADED FD 15,672.0 $637K 0.02% -2K -11.7% $40.65 -0.1%
87 TXN TEXAS INSTRS INC Technology 2,071.0 $618K 0.01% -521.0 -20.1% $298.27 -12.2%
88 PEP PEPSICO INC Consumer Defensive 4,522.0 $613K 0.01% -782.0 -14.7% $135.47 +5.0%
89 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,200.0 $602K 0.01% -47.0 -3.8% $501.42 +26.4%
90 SIL GLOBAL X FDS 7,527.0 $583K 0.01% -267.0 -3.4% $77.47 +29.9%
91 UGL PROSHARES TR II Financial Services 13,220.0 $580K 0.01% -5K -25.6% $43.87 +28.7%
92 GDX VANECK ETF TRUST 7,681.0 $580K 0.01% -228.0 -2.9% $75.46 +35.7%
93 F FORD MTR CO Consumer Cyclical 40,995.0 $570K 0.01% -4K -7.9% $13.90 -0.0%
94 RSPT INVESCO EXCHANGE TRADED FD T 8,763.0 $565K 0.01% -17K -66.3% $64.50 -0.8%
95 BIV VANGUARD BD INDEX FDS 7,074.0 $543K 0.01% -2K -20.0% $76.70 -1.2%
96 PZA INVESCO EXCH TRADED FD TR II 22,998.0 $541K 0.01% -633.0 -2.7% $23.52 -3.3%
97 MTUM ISHARES TR 1,571.0 $539K 0.01% -40.0 -2.5% $342.88 -11.3%
98 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,658.0 $527K 0.01% -265.0 -13.8% $318.12 -8.8%
99 STLD STEEL DYNAMICS INC Basic Materials 2,298.0 $527K 0.01% -297.0 -11.4% $229.46 +2.8%
100 CMI CUMMINS INC Industrials 737.0 $526K 0.01% -714.0 -49.2% $713.64 -19.0%
Page 5 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%