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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 6 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FCX FREEPORT MCMORAN INC Basic Materials 8,304.0 $522K 0.01% -49.0 -0.6% $62.89 +25.6%
102 JBL JABIL INC Technology 1,345.0 $519K 0.01% -423.0 -23.9% $385.68 -19.4%
103 EWJ ISHARES INC 5,474.0 $511K 0.01% -459.0 -7.7% $93.27 +2.3%
104 EXC EXELON CORP Utilities 10,746.0 $501K 0.01% -2K -16.0% $46.62 -4.7%
105 MELI MERCADOLIBRE INC Consumer Cyclical 292.0 $499K 0.01% -144.0 -33.0% $1708.48 +14.2%
106 FDVV FIDELITY COVINGTON TRUST 8,229.0 $496K 0.01% -99.0 -1.2% $60.29 +4.8%
107 IWD ISHARES TR 2,019.0 $490K 0.01% -91.0 -4.3% $242.50 +6.6%
108 VOOV VANGUARD ADMIRAL FDS INC 2,199.0 $483K 0.01% -4K -64.3% $219.47 +4.6%
109 GVI ISHARES TR 4,412.0 $468K 0.01% -176.0 -3.8% $106.09 -0.6%
110 HRL HORMEL FOODS CORP Consumer Defensive 17,845.0 $443K 0.01% -367.0 -2.0% $24.82 -4.5%
111 GIS GENERAL MILLS INC Consumer Defensive 12,662.0 $441K 0.01% -413.0 -3.2% $34.81 +15.2%
112 HSY HERSHEY CO Consumer Defensive 2,500.0 $439K 0.01% -148.0 -5.6% $175.45 +5.6%
113 INCY INCYTE CORP Healthcare 3,844.0 $436K 0.01% -391.0 -9.2% $113.36 +13.0%
114 PWR QUANTA SVCS INC Industrials 589.0 $424K 0.01% -84.0 -12.5% $720.19 -14.4%
115 LQD ISHARES TR 3,782.0 $413K 0.01% -176.0 -4.5% $109.07 -2.1%
116 VNQ VANGUARD INDEX FDS 4,256.0 $411K 0.01% -83.0 -1.9% $96.46 +2.2%
117 SCHX SCHWAB STRATEGIC TR 13,578.0 $400K 0.01% -823.0 -5.7% $29.43 +2.6%
118 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,527.0 $376K 0.01% -993.0 -13.2% $57.63 +17.3%
119 WAT WATERS CORP Healthcare 995.0 $373K 0.01% -257.0 -20.5% $375.04 +10.4%
120 PRI PRIMERICA INC Financial Services 1,300.0 $370K 0.01% -125.0 -8.8% $284.30 +5.9%
Page 6 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%