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Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $3.7B AUM 545 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 284 Added 140 Reduced 33 Exited
Page 10 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MMM 3M CO Industrials 7,441.0 $1.1M 0.03% $145.29 +4.3%
182 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 13,309.0 $1.1M 0.03% +2K +15.0% $80.96 -3.1%
183 WRB BERKLEY W R CORP Financial Services 15,959.0 $1.1M 0.03% +4K +28.1% $66.28 +3.0%
184 EFV ISHARES TR 14,079.0 $1.0M 0.03% -37K -72.5% $74.36 +6.2%
185 HIG HARTFORD INSURANCE GROUP INC Financial Services 7,607.0 $1.0M 0.03% +983.0 +14.8% $135.24 +0.6%
186 PANW PALO ALTO NETWORKS INC Technology 6,373.0 $1.0M 0.03% +937.0 +17.2% $160.33 +57.8%
187 SO SOUTHERN CO Utilities 10,515.0 $1.0M 0.03% +3K +34.4% $96.53 -3.0%
188 VCSH VANGUARD SCOTTSDALE FDS 12,714.0 $1.0M 0.03% +3K +36.6% $79.27 -0.5%
189 FSLR FIRST SOLAR INC Energy 5,086.0 $1.0M 0.03% +1K +26.6% $197.27 +26.2%
190 AJG GALLAGHER ARTHUR J & CO Financial Services 4,604.0 $997K 0.03% +767.0 +20.0% $216.59 -4.2%
191 FLBL FRANKLIN TEMPLETON ETF TR 43,351.0 $997K 0.03% +5K +13.4% $23.00 +0.3%
192 USD PROSHARES TR 20,585.0 $987K 0.03% $47.95 +98.4%
193 ORCL ORACLE CORP Technology 6,644.0 $978K 0.03% +590.0 +9.8% $147.25 +28.9%
194 AAXJ ISHARES TR 10,135.0 $976K 0.03% +2K +28.5% $96.29 +18.6%
195 ADSK AUTODESK INC Technology 3,964.0 $949K 0.03% +208.0 +5.5% $239.42 +0.3%
196 EMR EMERSON ELEC CO Industrials 7,229.0 $947K 0.03% +2K +40.8% $131.07 +2.9%
197 EA ELECTRONIC ARTS INC Communication Services 4,636.0 $946K 0.03% -30.0 -0.6% $203.98 -1.0%
198 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,834.0 $945K 0.03% +920.0 +23.5% $195.41 +6.3%
199 SKOR FLEXSHARES TR 19,293.0 $938K 0.03% +2K +14.5% $48.62 -0.6%
200 AGG ISHARES TR 9,398.0 $933K 0.03% -155.0 -1.6% $99.28 -0.9%
Page 10 of 28  ·  545 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 30.2%
Financial Services 14.1%
Consumer Cyclical 10.9%
Industrials 10.8%
Communication Services 9.9%
Healthcare 6.9%
Consumer Defensive 5.4%
Energy 4.8%
Utilities 3.9%
Real Estate 1.7%