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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 10 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WRB BERKLEY W R CORP Financial Services 18,806.0 $1.3M 0.03% +3K +17.8% $70.53 -3.4%
182 WM WASTE MGMT INC DEL Industrials 5,883.0 $1.3M 0.03% -72.0 -1.2% $222.95 -2.2%
183 HWM HOWMET AEROSPACE INC Industrials 4,823.0 $1.3M 0.03% -622.0 -11.4% $268.93 -1.0%
184 SHV ISHARES TR 11,697.0 $1.3M 0.03% $110.35 -0.0%
185 RSP INVESCO EXCHANGE TRADED FD T 5,992.0 $1.3M 0.03% -127.0 -2.1% $212.78 +4.1%
186 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,671.0 $1.3M 0.03% +2K +41.8% $223.97 +27.0%
187 BRO BROWN & BROWN INC Financial Services 19,797.0 $1.3M 0.03% +10K +102.3% $64.15 +11.6%
188 BAB INVESCO EXCH TRADED FD TR II 46,362.0 $1.2M 0.03% +13K +39.4% $26.84 -1.4%
189 SYK STRYKER CORPORATION Healthcare 3,930.0 $1.2M 0.03% +122.0 +3.2% $314.89 +2.6%
190 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5,643.0 $1.2M 0.03% +809.0 +16.7% $216.61 -7.8%
191 SNDK SANDISK CORP Technology 535.0 $1.2M 0.03% +190.0 +55.1% $2273.73 -35.1%
192 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 14,856.0 $1.2M 0.03% +2K +11.6% $81.16 -9.6%
193 AAXJ ISHARES TR 10,085.0 $1.2M 0.03% $119.33 -1.8%
194 WELL WELLTOWER INC Real Estate 5,162.0 $1.2M 0.03% +3K +125.8% $226.98 +5.5%
195 MAS MASCO CORP Industrials 14,277.0 $1.2M 0.03% +2K +15.8% $81.38 -10.3%
196 HIG HARTFORD INSURANCE GROUP INC Financial Services 8,747.0 $1.2M 0.03% +1K +15.0% $132.54 +3.9%
197 FV FIRST TR EXCHANGE TRADED FD 15,260.0 $1.2M 0.03% +604.0 +4.1% $75.89 -1.9%
198 CWB SPDR SERIES TRUST 10,682.0 $1.2M 0.03% -9K -46.4% $107.83 -3.6%
199 MCD MCDONALDS CORP Consumer Cyclical 4,224.0 $1.1M 0.03% -376.0 -8.2% $270.46 -3.7%
200 ISRG INTUITIVE SURGICAL INC Healthcare 2,865.0 $1.1M 0.03% -37.0 -1.3% $397.68 -7.3%
Page 10 of 29  ·  571 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%