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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 11 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RTX RTX CORPORATION Industrials 5,962.0 $1.1M 0.03% +1K +27.6% $189.85 +11.5%
202 MRK MERCK & CO INC Healthcare 8,797.0 $1.1M 0.03% +2K +22.1% $128.53 +16.8%
203 MSI MOTOROLA SOLUTIONS INC Technology 2,687.0 $1.1M 0.03% +751.0 +38.8% $415.34 +17.0%
204 ORCL ORACLE CORP Technology 7,607.0 $1.1M 0.03% +963.0 +14.5% $146.66 +3.2%
205 USMV ISHARES TR 11,451.0 $1.1M 0.03% -12K -50.3% $96.48 +5.7%
206 CME CME GROUP INC Financial Services 4,985.0 $1.1M 0.03% +173.0 +3.6% $220.87 +27.0%
207 CB CHUBB LIMITED Financial Services 3,200.0 $1.1M 0.03% +2K +96.2% $340.83 -0.7%
208 URI UNITED RENTALS INC Industrials 950.0 $1.1M 0.03% +245.0 +34.8% $1133.08 -8.1%
209 SCHB SCHWAB STRATEGIC TR 37,133.0 $1.1M 0.03% -84K -69.4% $28.96 +2.8%
210 DAL DELTA AIR LINES INC Industrials 11,473.0 $1.1M 0.03% +2K +15.4% $93.68 -13.2%
211 COP CONOCOPHILLIPS Energy 10,145.0 $1.1M 0.03% -3K -24.2% $103.97 +24.9%
212 CORPAY INC 3,122.0 $1.0M 0.03% +162.0 +5.5% $333.27
213 PFE PFIZER INC Healthcare 42,927.0 $1.0M 0.03% +2K +4.0% $24.08 +16.2%
214 WFC WELLS FARGO & CO Financial Services 12,474.0 $1.0M 0.03% -5K -29.8% $82.65 +2.6%
215 SOXL DIREXION SHARES ETF TRUST 3,860.0 $1.0M 0.03% NEW $266.71 -54.7%
216 IWF ISHARES TR 8,239.0 $1.0M 0.03% +6K +302.1% $124.19 -0.4%
217 YUM YUM BRANDS INC Consumer Cyclical 6,351.0 $1.0M 0.03% +419.0 +7.1% $159.91 -5.9%
218 IUS INVESCO EXCH TRD SLF IDX FD 15,366.0 $1.0M 0.03% +11K +244.4% $65.58 +6.5%
219 TT TRANE TECHNOLOGIES PLC Industrials 2,022.0 $994K 0.02% +199.0 +10.9% $491.38 -7.3%
220 GLD SPDR GOLD TR Financial Services 2,697.0 $994K 0.02% -288.0 -9.7% $368.38 +14.7%
Page 11 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%