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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 12 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,999.0 $993K 0.02% $496.83 +10.2%
222 EFV ISHARES TR 12,939.0 $991K 0.02% -1K -8.1% $76.56 +6.8%
223 PLTR PALANTIR TECHNOLOGIES INC Technology 8,435.0 $984K 0.02% -4K -33.5% $116.69 +59.3%
224 GS GOLDMAN SACHS GROUP INC Financial Services 968.0 $980K 0.02% +55.0 +6.0% $1012.78 +2.8%
225 TTMI TTM TECHNOLOGIES INC Technology 5,201.0 $973K 0.02% NEW $187.02 -33.3%
226 POCT INNOVATOR ETFS TRUST 20,937.0 $972K 0.02% +5K +30.0% $46.41 +2.2%
227 PAYX PAYCHEX INC Industrials 9,844.0 $968K 0.02% +2K +24.5% $98.33 +28.6%
228 IWY ISHARES TR 3,313.0 $963K 0.02% $290.78 -0.5%
229 IJR ISHARES TR 6,492.0 $963K 0.02% +85.0 +1.3% $148.36 -1.1%
230 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,743.0 $958K 0.02% +970.0 +35.0% $255.98 +24.6%
231 CARNIVAL CORP LTD 33,263.0 $950K 0.02% NEW $28.57
232 COF CAPITAL ONE FINL CORP Financial Services 4,700.0 $944K 0.02% +914.0 +24.1% $200.78 +7.9%
233 SYY SYSCO CORP Consumer Defensive 11,264.0 $942K 0.02% +5K +78.3% $83.59 -1.4%
234 IAGG ISHARES TR 18,530.0 $938K 0.02% -12K -39.4% $50.61 -1.6%
235 LOW LOWES COS INC Consumer Cyclical 4,236.0 $934K 0.02% -1K -21.2% $220.49 -6.2%
236 UNP UNION PAC CORP Industrials 3,418.0 $930K 0.02% +45.0 +1.3% $272.05 +13.1%
237 SLV ISHARES SILVER TR Financial Services 17,126.0 $916K 0.02% -2K -8.1% $53.47 +17.4%
238 VO VANGUARD INDEX FDS 11,357.0 $915K 0.02% +8K +276.2% $80.58 +3.1%
239 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,606.0 $912K 0.02% +200.0 +8.3% $350.07 -6.9%
240 VCSH VANGUARD SCOTTSDALE FDS 11,533.0 $912K 0.02% -1K -9.3% $79.04 -0.4%
Page 12 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%