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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 14 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DIS DISNEY WALT CO Communication Services 8,565.0 $825K 0.02% -100.0 -1.1% $96.29 +10.9%
262 CDNS CADENCE DESIGN SYSTEM INC Technology 2,184.0 $820K 0.02% +625.0 +40.1% $375.42 -7.4%
263 EFIV SPDR SERIES TRUST 11,229.0 $819K 0.02% +2K +17.8% $72.93 +3.8%
264 SPMD SPDR SERIES TRUST 12,069.0 $815K 0.02% -1K -9.8% $67.57 -0.6%
265 SPSM SPDR SERIES TRUST 14,124.0 $815K 0.02% -789.0 -5.3% $57.67 -1.1%
266 RPM RPM INTL INC Basic Materials 7,303.0 $812K 0.02% +3K +86.8% $111.16 -4.9%
267 CRM SALESFORCE INC Technology 5,159.0 $809K 0.02% +357.0 +7.4% $156.74 +60.8%
268 CGCP CAPITAL GRP FIXED INCM ETF T 36,109.0 $805K 0.02% -2K -5.1% $22.29 -0.9%
269 EUAD SPINNAKER ETF SERIES 18,549.0 $782K 0.02% -286.0 -1.5% $42.18 +8.9%
270 PDEC INNOVATOR ETFS TRUST 16,958.0 $778K 0.02% +5K +45.2% $45.89 +2.4%
271 DAN DANA INC Consumer Cyclical 28,405.0 $773K 0.02% NEW $27.21 +10.5%
272 USHY ISHARES TR 20,700.0 $766K 0.02% -2K -6.9% $37.02 -0.2%
273 CGGR CAPITAL GROUP GROWTH ETF 16,130.0 $761K 0.02% $47.20 +0.1%
274 CVS CVS HEALTH CORP Healthcare 7,273.0 $752K 0.02% +687.0 +10.4% $103.46 -10.2%
275 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 9,771.0 $747K 0.02% NEW $76.40 +3.5%
276 FIXD FIRST TR EXCHNG TRADED FD VI 17,057.0 $744K 0.02% -3K -16.7% $43.61 -1.5%
277 MBB ISHARES TR 7,861.0 $743K 0.02% +4K +108.1% $94.52 -1.1%
278 MDT MEDTRONIC PLC Healthcare 9,483.0 $742K 0.02% +5K +96.6% $78.23 +15.0%
279 VT VANGUARD INTL EQUITY INDEX F 4,723.0 $741K 0.02% +1K +35.1% $156.97 +2.9%
280 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,750.0 $741K 0.02% +3K +95.1% $109.80 +0.2%
Page 14 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%