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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 17 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NOC NORTHROP GRUMMAN CORP Industrials 1,215.0 $619K 0.01% +160.0 +15.2% $509.73 +7.3%
322 TXN TEXAS INSTRS INC Technology 2,071.0 $618K 0.01% -521.0 -20.1% $298.27 -10.7%
323 PPL PPL CORP Utilities 16,901.0 $614K 0.01% +2K +11.7% $36.35 -5.1%
324 PEP PEPSICO INC Consumer Defensive 4,522.0 $613K 0.01% -782.0 -14.7% $135.47 +3.9%
325 WDAY WORKDAY INC Technology 4,997.0 $612K 0.01% +2K +87.7% $122.42 +60.4%
326 GPC GENUINE PARTS CO Consumer Cyclical 5,183.0 $612K 0.01% +3K +155.6% $117.99 +17.1%
327 CARR CARRIER GLOBAL CORPORATION Industrials 8,311.0 $610K 0.01% +1K +14.3% $73.36 -19.6%
328 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,200.0 $602K 0.01% -47.0 -3.8% $501.42 +26.6%
329 ALLE ALLEGION PLC Industrials 4,211.0 $592K 0.01% +917.0 +27.8% $140.50 +13.8%
330 GDDY GODADDY INC Technology 6,958.0 $591K 0.01% +3K +63.7% $84.88 +15.2%
331 VXF VANGUARD INDEX FDS 2,393.0 $590K 0.01% +146.0 +6.5% $246.37 -0.2%
332 WMB WILLIAMS COS INC Energy 7,924.0 $589K 0.01% +526.0 +7.1% $74.35 +0.1%
333 CTVA CORTEVA INC Basic Materials 6,921.0 $586K 0.01% +454.0 +7.0% $84.70 -2.2%
334 SIL GLOBAL X FDS 7,527.0 $583K 0.01% -267.0 -3.4% $77.47 +33.0%
335 IVE ISHARES TR 2,554.0 $580K 0.01% NEW $227.08 +4.6%
336 UGL PROSHARES TR II Financial Services 13,220.0 $580K 0.01% -5K -25.6% $43.87 +29.6%
337 GDX VANECK ETF TRUST 7,681.0 $580K 0.01% -228.0 -2.9% $75.46 +37.4%
338 F FORD MTR CO Consumer Cyclical 40,995.0 $570K 0.01% -4K -7.9% $13.90 +0.7%
339 DFUS DIMENSIONAL ETF TRUST 6,928.0 $568K 0.01% $81.95 +2.8%
340 RSPT INVESCO EXCHANGE TRADED FD T 8,763.0 $565K 0.01% -17K -66.3% $64.50 +1.6%
Page 17 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%