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Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $3.7B AUM 545 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 284 Added 140 Reduced 33 Exited
Page 19 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ESGD ISHARES TR 4,449.0 $425K 0.01% +346.0 +8.4% $95.62 +7.6%
362 IWR ISHARES TR 4,356.0 $424K 0.01% $97.24 +8.0%
363 ADI ANALOG DEVICES INC Technology 1,329.0 $423K 0.01% -202.0 -13.2% $318.38 +20.7%
364 MDT MEDTRONIC PLC Healthcare 4,823.0 $418K 0.01% +951.0 +24.6% $86.65 -9.8%
365 RSPN INVESCO EXCHANGE TRADED FD T 7,256.0 $418K 0.01% -185.0 -2.5% $57.59 +3.4%
366 AVB AVALONBAY CMNTYS INC Real Estate 2,550.0 $417K 0.01% NEW $163.39 +12.7%
367 IRM IRON MTN INC DEL Real Estate 4,076.0 $416K 0.01% NEW $102.15 +24.6%
368 GDMN WISDOMTREE TR 4,110.0 $416K 0.01% -7K -61.4% $101.18 -8.8%
369 HRL HORMEL FOODS CORP Consumer Defensive 18,212.0 $413K 0.01% +3K +17.7% $22.65 -6.9%
370 CARR CARRIER GLOBAL CORPORATION Industrials 7,274.0 $410K 0.01% +1K +20.6% $56.32 +10.4%
371 TGT TARGET CORP Consumer Defensive 3,368.0 $408K 0.01% +146.0 +4.5% $121.25 +0.9%
372 TYL TYLER TECHNOLOGIES INC Technology 1,170.0 $401K 0.01% +310.0 +36.0% $342.38 -7.3%
373 CPT CAMDEN PPTY TR Real Estate 4,093.0 $400K 0.01% NEW $97.66 +8.7%
374 POWA INVESCO EXCH TRD SLF IDX FD 4,630.0 $399K 0.01% $86.16 +0.6%
375 INCY INCYTE CORP Healthcare 4,235.0 $399K 0.01% -1K -24.8% $94.12 +3.5%
376 FIX COMFORT SYS USA INC Industrials 285.0 $393K 0.01% NEW $1378.99 +33.0%
377 MSC INCOME FUND INC 31,992.0 $390K 0.01% +18K +125.3% $12.18
378 QUAL ISHARES TR 2,030.0 $389K 0.01% -69.0 -3.3% $191.86 +10.9%
379 RPM RPM INTL INC Basic Materials 3,909.0 $389K 0.01% -89.0 -2.2% $99.43 -0.9%
380 DIVO AMPLIFY ETF TR 8,640.0 $388K 0.01% +349.0 +4.2% $44.85 +2.3%
Page 19 of 28  ·  545 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 30.2%
Financial Services 14.1%
Consumer Cyclical 10.9%
Industrials 10.8%
Communication Services 9.9%
Healthcare 6.9%
Consumer Defensive 5.4%
Energy 4.8%
Utilities 3.9%
Real Estate 1.7%