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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 19 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FCX FREEPORT MCMORAN INC Basic Materials 8,304.0 $522K 0.01% -49.0 -0.6% $62.89 +25.7%
362 VYM VANGUARD WHITEHALL FDS 3,286.0 $520K 0.01% +24.0 +0.7% $158.12 +4.1%
363 JBL JABIL INC Technology 1,345.0 $519K 0.01% -423.0 -23.9% $385.68 -19.3%
364 CRS CARPENTER TECHNOLOGY CORP Industrials 840.0 $518K 0.01% $617.09 -21.2%
365 ESGD ISHARES TR 4,971.0 $511K 0.01% +522.0 +11.7% $102.81 +3.9%
366 FEZ SPDR INDEX SHS FDS 7,440.0 $511K 0.01% $68.68 +3.7%
367 EWJ ISHARES INC 5,474.0 $511K 0.01% -459.0 -7.7% $93.27 +2.7%
368 SPG SIMON PPTY GROUP INC NEW Real Estate 2,254.0 $505K 0.01% +281.0 +14.2% $223.89 -3.7%
369 ENB ENBRIDGE INC Energy 9,298.0 $504K 0.01% +816.0 +9.6% $54.21 -8.1%
370 EXC EXELON CORP Utilities 10,746.0 $501K 0.01% -2K -16.0% $46.62 -6.1%
371 BSX BOSTON SCIENTIFIC CORP Healthcare 11,728.0 $501K 0.01% +3K +36.1% $42.68 +10.9%
372 MELI MERCADOLIBRE INC Consumer Cyclical 292.0 $499K 0.01% -144.0 -33.0% $1708.48 +13.3%
373 FLEX FLEX LTD Technology 3,075.0 $498K 0.01% NEW $162.07 -28.7%
374 FDVV FIDELITY COVINGTON TRUST 8,229.0 $496K 0.01% -99.0 -1.2% $60.29 +5.1%
375 EFG ISHARES TR 3,952.0 $492K 0.01% +1K +39.6% $124.43 +0.8%
376 VTEB VANGUARD MUN BD FDS 9,698.0 $491K 0.01% +239.0 +2.5% $50.58 -2.1%
377 IWR ISHARES TR 4,445.0 $490K 0.01% +89.0 +2.0% $110.33 +2.7%
378 IWD ISHARES TR 2,019.0 $490K 0.01% -91.0 -4.3% $242.50 +6.4%
379 DVN DEVON ENERGY CORP NEW Energy 11,759.0 $486K 0.01% NEW $41.32 +12.6%
380 VOOV VANGUARD ADMIRAL FDS INC 2,199.0 $483K 0.01% -4K -64.3% $219.47 +4.4%
Page 19 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%