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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 20 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NSC NORFOLK SOUTHN CORP Industrials 1,532.0 $482K 0.01% +667.0 +77.1% $314.88 +11.1%
382 AMGN AMGEN INC Healthcare 1,326.0 $480K 0.01% +297.0 +28.9% $362.21 +21.5%
383 DOC HEALTHPEAK PROPERTIES INC Real Estate 22,386.0 $479K 0.01% +2K +7.2% $21.40 -0.4%
384 SPIB SPDR SERIES TRUST 14,317.0 $479K 0.01% NEW $33.46 -0.8%
385 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,910.0 $476K 0.01% +164.0 +3.5% $96.89 +6.2%
386 HGER HARBOR ETF TRUST 16,198.0 $475K 0.01% $29.34 +18.6%
387 JEMA J P MORGAN EXCHANGE TRADED F 7,435.0 $475K 0.01% NEW $63.88 -2.1%
388 CMS CMS ENERGY CORP Utilities 6,158.0 $471K 0.01% +44.0 +0.7% $76.52 -10.6%
389 QUAL ISHARES TR 2,146.0 $471K 0.01% +116.0 +5.7% $219.54 +2.3%
390 GVI ISHARES TR 4,412.0 $468K 0.01% -176.0 -3.8% $106.09 -0.5%
391 SCHW SCHWAB CHARLES CORP Financial Services 4,980.0 $460K 0.01% +1K +26.4% $92.33 +17.1%
392 NOW SERVICENOW INC Technology 4,612.0 $458K 0.01% NEW $99.28 +36.8%
393 FISV FISERV INC Technology 9,194.0 $451K 0.01% +3K +47.7% $49.05 +7.4%
394 OMC OMNICOM GROUP INC Communication Services 6,095.0 $444K 0.01% +151.0 +2.5% $72.85 +21.7%
395 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,511.0 $443K 0.01% NEW $293.32 +3.8%
396 HRL HORMEL FOODS CORP Consumer Defensive 17,845.0 $443K 0.01% -367.0 -2.0% $24.82 -13.6%
397 GIS GENERAL MILLS INC Consumer Defensive 12,662.0 $441K 0.01% -413.0 -3.2% $34.81 +16.0%
398 DHI D R HORTON INC Consumer Cyclical 2,700.0 $440K 0.01% +230.0 +9.3% $162.92 -10.2%
399 HSY HERSHEY CO Consumer Defensive 2,500.0 $439K 0.01% -148.0 -5.6% $175.45 +3.5%
400 INCY INCYTE CORP Healthcare 3,844.0 $436K 0.01% -391.0 -9.2% $113.36 +12.5%
Page 20 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%