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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 21 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SPG SIMON PPTY GROUP INC NEW Real Estate 1,973.0 $368K 0.01% NEW $186.65 +9.4%
402 PSA PUBLIC STORAGE OPER CO Real Estate 1,346.0 $365K 0.01% NEW $271.26 +11.7%
403 IEF ISHARES TR 3,818.0 $364K 0.01% +557.0 +17.1% $95.46 -1.7%
404 A AGILENT TECHNOLOGIES INC Healthcare 3,186.0 $363K 0.01% -32.0 -1.0% $114.00 +0.7%
405 AMGN AMGEN INC Healthcare 1,029.0 $362K 0.01% +8.0 +0.8% $352.26 -4.2%
406 IDU ISHARES TR 3,120.0 $362K 0.01% +20.0 +0.7% $116.11 -2.2%
407 MBB ISHARES TR 3,777.0 $359K 0.01% +88.0 +2.4% $94.95 -1.1%
408 NOBL PROSHARES TR 3,381.0 $359K 0.01% -77.0 -2.2% $106.05 +1.2%
409 PRI PRIMERICA INC Financial Services 1,425.0 $357K 0.01% -221.0 -13.4% $250.56 +12.2%
410 IWP ISHARES TR 2,780.0 $356K 0.01% $128.19 +7.5%
411 PAYC PAYCOM SOFTWARE INC Technology 2,928.0 $356K 0.01% +823.0 +39.1% $121.55 +10.5%
412 GILD GILEAD SCIENCES INC Healthcare 2,550.0 $355K 0.01% +106.0 +4.3% $139.40 -6.4%
413 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,256.0 $355K 0.01% +42.0 +1.9% $157.48 -3.8%
414 TXT TEXTRON INC Industrials 4,047.0 $354K 0.01% +288.0 +7.7% $87.58 +2.2%
415 ROST ROSS STORES INC Consumer Cyclical 1,633.0 $354K 0.01% +518.0 +46.5% $216.65 -1.8%
416 DTM DT MIDSTREAM INC Energy 2,625.0 $354K 0.01% NEW $134.69 +10.8%
417 GDDY GODADDY INC Technology 4,251.0 $351K 0.01% +1K +45.4% $82.67 +10.8%
418 FISV FISERV INC Technology 6,226.0 $347K 0.01% +2K +37.6% $55.80 +0.0%
419 WDAY WORKDAY INC Technology 2,662.0 $346K 0.01% +730.0 +37.8% $129.92 -2.5%
420 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,122.0 $345K 0.01% +567.0 +36.5% $162.50 -7.7%
Page 21 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%