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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 21 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SCHV SCHWAB STRATEGIC TR 12,414.0 $432K 0.01% +1K +13.1% $34.82 +0.4%
402 FNDF SCHWAB STRATEGIC TR 8,080.0 $426K 0.01% +309.0 +4.0% $52.77 +5.5%
403 CBOE CBOE GLOBAL MKTS INC Financial Services 1,751.0 $425K 0.01% +55.0 +3.2% $242.71 +28.6%
404 PWR QUANTA SVCS INC Industrials 589.0 $424K 0.01% -84.0 -12.5% $720.19 -14.4%
405 A AGILENT TECHNOLOGIES INC Healthcare 3,186.0 $423K 0.01% $132.85 +16.8%
406 JCI JOHNSON CONTROLS INTERNATION Industrials 2,896.0 $423K 0.01% +21.0 +0.7% $146.13 -1.2%
407 AMCOR PLC 9,749.0 $423K 0.01% NEW $43.35
408 CINF CINCINNATI FINL CORP Financial Services 2,271.0 $420K 0.01% NEW $185.14 -6.9%
409 ZTS ZOETIS INC Healthcare 5,802.0 $417K 0.01% +547.0 +10.4% $71.86 +7.9%
410 SJM SMUCKER J M CO Consumer Defensive 3,686.0 $415K 0.01% NEW $112.50 +16.4%
411 BWA BORGWARNER INC Consumer Cyclical 6,243.0 $415K 0.01% +540.0 +9.5% $66.41 -2.6%
412 CL COLGATE PALMOLIVE CO Consumer Defensive 4,500.0 $413K 0.01% NEW $91.68 +0.4%
413 LQD ISHARES TR 3,782.0 $413K 0.01% -176.0 -4.5% $109.07 -2.1%
414 IJT ISHARES TR 2,305.0 $412K 0.01% $178.70 -3.0%
415 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 6,431.0 $412K 0.01% +1K +24.3% $64.01 +14.5%
416 VNQ VANGUARD INDEX FDS 4,256.0 $411K 0.01% -83.0 -1.9% $96.46 +2.2%
417 IWP ISHARES TR 2,788.0 $408K 0.01% $146.44 -2.7%
418 SCHX SCHWAB STRATEGIC TR 13,578.0 $400K 0.01% -823.0 -5.7% $29.43 +2.6%
419 DIVO AMPLIFY ETF TR 8,643.0 $395K 0.01% $45.70 +6.6%
420 ROST ROSS STORES INC Consumer Cyclical 1,847.0 $393K 0.01% +214.0 +13.1% $212.88 +11.0%
Page 21 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%