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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 22 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,003.0 $387K 0.01% $193.24 +5.5%
422 IWB ISHARES TR 943.0 $386K 0.01% $409.55 +2.5%
423 DTM DT MIDSTREAM INC Energy 2,625.0 $385K 0.01% $146.79 -9.7%
424 NOBL PROSHARES TR 6,767.0 $380K 0.01% +3K +100.2% $56.17 +4.7%
425 XEL XCEL ENERGY INC Utilities 4,724.0 $379K 0.01% +469.0 +11.0% $80.32 -3.3%
426 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,527.0 $376K 0.01% -993.0 -13.2% $57.63 +17.3%
427 VPL VANGUARD INTL EQUITY INDEX F 3,234.0 $374K 0.01% $115.69 -0.4%
428 WAT WATERS CORP Healthcare 995.0 $373K 0.01% -257.0 -20.5% $375.04 +10.4%
429 VMC VULCAN MATLS CO Basic Materials 1,260.0 $372K 0.01% +43.0 +3.5% $295.15 -7.3%
430 TXT TEXTRON INC Industrials 4,048.0 $371K 0.01% $91.74 -9.2%
431 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,273.0 $371K 0.01% +164.0 +14.8% $291.12 -9.7%
432 MSC INCOME FUND INC 31,992.0 $370K 0.01% $11.57
433 PRI PRIMERICA INC Financial Services 1,300.0 $370K 0.01% -125.0 -8.8% $284.30 +5.9%
434 HONEYWELL INTL INC 1,650.0 $369K 0.01% NEW $223.90
435 ATO ATMOS ENERGY CORP Utilities 2,138.0 $368K 0.01% NEW $172.32 -1.7%
436 TFC TRUIST FINL CORP Financial Services 7,328.0 $365K 0.01% NEW $49.83 +1.7%
437 HONEYWELL AEROSPACE INC 1,642.0 $363K 0.01% NEW $221.08
438 SUI SUN CMNTYS INC Real Estate 3,000.0 $360K 0.01% $119.91 +4.4%
439 PSA PUBLIC STORAGE Real Estate 1,125.0 $358K 0.01% -221.0 -16.4% $318.53 -0.4%
440 BUFR FIRST TR EXCHNG TRADED FD VI 9,733.0 $356K 0.01% +131.0 +1.4% $36.53 +2.2%
Page 22 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%