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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 24 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IEX IDEX CORP Industrials 1,410.0 $320K 0.01% $226.95 +3.5%
462 GWW WW GRAINGER INC Industrials 234.0 $319K 0.01% +10.0 +4.5% $1362.91 -2.0%
463 BX BLACKSTONE INC Financial Services 2,687.0 $316K 0.01% -534.0 -16.6% $117.68 +21.7%
464 QLC FLEXSHARES TR 3,511.0 $316K 0.01% -23.0 -0.7% $89.87 +3.2%
465 ITB ISHARES TR 3,019.0 $315K 0.01% $104.48 -6.9%
466 CPER UNITED STS COMMODITY INDEX F Financial Services 8,295.0 $313K 0.01% $37.73 +6.2%
467 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,902.0 $311K 0.01% NEW $45.12 +22.4%
468 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 7,999.0 $310K 0.01% +797.0 +11.1% $38.73 +60.3%
469 SCHC SCHWAB STRATEGIC TR 6,434.0 $310K 0.01% -383.0 -5.6% $48.12 +7.1%
470 INNOVATOR ETFS TRUST 9,877.0 $309K 0.01% $31.25
471 GILD GILEAD SCIENCES INC Healthcare 2,430.0 $307K 0.01% -120.0 -4.7% $126.35 +17.2%
472 IEF ISHARES TR 3,244.0 $307K 0.01% -574.0 -15.0% $94.57 -1.3%
473 UDR UDR INC Real Estate 7,588.0 $303K 0.01% +545.0 +7.7% $39.92 -5.0%
474 PJAN INNOVATOR ETFS TRUST 6,080.0 $301K 0.01% NEW $49.49 +2.0%
475 CMCSA COMCAST CORP NEW Communication Services 12,212.0 $300K 0.01% +1K +12.2% $24.55 +10.8%
476 CNP CENTERPOINT ENERGY INC Utilities 6,801.0 $300K 0.01% $44.04 -10.1%
477 VRT VERTIV HOLDINGS CO Industrials 887.0 $297K 0.01% -2K -64.5% $334.83 -21.2%
478 TRV TRAVELERS COMPANIES INC Financial Services 894.0 $295K 0.01% -45.0 -4.8% $330.25 +12.4%
479 USB US BANCORP Financial Services 4,882.0 $295K 0.01% -628.0 -11.4% $60.41 +4.0%
480 CTAS CINTAS CORP Industrials 1,709.0 $291K 0.01% +26.0 +1.5% $170.15 +20.9%
Page 24 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%