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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 25 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PTC PTC INC Technology 2,549.0 $290K 0.01% -44.0 -1.7% $113.61 +33.4%
482 ESGU ISHARES TR 1,760.0 $288K 0.01% $163.67 +2.6%
483 VHT VANGUARD WORLD FD 958.0 $287K 0.01% -80.0 -7.7% $299.30 +9.0%
484 AXGN AXOGEN INC Healthcare 6,200.0 $286K 0.01% -3K -32.6% $46.19 +11.7%
485 IJJ ISHARES TR 1,919.0 $284K 0.01% NEW $147.80 +0.4%
486 GD GENERAL DYNAMICS CORP Industrials 798.0 $283K 0.01% +178.0 +28.7% $354.59 +7.7%
487 CEG CONSTELLATION ENERGY CORP Utilities 1,130.0 $281K 0.01% -830.0 -42.4% $248.40 +12.5%
488 CRAK VANECK ETF TRUST 6,089.0 $281K 0.01% $46.08 +28.7%
489 GSST GOLDMAN SACHS ETF TR 5,500.0 $278K 0.01% NEW $50.58 -0.0%
490 MPWR MONOLITHIC PWR SYS INC Technology 201.0 $278K 0.01% -73.0 -26.6% $1382.77 -5.7%
491 ENTERGY CORP NEW 2,411.0 $277K 0.01% -67.0 -2.7% $114.89
492 DDS DILLARDS INC Consumer Cyclical 523.0 $276K 0.01% $528.42 +19.6%
493 SCHE SCHWAB STRATEGIC TR 7,602.0 $276K 0.01% -55.0 -0.7% $36.26 +2.3%
494 MGC VANGUARD WORLD FD 1,000.0 $274K 0.01% NEW $273.63 +2.4%
495 FPX FIRST TR EXCHANGE-TRADED FD 1,314.0 $271K 0.01% $206.27 -11.2%
496 VLO VALERO ENERGY CORP Energy 1,037.0 $271K 0.01% -23.0 -2.2% $260.97 +33.4%
497 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 383.0 $270K 0.01% -27.0 -6.6% $704.11 -0.8%
498 PSKY PARAMOUNT SKYDANCE CORP Communication Services 27,345.0 $270K 0.01% +5K +21.0% $9.86 +8.9%
499 WBD WARNER BROS DISCOVERY INC Communication Services 10,082.0 $269K 0.01% -386.0 -3.7% $26.66 +7.8%
500 BUFQ FIRST TR EXCHNG TRADED FD VI 6,844.0 $269K 0.01% $39.27 +0.7%
Page 25 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%