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Portfolio (Quarterly) Guide ↗

MGO ONE SEVEN LLC

· CIK 0001731444
13F Portfolio $5.0B AUM 1,399 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 133 New 671 Added 467 Reduced 127 Exited
Page 13 of 24  ·  467 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HLN HALEON PLC Healthcare 69,869.0 $699K 0.01% -1K -1.9% $10.01 -6.9%
242 LIBERTY MEDIA CORP DEL 8,105.0 $689K 0.01% -45.0 -0.6% $85.02
243 APA APA CORPORATION Energy 16,152.0 $685K 0.01% -4K -18.4% $42.44 -9.7%
244 DDEC FIRST TR EXCHNG TRADED FD VI 15,364.0 $680K 0.01% -5K -25.7% $44.28 +6.2%
245 TPR TAPESTRY INC Consumer Cyclical 4,713.0 $665K 0.01% -267.0 -5.4% $141.11 -3.8%
246 VMC VULCAN MATLS CO Basic Materials 2,423.0 $660K 0.01% -80.0 -3.2% $272.33 -3.3%
247 FOCT FIRST TR EXCHNG TRADED FD VI 13,770.0 $657K 0.01% -420.0 -3.0% $47.68 +8.6%
248 BBMC J P MORGAN EXCHANGE TRADED F 5,979.0 $648K 0.01% -2K -21.2% $108.41 +10.9%
249 NTR NUTRIEN LTD Basic Materials 8,492.0 $641K 0.01% -44.0 -0.5% $75.47 -6.9%
250 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 8,806.0 $638K 0.01% -1K -14.1% $72.46 +19.1%
251 XLY SELECT SECTOR SPDR TR 5,841.0 $637K 0.01% -326.0 -5.3% $108.99 +8.9%
252 KEY KEYCORP Financial Services 31,720.0 $636K 0.01% -2K -7.2% $20.05 +7.2%
253 E ENI SPA Energy 11,216.0 $635K 0.01% -666.0 -5.6% $56.61 -2.6%
254 ULTA ULTA BEAUTY INC Consumer Cyclical 1,214.0 $635K 0.01% -1K -52.8% $522.94 -5.7%
255 DAL DELTA AIR LINES INC Industrials 9,450.0 $628K 0.01% -3K -23.1% $66.48 +13.8%
256 XBI SPDR SERIES TRUST 4,818.0 $615K 0.01% -464.0 -8.8% $127.74 +3.9%
257 CLOZ SERIES PORTFOLIOS TR 23,704.0 $608K 0.01% -6K -21.4% $25.65 +3.0%
258 VEEV VEEVA SYS INC Healthcare 3,451.0 $606K 0.01% -4K -51.9% $175.66 -6.1%
259 ALB ALBEMARLE CORP Basic Materials 3,373.0 $606K 0.01% -5K -58.9% $179.53 -5.4%
260 AJG GALLAGHER ARTHUR J & CO Financial Services 2,747.0 $595K 0.01% -2K -41.6% $216.61 -4.2%
Page 13 of 24  ·  467 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 29.4%
Financial Services 19.4%
Industrials 9.6%
Healthcare 7.9%
Consumer Cyclical 7.9%
Communication Services 7.2%
Energy 5.8%
Consumer Defensive 5.0%
Utilities 3.1%
Basic Materials 2.8%