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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 4 of 70  ·  1,399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BND VANGUARD BD INDEX FDS 212,986.0 $15.7M 0.32% +11K +5.6% $73.64 -1.0%
62 ADI ANALOG DEVICES INC Technology 49,069.0 $15.6M 0.31% +4K +7.7% $318.14 +20.8%
63 MPC MARATHON PETE CORP Energy 63,459.0 $15.5M 0.31% +875.0 +1.4% $244.18 +1.7%
64 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 15,348.0 $15.3M 0.31% -3K -15.8% $996.46 +5.4%
65 OUSA ALPS ETF TR 272,266.0 $15.2M 0.30% +2K +0.6% $55.67 +5.2%
66 APH AMPHENOL CORP Technology 114,877.0 $14.5M 0.29% -6K -5.2% $126.35 -1.2%
67 DIVO AMPLIFY ETF TR 319,165.0 $14.3M 0.29% +28K +9.6% $44.85 +2.3%
68 CSMD PROFESIONALLY MANAGED PORTFO 465,709.0 $14.3M 0.29% +5K +1.0% $30.71 +7.9%
69 MSI MOTOROLA SOLUTIONS INC Technology 32,830.0 $14.2M 0.29% -1K -3.5% $433.98 -7.8%
70 EFG ISHARES TR 127,871.0 $14.2M 0.29% +99K +344.2% $111.37 +9.0%
71 VIG VANGUARD SPECIALIZED FUNDS 65,802.0 $14.2M 0.28% $215.06 +7.4%
72 SPHY SPDR SERIES TRUST 603,913.0 $14.1M 0.28% -12K -1.9% $23.32 +0.3%
73 NFLX NETFLIX INC. Communication Services 146,309.0 $14.1M 0.28% +3K +1.9% $96.15 -7.1%
74 VMBS VANGUARD SCOTTSDALE FDS 299,204.0 $14.0M 0.28% +36K +13.9% $46.95 -1.0%
75 PG PROCTER & GAMBLE CO Consumer Defensive 97,102.0 $14.0M 0.28% +618.0 +0.6% $144.44 -1.4%
76 CAT CATERPILLAR INC Industrials 19,082.0 $13.5M 0.27% +2K +12.3% $708.49 +22.2%
77 CSCO CISCO SYS INC Technology 172,211.0 $13.4M 0.27% +32K +22.8% $77.59 +52.3%
78 NEE NEXTERA ENERGY INC Utilities 140,810.0 $13.1M 0.26% +4K +2.6% $92.88 -3.4%
79 AVUV AMERICAN CENTY ETF TR 118,200.0 $13.1M 0.26% +4K +3.3% $110.47 +7.9%
80 PLTR PALANTIR TECHNOLOGIES INC Technology 88,997.0 $13.0M 0.26% +32K +54.8% $146.28 -6.2%
Page 4 of 70  ·  1,399 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%