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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 56 of 70  ·  1,399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 FIVE FIVE BELOW INC Consumer Cyclical 1,400.0 $320K 0.01% -184.0 -11.6% $228.48 -3.8%
1102 VLTO VERALTO CORP Industrials 3,617.0 $320K 0.01% -126.0 -3.4% $88.43 -2.5%
1103 HLI HOULIHAN LOKEY INC Financial Services 2,217.0 $318K 0.01% +253.0 +12.9% $143.62 +5.5%
1104 TRP TC ENERGY CORP Energy 5,080.0 $318K 0.01% NEW $62.61 +11.9%
1105 RFEM FIRST TR EXCH TRADED FD III 3,869.0 $318K 0.01% -301.0 -7.2% $82.16 +12.4%
1106 AROC ARCHROCK INC Energy 9,110.0 $317K 0.01% -432.0 -4.5% $34.80 +6.0%
1107 FCF FIRST COMWLTH FINL CORP PA Financial Services 18,004.0 $317K 0.01% -267.0 -1.5% $17.58 +6.6%
1108 CG CARLYLE GROUP INC Financial Services 6,538.0 $316K 0.01% +645.0 +10.9% $48.39 -6.7%
1109 NWBI NORTHWEST BANCSHARES INC Financial Services 24,918.0 $316K 0.01% -866.0 -3.4% $12.69 +10.1%
1110 CVGW CALAVO GROWERS INC Consumer Defensive 12,233.0 $315K 0.01% NEW $25.79 +2.6%
1111 OGE OGE ENERGY CORP Utilities 6,523.0 $313K 0.01% +918.0 +16.4% $47.96 +0.3%
1112 TM TOYOTA MOTOR CORP Consumer Cyclical 1,517.0 $313K 0.01% +75.0 +5.2% $206.09 -7.8%
1113 FTSD FRANKLIN ETF TR 3,444.0 $313K 0.01% NEW $90.77 -0.5%
1114 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 8,653.0 $313K 0.01% -118.0 -1.4% $36.12 +10.0%
1115 DDM PROSHARES TR 6,000.0 $312K 0.01% $52.05 +17.0%
1116 ATLANTA BRAVES HLDGS INC 7,293.0 $311K 0.01% $42.70
1117 INNOVATOR ETFS TRUST 11,513.0 $310K 0.01% -1K -8.6% $26.95
1118 TAN INVESCO EXCH TRADED FD TR II 5,538.0 $309K 0.01% NEW $55.71 +16.4%
1119 CVBF CVB FINL CORP Financial Services 15,901.0 $308K 0.01% NEW $19.39 +4.8%
1120 CIFR CIPHER DIGITAL INC Financial Services 23,895.0 $308K 0.01% $12.87 +67.2%
Page 56 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%