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Portfolio (Quarterly) Guide ↗

American Alpha Advisors, LLC

· CIK 0002041441
13F Portfolio $169M AUM 87 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 87 New
Page 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BKDV BNY MELLON ETF TRUST II 65,871.0 $1.9M 1.13% NEW $29.02 +12.6%
22 GOOG ALPHABET INC Communication Services 5,020.0 $1.6M 0.93% NEW $313.80 +20.9%
23 TLT ISHARES TR 17,853.0 $1.6M 0.92% NEW $87.16 -2.8%
24 NOW SERVICENOW INC Technology 10,000.0 $1.5M 0.91% NEW $153.19 -33.3%
25 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.89% NEW $754800.00
26 AMZN CALL AMAZON COM INC Consumer Cyclical 7,500.0 $1.5M 0.89% NEW $200.00 +33.2%
27 DSTL ETF SER SOLUTIONS 25,423.0 $1.5M 0.89% NEW $58.90 +0.9%
28 VEA VANGUARD TAX-MANAGED FDS 22,171.0 $1.4M 0.82% NEW $62.47 +12.8%
29 GFEB FIRST TR EXCHNG TRADED FD VI 32,771.0 $1.4M 0.81% NEW $41.53 +5.4%
30 TGT TARGET CORP Consumer Defensive 13,607.0 $1.3M 0.79% NEW $97.75 +28.5%
31 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,741.0 $1.3M 0.78% NEW $480.56 +5.3%
32 LEU CALL CENTRUS ENERGY CORP Energy 4,700.0 $1.2M 0.72% NEW $260.00 -31.0%
33 FSEP FIRST TR EXCHNG TRADED FD VI 22,468.0 $1.2M 0.69% NEW $51.56 +5.9%
34 AMD ADVANCED MICRO DEVICES INC Technology 5,110.0 $1.1M 0.65% NEW $214.16 +118.3%
35 JEF JEFFERIES FINL GROUP INC Financial Services 17,500.0 $1.1M 0.64% NEW $61.97 -16.1%
36 QQQ CALL INVESCO QQQ TR Financial Services 2,400.0 $1.1M 0.64% NEW $450.00 +59.5%
37 CNEQ THE ALGER ETF TRUST 30,945.0 $1.1M 0.63% NEW $34.38 +16.4%
38 JHMU JOHN HANCOCK EXCHANGE TRADED 35,000.0 $916K 0.54% NEW $26.16 -0.4%
39 XLU SELECT SECTOR SPDR TR 20,551.0 $877K 0.52% NEW $42.69 +6.2%
40 AMD PUT ADVANCED MICRO DEVICES INC Technology 5,000.0 $850K 0.50% NEW $170.00 +175.0%
Page 2 of 5  ·  87 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
Communication Services 45.3%
Technology 12.9%
Financial Services 12.0%
Consumer Defensive 10.5%
Healthcare 6.6%
Energy 6.0%
Consumer Cyclical 3.7%
Industrials 1.9%
Basic Materials 1.0%