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Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $3.7B AUM 545 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 284 Added 140 Reduced 33 Exited
Page 11 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CBOE CBOE GLOBAL MKTS INC Financial Services 1,696.0 $477K 0.01% +136.0 +8.7% $281.11 +25.2%
202 CVS CVS HEALTH CORP Healthcare 6,586.0 $473K 0.01% +1K +23.2% $71.83 +29.9%
203 VTEB VANGUARD MUN BD FDS 9,459.0 $472K 0.01% +118.0 +1.3% $49.90 -0.1%
204 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 14,573.0 $466K 0.01% +2K +18.1% $32.01 +2.5%
205 VXF VANGUARD INDEX FDS 2,247.0 $463K 0.01% +1K +101.3% $205.89 +11.0%
206 FEZ SPDR INDEX SHS FDS 7,440.0 $462K 0.01% +3K +76.5% $62.08 +8.7%
207 FDVV FIDELITY COVINGTON TRUST 8,328.0 $460K 0.01% +3K +60.5% $55.25 +8.9%
208 SYY SYSCO CORP Consumer Defensive 6,317.0 $451K 0.01% +766.0 +13.8% $71.35 +5.8%
209 OMC OMNICOM GROUP INC Communication Services 5,944.0 $448K 0.01% +754.0 +14.5% $75.34 -2.1%
210 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,746.0 $443K 0.01% +661.0 +16.2% $93.33 +2.5%
211 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 7,202.0 $442K 0.01% +1K +20.3% $61.36 -14.7%
212 VLTO VERALTO CORP Industrials 4,908.0 $434K 0.01% +844.0 +20.8% $88.42 -2.5%
213 CDNS CADENCE DESIGN SYSTEM INC Technology 1,559.0 $433K 0.01% +330.0 +26.9% $277.98 +29.0%
214 LQD ISHARES TR 3,958.0 $431K 0.01% +1K +43.5% $108.99 -0.8%
215 PFXF VANECK ETF TRUST 24,416.0 $428K 0.01% +6K +36.1% $17.54 +5.1%
216 ESGD ISHARES TR 4,449.0 $425K 0.01% +346.0 +8.4% $95.62 +7.6%
217 MDT MEDTRONIC PLC Healthcare 4,823.0 $418K 0.01% +951.0 +24.6% $86.65 -9.8%
218 HRL HORMEL FOODS CORP Consumer Defensive 18,212.0 $413K 0.01% +3K +17.7% $22.65 -6.9%
219 CARR CARRIER GLOBAL CORPORATION Industrials 7,274.0 $410K 0.01% +1K +20.6% $56.32 +10.4%
220 TGT TARGET CORP Consumer Defensive 3,368.0 $408K 0.01% +146.0 +4.5% $121.25 +0.9%
Page 11 of 15  ·  284 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 30.2%
Financial Services 14.1%
Consumer Cyclical 10.9%
Industrials 10.8%
Communication Services 9.9%
Healthcare 6.9%
Consumer Defensive 5.4%
Energy 4.8%
Utilities 3.9%
Real Estate 1.7%