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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 9 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,406.0 $679K 0.02% +458.0 +23.5% $282.37 +19.5%
162 EOG EOG RES INC Energy 4,673.0 $676K 0.02% +1K +32.3% $144.62 -3.2%
163 DAL DELTA AIR LINES INC Industrials 9,941.0 $661K 0.02% +1K +14.5% $66.50 +13.8%
164 HYMB SPDR SERIES TRUST 26,345.0 $653K 0.02% +5K +21.7% $24.80 +0.5%
165 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,773.0 $641K 0.02% +397.0 +16.7% $231.00 -5.6%
166 BRO BROWN & BROWN INC Financial Services 9,787.0 $638K 0.02% +2K +21.5% $65.21 -10.3%
167 AME AMETEK INC Industrials 2,959.0 $634K 0.02% +375.0 +14.5% $214.40 +4.1%
168 VB VANGUARD INDEX FDS 2,421.0 $634K 0.02% +137.0 +6.0% $262.00 +9.3%
169 ETN EATON CORP PLC Industrials 1,768.0 $633K 0.02% +357.0 +25.3% $357.82 +6.6%
170 EXC EXELON CORP Utilities 12,798.0 $627K 0.02% +3K +27.4% $49.03 -7.5%
171 PSX PHILLIPS 66 Energy 3,414.0 $622K 0.02% +241.0 +7.6% $182.29 -1.6%
172 CTRA COTERRA ENERGY INC Energy 17,688.0 $622K 0.02% +4K +29.6% $35.14 -7.3%
173 ZTS ZOETIS INC Healthcare 5,255.0 $621K 0.02% +677.0 +14.8% $118.24 -32.6%
174 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,247.0 $613K 0.02% +272.0 +27.9% $491.76 -8.1%
175 RSG REPUBLIC SVCS INC Industrials 2,772.0 $607K 0.02% +532.0 +23.8% $219.08 -3.1%
176 EFIV SPDR SERIES TRUST 9,535.0 $601K 0.02% +1K +12.2% $63.08 +13.9%
177 MDLZ MONDELEZ INTL INC Consumer Defensive 10,412.0 $600K 0.02% +382.0 +3.8% $57.64 +6.7%
178 TDY TELEDYNE TECHNOLOGIES INC Technology 988.0 $598K 0.02% +129.0 +15.0% $605.07 +1.5%
179 LVS LAS VEGAS SANDS CORP Consumer Cyclical 10,970.0 $591K 0.02% +2K +18.4% $53.88 -8.2%
180 PPL PPL CORP Utilities 15,125.0 $578K 0.02% +2K +19.4% $38.20 -7.2%
Page 9 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%