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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 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWF ISHARES TR 2,049.0 $874K 0.02% -38.0 -1.8% $426.52 -70.8%
62 PEP PEPSICO INC Consumer Defensive 5,304.0 $824K 0.02% -2K -24.5% $155.38 -4.2%
63 USHY ISHARES TR 22,242.0 $819K 0.02% -1K -5.6% $36.84 +0.4%
64 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,999.0 $813K 0.02% -162.0 -3.9% $203.25 +8.3%
65 DFAR DIMENSIONAL ETF TRUST 33,676.0 $796K 0.02% -899.0 -2.6% $23.65 +10.3%
66 SPMD SPDR SERIES TRUST 13,387.0 $793K 0.02% -164.0 -1.2% $59.23 +7.9%
67 VMBS VANGUARD SCOTTSDALE FDS 16,676.0 $784K 0.02% -31K -65.3% $47.04 -1.1%
68 EUAD SPINNAKER ETF SERIES 18,835.0 $767K 0.02% -915.0 -4.6% $40.74 -2.3%
69 CMBS ISHARES TR 15,546.0 $758K 0.02% -5K -25.3% $48.73 -0.5%
70 HYLS FIRST TR EXCHANGE-TRADED FD 17,750.0 $720K 0.02% -161.0 -0.9% $40.57 +0.3%
71 OKE ONEOK INC NEW Energy 7,898.0 $714K 0.02% -83.0 -1.0% $90.42 +2.4%
72 COPX GLOBAL X FDS 8,940.0 $683K 0.02% -870.0 -8.9% $76.35 +8.7%
73 BIV VANGUARD BD INDEX FDS 8,842.0 $682K 0.02% -2K -19.4% $77.18 -1.2%
74 AEP AMERICAN ELEC PWR CO INC Utilities 5,142.0 $674K 0.02% -48.0 -0.9% $131.11 -1.1%
75 ABT ABBOTT LABORATORIES Healthcare 6,556.0 $673K 0.02% -731.0 -10.0% $102.70 -14.5%
76 JNK SPDR SERIES TRUST 6,700.0 $641K 0.02% -220.0 -3.2% $95.72 +0.5%
77 MU MICRON TECHNOLOGY INC Technology 1,872.0 $634K 0.02% -903.0 -32.5% $338.43 +125.2%
78 VXUS VANGUARD STAR FDS 7,915.0 $610K 0.02% -2K -20.3% $77.12 +9.7%
79 TRGP TARGA RES CORP Energy 2,211.0 $555K 0.01% -771.0 -25.9% $250.81 +7.9%
80 CEG CONSTELLATION ENERGY CORP Utilities 1,960.0 $548K 0.01% -270.0 -12.1% $279.37 +2.3%
Page 4 of 7  ·  140 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%