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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 20 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MTUM ISHARES TR 1,611.0 $387K 0.01% -333.0 -17.1% $240.02 +25.9%
382 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,020.0 $385K 0.01% +3K +47.7% $38.42 +14.5%
383 VNQ VANGUARD INDEX FDS 4,339.0 $385K 0.01% NEW $88.72 +9.0%
384 TER TERADYNE INC Technology 1,297.0 $385K 0.01% NEW $296.53 +16.1%
385 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,109.0 $384K 0.01% $345.95 -11.5%
386 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,528.0 $383K 0.01% +398.0 +35.2% $250.67 +21.9%
387 FNDF SCHWAB STRATEGIC TR 7,771.0 $380K 0.01% NEW $48.93 +9.6%
388 ACLX ARCELLX INC Healthcare 3,303.0 $379K 0.01% $114.82 +0.2%
389 IVW ISHARES TR 3,350.0 $379K 0.01% +224.0 +7.2% $113.12 +20.8%
390 SUI SUN CMNTYS INC Real Estate 3,000.0 $378K 0.01% $125.96 -2.4%
391 JCI JOHNSON CONTROLS INTERNATION Industrials 2,875.0 $376K 0.01% +236.0 +8.9% $130.95 +3.5%
392 GEN GEN DIGITAL INC Technology 19,875.0 $374K 0.01% +4K +27.9% $18.83 +32.0%
393 WAT WATERS CORP Healthcare 1,252.0 $373K 0.01% -160.0 -11.3% $297.80 +14.6%
394 SCHW SCHWAB CHARLES CORP Financial Services 3,941.0 $371K 0.01% -891.0 -18.4% $94.05 -4.2%
395 BX BLACKSTONE INC Financial Services 3,221.0 $371K 0.01% -237.0 -6.8% $115.03 +3.1%
396 PWR QUANTA SVCS INC Industrials 673.0 $370K 0.01% $549.11 +29.3%
397 PTC PTC INC Technology 2,593.0 $369K 0.01% +473.0 +22.3% $142.49 +3.8%
398 SCHX SCHWAB STRATEGIC TR 14,401.0 $369K 0.01% -2K -9.7% $25.65 +13.9%
399 CRWD CROWDSTRIKE HLDGS INC Technology 945.0 $369K 0.01% +60.0 +6.8% $390.55 +66.0%
400 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5,174.0 $368K 0.01% +1K +38.2% $71.19 -9.6%
Page 20 of 28  ·  545 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%