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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 24 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MLPA GLOBAL X FDS 5,372.0 $291K 0.01% -19K -77.8% $54.14 +2.7%
462 EBAY EBAY INC. Consumer Cyclical 3,192.0 $291K 0.01% -94.0 -2.9% $91.05 +28.6%
463 EVRG EVERGY INC Utilities 3,545.0 $290K 0.01% +26.0 +0.7% $81.94 +2.1%
464 HPQ HP INC Technology 15,091.0 $290K 0.01% +2K +11.0% $19.21 +14.0%
465 WBD WARNER BROS DISCOVERY INC Communication Services 10,468.0 $287K 0.01% +306.0 +3.0% $27.46 -0.1%
466 USB US BANCORP Financial Services 5,510.0 $287K 0.01% +142.0 +2.6% $52.02 +4.8%
467 GPN GLOBAL PMTS INC Industrials 4,255.0 $286K 0.01% +1K +34.0% $67.31 +7.8%
468 JFLI J P MORGAN EXCHANGE TRADED F 5,700.0 $286K 0.01% NEW $50.17 +6.7%
469 CPER UNITED STS COMMODITY INDEX F Financial Services 8,296.0 $286K 0.01% -2K -22.3% $34.43 +12.1%
470 CTAS CINTAS CORP Industrials 1,683.0 $285K 0.01% +36.0 +2.2% $169.25 +1.8%
471 KR KROGER CO Consumer Defensive 3,927.0 $284K 0.01% +454.0 +13.1% $72.39 -7.3%
472 NG NOVAGOLD RESOURCES INC Basic Materials 31,650.0 $284K 0.01% NEW $8.98 -13.6%
473 PNC PNC FINL SVCS GROUP INC Financial Services 1,364.0 $284K 0.01% +200.0 +17.2% $208.10 +4.2%
474 INNOVATOR ETFS TRUST 9,877.0 $284K 0.01% $28.74
475 VHT VANGUARD WORLD FD 1,038.0 $283K 0.01% +201.0 +24.0% $272.53 +1.5%
476 ENTERGY CORP NEW 2,478.0 $279K 0.01% +31.0 +1.3% $112.39
477 QLC FLEXSHARES TR 3,534.0 $276K 0.01% +122.0 +3.6% $78.16 +13.0%
478 TRV TRAVELERS COMPANIES INC Financial Services 939.0 $274K 0.01% -183.0 -16.3% $291.77 +5.2%
479 VDC VANGUARD WORLD FD 1,218.0 $274K 0.01% +12.0 +1.0% $224.66 +2.3%
480 ITB ISHARES TR 3,015.0 $273K 0.01% -355.0 -10.5% $90.55 +0.3%
Page 24 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%