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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 7 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PNOV INNOVATOR ETFS TRUST 50,760.0 $2.1M 0.06% $40.86 +7.6%
122 SHW SHERWIN WILLIAMS CO Basic Materials 6,202.0 $2.0M 0.05% +347.0 +5.9% $320.61 -4.0%
123 MPC MARATHON PETE CORP Energy 8,129.0 $2.0M 0.05% +159.0 +2.0% $244.26 +1.7%
124 PAPR INNOVATOR ETFS TRUST 49,593.0 $2.0M 0.05% -15K -22.8% $39.80 +5.3%
125 MUB ISHARES TR 18,204.0 $1.9M 0.05% +3K +21.1% $106.15 -0.1%
126 KO COCA COLA CO Consumer Defensive 24,759.0 $1.9M 0.05% +3K +13.5% $76.07 +6.7%
127 T AT&T INC Communication Services 64,646.0 $1.9M 0.05% +4K +6.2% $28.99 -14.0%
128 MA MASTERCARD INCORPORATED Financial Services 3,739.0 $1.9M 0.05% +688.0 +22.6% $500.13 -0.1%
129 PLTR PALANTIR TECHNOLOGIES INC Technology 12,676.0 $1.9M 0.05% +3K +26.9% $146.29 -6.2%
130 CWB SPDR SERIES TRUST 19,918.0 $1.8M 0.05% -534.0 -2.6% $91.52 +15.1%
131 BAC BANK AMERICA CORP Financial Services 36,902.0 $1.8M 0.05% +2K +6.6% $48.76 +5.6%
132 ABBV ABBVIE INC Healthcare 8,260.0 $1.8M 0.05% +805.0 +10.8% $217.61 -1.4%
133 COP CONOCOPHILLIPS Energy 13,393.0 $1.8M 0.05% -142.0 -1.1% $132.02 -8.7%
134 KLAC KLA CORP Technology 1,142.0 $1.7M 0.05% -125.0 -9.9% $1473.22 +25.0%
135 SGOV ISHARES TR 16,656.0 $1.7M 0.05% -3K -16.9% $100.66 -0.1%
136 UNH UNITEDHEALTH GROUP INC Healthcare 6,174.0 $1.7M 0.05% +669.0 +12.2% $270.73 +41.6%
137 BK BANK NEW YORK MELLON CORP Financial Services 14,037.0 $1.7M 0.05% +2K +15.1% $118.64 +17.2%
138 AMD ADVANCED MICRO DEVICES INC Technology 8,181.0 $1.7M 0.04% +783.0 +10.6% $203.43 +121.0%
139 SUB ISHARES TR 15,437.0 $1.6M 0.04% -585.0 -3.6% $106.50 -0.3%
140 IYW ISHARES TR 9,010.0 $1.6M 0.04% -395.0 -4.2% $181.44 +32.3%
Page 7 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%