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Portfolio (Quarterly) Guide ↗

MGO ONE SEVEN LLC

· CIK 0001731444
13F Portfolio $5.0B AUM 1,399 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 133 New 671 Added 467 Reduced 127 Exited
Page 12 of 34  ·  671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BMY BRISTOL-MYERS SQUIBB CO Healthcare 44,425.0 $2.7M 0.05% +2K +3.8% $60.65 -1.8%
222 WEC WEC ENERGY GROUP INC Utilities 23,171.0 $2.7M 0.05% +1K +6.5% $115.77 -4.4%
223 PFF ISHARES TR 88,440.0 $2.7M 0.05% +6K +6.7% $30.32 +2.7%
224 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,414.0 $2.7M 0.05% +257.0 +5.0% $491.57 -8.1%
225 CTAS CINTAS CORP Industrials 15,707.0 $2.7M 0.05% +952.0 +6.5% $169.14 +1.9%
226 VBR VANGUARD INDEX FDS 12,143.0 $2.6M 0.05% +79.0 +0.7% $217.25 +6.2%
227 TWLO TWILIO INC Communication Services 20,843.0 $2.6M 0.05% +1K +6.8% $125.82 +50.5%
228 TBIL RBB FD INC 52,196.0 $2.6M 0.05% +11K +27.4% $49.86 +0.2%
229 IWD ISHARES TR 12,031.0 $2.6M 0.05% +318.0 +2.7% $213.68 +9.8%
230 TLTW ISHARES TR 112,943.0 $2.6M 0.05% +63K +127.4% $22.62 -3.2%
231 BDX BECTON DICKINSON & CO Healthcare 16,174.0 $2.5M 0.05% +2K +17.9% $157.24 -7.0%
232 IGF ISHARES TR 37,110.0 $2.5M 0.05% +17K +80.7% $67.00 +0.7%
233 LQD ISHARES TR 22,714.0 $2.5M 0.05% +836.0 +3.8% $108.99 -0.8%
234 CGMS CAPITAL GRP FIXED INCM ETF T 90,829.0 $2.5M 0.05% +12K +15.8% $27.23 +0.8%
235 ACN ACCENTURE PLC IRELAND Technology 12,438.0 $2.5M 0.05% +2K +22.1% $198.30 -10.3%
236 IGIB ISHARES TR 45,857.0 $2.4M 0.05% +7K +17.8% $53.22 -0.7%
237 XOP SPDR SERIES TRUST 13,408.0 $2.4M 0.05% +9K +176.2% $181.83 -6.2%
238 AZO AUTOZONE INC Consumer Cyclical 717.0 $2.4M 0.05% +14.0 +2.0% $3377.78 +1.8%
239 PWR QUANTA SVCS INC Industrials 4,401.0 $2.4M 0.05% +2K +67.2% $549.12 +29.3%
240 AFSM FIRST TR EXCHNG TRADED FD VI 73,518.0 $2.4M 0.05% +3K +4.2% $32.86 +14.1%
Page 12 of 34  ·  671 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 29.4%
Financial Services 19.4%
Industrials 9.6%
Healthcare 7.9%
Consumer Cyclical 7.9%
Communication Services 7.2%
Energy 5.8%
Consumer Defensive 5.0%
Utilities 3.1%
Basic Materials 2.8%