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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 32 of 34  ·  671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 AMH AMERICAN HOMES 4 RENT Real Estate 9,505.0 $265K 0.01% +2K +29.9% $27.92 +15.0%
622 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 13,857.0 $265K 0.01% +675.0 +5.1% $19.15 -6.1%
623 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,330.0 $264K 0.01% +245.0 +22.6% $198.29 +11.8%
624 MTD METTLER TOLEDO INTERNATIONAL Healthcare 208.0 $262K 0.01% +23.0 +12.4% $1261.20 -13.5%
625 R RYDER SYS INC Industrials 1,279.0 $262K 0.01% +71.0 +5.9% $204.71 +14.7%
626 QDEC FIRST TR EXCHNG TRADED FD VI 8,285.0 $261K 0.01% +145.0 +1.8% $31.46 +12.1%
627 ALLE ALLEGION PLC Industrials 1,781.0 $259K 0.01% +414.0 +30.3% $145.29 -10.0%
628 SGOL ETFS GOLD TR Financial Services 5,739.0 $256K 0.01% +73.0 +1.3% $44.62 -3.1%
629 J P MORGAN EXCHANGE TRADED F 4,139.0 $254K 0.01% +149.0 +3.7% $61.33
630 FNF FIDELITY NATL FINL INC Financial Services 5,432.0 $252K 0.01% +1K +30.6% $46.39 +6.4%
631 FDD FIRST TR EXCHANGE-TRADED FD 14,068.0 $251K 0.01% +590.0 +4.4% $17.81 +11.2%
632 ETH GRAYSCALE ETHEREUM STAKING Financial Services 12,531.0 $249K 0.01% +3K +31.4% $19.86 +2.4%
633 AWR AMER STATES WTR CO Utilities 3,237.0 $245K 0.01% +85.0 +2.7% $75.63 +0.9%
634 UEC URANIUM ENERGY CORP Energy 18,002.0 $243K 0.01% +218.0 +1.2% $13.50 -5.6%
635 FIRST TR EXCHANGE-TRADED FD 9,127.0 $242K 0.01% +1K +14.0% $26.56
636 PHK PIMCO HIGH INCOME FD Financial Services 51,360.0 $238K 0.01% +10K +24.2% $4.63 -2.4%
637 GWRE GUIDEWIRE SOFTWARE INC Technology 1,570.0 $235K 0.01% +141.0 +9.9% $149.56 -9.3%
638 EQH EQUITABLE HLDGS INC Financial Services 6,319.0 $235K 0.01% +209.0 +3.4% $37.11 +14.6%
639 MSCI MSCI INC Financial Services 435.0 $234K 0.01% +84.0 +23.9% $539.05 +8.0%
640 AGNC AGNC INVT CORP Real Estate 23,102.0 $232K 0.01% +1K +6.6% $10.03 +2.3%
Page 32 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%