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Portfolio (Quarterly) Guide ↗

MGO ONE SEVEN LLC

· CIK 0001731444
13F Portfolio $4.9B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1393 New
Page 61 of 70  ·  1,393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 POTLATCHDELTIC CORPORATION 6,250.0 $249K 0.01% NEW $39.78
1202 CRL CHARLES RIV LABS INTL INC Healthcare 1,246.0 $249K 0.01% NEW $199.48 -20.4%
1203 AROC ARCHROCK INC Energy 9,542.0 $248K 0.01% NEW $26.02 +41.8%
1204 EFC ELLINGTON FINANCIAL INC Real Estate 18,147.0 $246K 0.01% NEW $13.58 -0.1%
1205 XLRE SELECT SECTOR SPDR TR 6,097.0 $246K 0.01% NEW $40.35 +10.3%
1206 GVA GRANITE CONSTR INC Industrials 2,132.0 $246K 0.01% NEW $115.35 +10.6%
1207 DOCU DOCUSIGN INC Technology 3,592.0 $246K 0.01% NEW $68.40 -28.4%
1208 EA ELECTRONIC ARTS INC Communication Services 1,201.0 $245K 0.01% NEW $204.33 -1.2%
1209 KDP KEURIG DR PEPPER INC Consumer Defensive 8,761.0 $245K 0.01% NEW $28.01 +2.7%
1210 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 10,492.0 $245K 0.01% NEW $23.31 -2.6%
1211 KRE SPDR SERIES TRUST 3,771.0 $244K 0.01% NEW $64.81 +6.8%
1212 UBS UBS GROUP AG Financial Services 5,260.0 $244K 0.01% NEW $46.31 +2.1%
1213 JBI JANUS INTERNATIONAL GROUP IN Industrials 37,242.0 $244K 0.01% NEW $6.54 -21.6%
1214 WLTG ETF OPPORTUNITIES TRUST 6,992.0 $244K 0.01% NEW $34.83 +6.3%
1215 DKL DELEK LOGISTICS PARTNERS LP Energy 5,458.0 $244K 0.01% NEW $44.62 +16.1%
1216 EPAM EPAM SYS INC Technology 1,187.0 $243K 0.01% NEW $204.88 -49.6%
1217 FEX FIRST TR EXCHANGE-TRADED ALP 2,049.0 $243K 0.01% NEW $118.62 +11.3%
1218 CPRO CALAMOS ETF TR 9,000.0 $243K 0.01% NEW $26.96 +3.3%
1219 LEIDOS HOLDINGS INC 1,344.0 $242K 0.01% NEW $180.40
1220 FICO FAIR ISAAC CORP Technology 143.0 $242K 0.01% NEW $1690.62 -27.4%
Page 61 of 70  ·  1,393 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 31.5%
Financial Services 21.0%
Consumer Cyclical 8.7%
Industrials 8.5%
Healthcare 7.8%
Communication Services 7.4%
Consumer Defensive 4.6%
Energy 4.2%
Utilities 2.5%
Basic Materials 2.1%