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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 1 of 24  ·  467 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 908,447.0 $158.4M 3.18% -95K -9.5% $174.40 +25.9%
2 AMZN AMAZON COM INC Consumer Cyclical 266,122.0 $55.4M 1.11% -5K -1.8% $208.27 +28.9%
3 BINC BLACKROCK ETF TRUST II 798,569.0 $41.5M 0.83% -31K -3.7% $51.93 +0.5%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 62,458.0 $40.6M 0.82% -11K -15.3% $650.35 +14.2%
5 J P MORGAN EXCHANGE TRADED F 690,378.0 $34.9M 0.70% -74K -9.7% $50.61
6 IEMG ISHARES INC 431,527.0 $30.1M 0.60% -18K -3.9% $69.75 +15.5%
7 SPYV SPDR SERIES TRUST 461,884.0 $26.1M 0.53% -59K -11.2% $56.58 +7.1%
8 GLD SPDR GOLD TR Financial Services 54,376.0 $23.4M 0.47% -3K -4.5% $430.30 -3.1%
9 QQQ INVESCO QQQ TR Financial Services 39,965.0 $23.1M 0.46% -2K -4.5% $577.19 +23.8%
10 JAAA JANUS DETROIT STR TR 455,979.0 $23.0M 0.46% -41K -8.3% $50.37 +0.6%
11 V VISA INC Financial Services 73,451.0 $22.2M 0.45% -457.0 -0.6% $302.24 +9.4%
12 BERKSHIRE HATHAWAY INC DEL 41,704.0 $20.0M 0.40% -566.0 -1.3% $479.21
13 IAU ISHARES GOLD TR Financial Services 216,474.0 $19.1M 0.38% -131K -37.8% $88.16 -3.1%
14 HD HOME DEPOT INC Consumer Cyclical 53,135.0 $17.5M 0.35% -377.0 -0.7% $328.89 -4.6%
15 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 15,348.0 $15.3M 0.31% -3K -15.8% $996.46 +5.4%
16 APH AMPHENOL CORP Technology 114,877.0 $14.5M 0.29% -6K -5.2% $126.35 -1.2%
17 MSI MOTOROLA SOLUTIONS INC Technology 32,830.0 $14.2M 0.29% -1K -3.5% $433.98 -7.8%
18 SPHY SPDR SERIES TRUST 603,913.0 $14.1M 0.28% -12K -1.9% $23.32 +0.3%
19 MA MASTERCARD INCORPORATED Financial Services 25,901.0 $12.9M 0.26% -448.0 -1.7% $499.67 -0.0%
20 TJX TJX COS INC NEW Consumer Cyclical 79,714.0 $12.7M 0.26% -5K -5.9% $159.70 -0.3%
Page 1 of 24  ·  467 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%