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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 16 of 24  ·  467 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DXJ WISDOMTREE TR 2,765.0 $439K 0.01% -268.0 -8.8% $158.60 +6.6%
302 CALF PACER FDS TR 9,735.0 $437K 0.01% -516.0 -5.0% $44.87 +6.6%
303 SATS ECHOSTAR CORP Technology 3,692.0 $432K 0.01% -183.0 -4.7% $117.07 +21.1%
304 ARGX ARGENX SE Healthcare 590.0 $431K 0.01% -207.0 -26.0% $730.25 +11.8%
305 SPEM SPDR INDEX SHS FDS 9,085.0 $426K 0.01% -6K -40.5% $46.91 +8.9%
306 PSEP INNOVATOR ETFS TRUST 9,893.0 $426K 0.01% -50.0 -0.5% $43.06 +5.9%
307 RGLD ROYAL GOLD INC Basic Materials 1,671.0 $425K 0.01% -118.0 -6.6% $254.49 -12.3%
308 NVDY TIDAL TRUST II 32,751.0 $425K 0.01% -1K -3.9% $12.98 +7.6%
309 EXPD EXPEDITORS INTL WASH INC Industrials 2,957.0 $424K 0.01% -633.0 -17.6% $143.23 +9.7%
310 SPTM SPDR SERIES TRUST 5,352.0 $423K 0.01% -102.0 -1.9% $79.06 +13.8%
311 KAT ADVISORS SER TR 7,871.0 $422K 0.01% -1K -15.3% $53.60 +2.9%
312 IWS ISHARES TR 2,875.0 $419K 0.01% -145.0 -4.8% $145.74 +8.1%
313 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,807.0 $417K 0.01% -4K -70.8% $230.89 -5.5%
314 CTA SIMPLIFY EXCHANGE TRADED FUN 13,628.0 $412K 0.01% -700.0 -4.9% $30.22 +2.4%
315 KNSL KINSALE CAP GROUP INC Financial Services 1,204.0 $411K 0.01% -398.0 -24.8% $341.67 -8.7%
316 GSEP FIRST TR EXCHNG TRADED FD VI 10,779.0 $411K 0.01% -150.0 -1.4% $38.11 +6.4%
317 MCHP MICROCHIP TECHNOLOGY INC. Technology 6,325.0 $409K 0.01% -2K -25.5% $64.61 +41.0%
318 CCL CARNIVAL CORP Consumer Cyclical 15,774.0 $408K 0.01% -5K -25.2% $25.88 +1.2%
319 SONY SONY GROUP CORP Technology 19,400.0 $402K 0.01% -5K -19.8% $20.70 +10.2%
320 SMCI SUPER MICRO COMPUTER INC Technology 17,404.0 $396K 0.01% -1K -7.8% $22.77 +46.9%
Page 16 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%