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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 18 of 24  ·  467 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CTRE CARETRUST REIT INC Real Estate 9,821.0 $360K 0.01% -146.0 -1.5% $36.65 +11.9%
342 PROSHARES TR 8,633.0 $360K 0.01% -459.0 -5.0% $41.69
343 LRGE LEGG MASON ETF INVT 4,769.0 $359K 0.01% -355.0 -6.9% $75.20 +14.4%
344 KMLM KRANESHARES TRUST 12,713.0 $359K 0.01% -1K -8.6% $28.20 +3.7%
345 MSTR STRATEGY INC Technology 2,864.0 $357K 0.01% -293.0 -9.3% $124.81 +32.1%
346 DHI D R HORTON INC Consumer Cyclical 2,495.0 $342K 0.01% -183.0 -6.8% $137.22 +5.0%
347 FISV FISERV INC Technology 6,081.0 $339K 0.01% -39K -86.4% $55.80 +0.0%
348 DFAX DIMENSIONAL ETF TRUST 9,976.0 $339K 0.01% -769.0 -7.2% $33.97 +9.1%
349 RDDT REDDIT INC Communication Services 2,499.0 $336K 0.01% -7K -72.4% $134.65 +9.0%
350 SAP SAP SE Technology 1,951.0 $334K 0.01% -1K -35.9% $171.22 +5.1%
351 SOFI SOFI TECHNOLOGIES INC Financial Services 21,029.0 $334K 0.01% -6K -21.2% $15.88 -1.2%
352 QLTA ISHARES TR 7,012.0 $334K 0.01% -3K -27.3% $47.59 -0.8%
353 BSJS INVESCO EXCH TRD SLF IDX FD 15,344.0 $333K 0.01% -1K -6.5% $21.69 +0.4%
354 PEN PENUMBRA INC Healthcare 1,011.0 $332K 0.01% -297.0 -22.7% $328.37 -0.1%
355 EHC ENCOMPASS HEALTH CORP Healthcare 3,413.0 $330K 0.01% -510.0 -13.0% $96.74 +8.0%
356 PNOV INNOVATOR ETFS TRUST 8,064.0 $329K 0.01% -500.0 -5.8% $40.86 +7.6%
357 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,650.0 $326K 0.01% -422.0 -20.4% $197.50 +19.8%
358 FIVE FIVE BELOW INC Consumer Cyclical 1,400.0 $320K 0.01% -184.0 -11.6% $228.48 -3.8%
359 VLTO VERALTO CORP Industrials 3,617.0 $320K 0.01% -126.0 -3.4% $88.43 -2.5%
360 RFEM FIRST TR EXCH TRADED FD III 3,869.0 $318K 0.01% -301.0 -7.2% $82.16 +12.4%
Page 18 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%