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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 3 of 24  ·  467 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHW SCHWAB CHARLES CORP Financial Services 81,840.0 $7.7M 0.15% -2K -1.8% $93.98 -4.1%
42 FV FIRST TR EXCHANGE TRADED FD 126,928.0 $7.7M 0.15% -979.0 -0.8% $60.44 +16.8%
43 IWF ISHARES TR 17,667.0 $7.5M 0.15% -436.0 -2.4% $426.42 -70.8%
44 RITM RITHM CAPITAL CORP Real Estate 777,378.0 $7.4M 0.15% -19K -2.5% $9.48 -2.2%
45 GLW CORNING INC Technology 53,095.0 $7.2M 0.14% -35K -39.7% $135.97 +41.1%
46 PM PHILIP MORRIS INTL INC Consumer Defensive 43,527.0 $7.2M 0.14% -3K -6.3% $165.34 +14.1%
47 CASY CASEYS GEN STORES INC Consumer Cyclical 9,680.0 $7.0M 0.14% -108.0 -1.1% $727.93 +13.3%
48 LRCX LAM RESEARCH CORP Technology 32,816.0 $7.0M 0.14% -381.0 -1.1% $213.66 +41.5%
49 UMAR INNOVATOR ETFS TRUST 172,145.0 $6.8M 0.14% -14K -7.6% $39.74 +5.5%
50 UNH UNITEDHEALTH GROUP INC Healthcare 25,199.0 $6.8M 0.14% -7K -22.4% $270.59 +41.7%
51 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 358,394.0 $6.6M 0.13% -8K -2.1% $18.38 -5.1%
52 SPHQ INVESCO EXCHANGE TRADED FD T 86,357.0 $6.5M 0.13% -653.0 -0.8% $75.19 +11.3%
53 LHX L3HARRIS TECHNOLOGIES INC Industrials 18,655.0 $6.4M 0.13% -522.0 -2.7% $345.17 -11.3%
54 XMHQ INVESCO EXCHANGE TRADED FD T 60,974.0 $6.3M 0.13% -4K -5.8% $103.37 +4.0%
55 DRI DARDEN RESTAURANTS INC Consumer Cyclical 31,810.0 $6.2M 0.12% -884.0 -2.7% $196.04 +0.5%
56 CRM SALESFORCE INC Technology 32,745.0 $6.1M 0.12% -4K -11.9% $186.67 -5.6%
57 MGK VANGUARD WORLD FD 16,398.0 $6.0M 0.12% -2K -10.4% $367.45 -75.8%
58 NOC NORTHROP GRUMMAN CORP Industrials 8,649.0 $5.9M 0.12% -461.0 -5.1% $682.32 -19.2%
59 MCD MCDONALDS CORP Consumer Cyclical 18,972.0 $5.9M 0.12% -2K -9.9% $310.79 -8.6%
60 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,346.0 $5.7M 0.11% -708.0 -34.5% $4210.76 -96.2%
Page 3 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%