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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 4 of 24  ·  467 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VLO VALERO ENERGY CORP Energy 22,702.0 $5.6M 0.11% -6K -20.3% $247.08 +2.7%
62 C CITIGROUP INC Financial Services 49,114.0 $5.6M 0.11% -4K -8.0% $113.41 +10.4%
63 BAC BANK AMERICA CORP Financial Services 114,145.0 $5.6M 0.11% -35K -23.4% $48.75 +5.6%
64 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 119,626.0 $5.5M 0.11% -33K -21.4% $46.19 -3.1%
65 SPYG SPDR SERIES TRUST 56,083.0 $5.5M 0.11% -21K -26.8% $97.91 +20.8%
66 MDT MEDTRONIC PLC Healthcare 61,034.0 $5.3M 0.11% -55K -47.6% $86.65 -9.8%
67 SYFI AB ACTIVE ETFS INC 142,337.0 $5.1M 0.10% -2K -1.5% $35.52 +0.5%
68 TT TRANE TECHNOLOGIES PLC Industrials 12,056.0 $5.0M 0.10% -4K -26.3% $416.74 +8.4%
69 NKE NIKE INC Consumer Cyclical 91,528.0 $4.8M 0.10% -14K -13.4% $52.82 -16.0%
70 BBUS J P MORGAN EXCHANGE TRADED F 41,017.0 $4.8M 0.10% -6K -13.2% $117.18 +14.2%
71 TXN TEXAS INSTRS INC Technology 24,539.0 $4.8M 0.10% -16K -40.2% $194.15 +57.0%
72 COP CONOCOPHILLIPS Energy 35,973.0 $4.7M 0.10% -2K -4.7% $132.00 -8.7%
73 MGV VANGUARD WORLD FD 32,176.0 $4.7M 0.09% -6K -15.6% $144.95 +7.4%
74 SUSA ISHARES TR 34,381.0 $4.5M 0.09% -1K -3.1% $132.10 +14.0%
75 CVIE MORGAN STANLEY ETF TRUST 62,351.0 $4.5M 0.09% -2K -3.0% $72.69 +12.7%
76 VGIT VANGUARD SCOTTSDALE FDS 75,945.0 $4.5M 0.09% -10K -12.0% $59.55 -1.3%
77 IQVIA HLDGS INC 26,295.0 $4.5M 0.09% -2K -5.8% $170.54
78 SBUX STARBUCKS CORP Consumer Cyclical 49,643.0 $4.4M 0.09% -2K -3.5% $89.59 +18.9%
79 GDX VANECK ETF TRUST 48,394.0 $4.4M 0.09% -8K -13.5% $91.77 -6.2%
80 NVS NOVARTIS AG Healthcare 28,149.0 $4.3M 0.09% -4K -12.7% $152.75 -0.7%
Page 4 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%