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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 6 of 24  ·  467 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IDXX IDEXX LABS INC Healthcare 5,595.0 $3.1M 0.06% -463.0 -7.6% $561.89 -1.6%
102 SMAY FIRST TR EXCHNG TRADED FD VI 114,898.0 $3.0M 0.06% -3K -2.5% $26.31 +4.3%
103 NUE NUCOR CORP Basic Materials 17,758.0 $3.0M 0.06% -2K -8.6% $169.10 +33.9%
104 STE STERIS PLC Healthcare 13,558.0 $3.0M 0.06% -561.0 -4.0% $221.14 -2.3%
105 SPGI S&P GLOBAL INC Financial Services 6,803.0 $2.9M 0.06% -1K -14.1% $425.34 -2.0%
106 ENB ENBRIDGE INC Energy 51,636.0 $2.8M 0.06% -7K -12.2% $54.14 +6.7%
107 PLD PROLOGIS INC. Real Estate 21,067.0 $2.8M 0.06% -222.0 -1.0% $132.18 +9.5%
108 BBY BEST BUY INC Consumer Cyclical 43,357.0 $2.8M 0.06% -921.0 -2.1% $64.20 -4.8%
109 ABNB AIRBNB INC Consumer Cyclical 21,291.0 $2.7M 0.05% -956.0 -4.3% $126.29 +6.3%
110 DHR DANAHER CORP DEL Healthcare 14,165.0 $2.7M 0.05% -14K -49.0% $189.60 -8.6%
111 CALAMOS ETF TR 120,878.0 $2.7M 0.05% -1K -0.9% $21.96
112 ITA ISHARES TR 12,031.0 $2.6M 0.05% -2K -12.7% $218.75 +2.0%
113 UBER UBER TECHNOLOGIES INC Technology 36,442.0 $2.6M 0.05% -3K -6.7% $71.93 +3.7%
114 INTC INTEL CORP Technology 58,687.0 $2.6M 0.05% -300.0 -0.5% $44.13 +168.5%
115 FDX FEDEX CORP Industrials 7,214.0 $2.6M 0.05% -268.0 -3.6% $356.20 +9.2%
116 NXPI NXP SEMICONDUCTORS N V Technology 13,029.0 $2.6M 0.05% -841.0 -6.1% $196.87 +52.1%
117 CRWD CROWDSTRIKE HLDGS INC Technology 6,553.0 $2.6M 0.05% -10K -59.5% $390.43 +66.0%
118 BN BROOKFIELD CORP Financial Services 63,100.0 $2.6M 0.05% -898.0 -1.4% $40.47 +12.3%
119 FIRST TR EXCHANGE-TRADED FD 67,078.0 $2.5M 0.05% -2K -3.2% $37.35
120 HSBC HSBC HLDGS PLC Financial Services 30,370.0 $2.5M 0.05% -2K -6.4% $82.49 +11.6%
Page 6 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%