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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 9 of 24  ·  467 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SHOP SHOPIFY INC Technology 13,147.0 $1.6M 0.03% -726.0 -5.2% $118.62 -11.5%
162 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,741.0 $1.6M 0.03% -1K -21.8% $327.08 +13.3%
163 DSTL ETF SER SOLUTIONS 26,592.0 $1.5M 0.03% -2K -8.2% $57.88 +1.3%
164 FCX FREEPORT MCMORAN INC Basic Materials 26,170.0 $1.5M 0.03% -4K -13.3% $58.78 +6.0%
165 SRE SEMPRA Utilities 15,663.0 $1.5M 0.03% -197.0 -1.2% $97.17 -5.9%
166 PPL PPL CORP Utilities 39,439.0 $1.5M 0.03% -4K -9.2% $38.20 -7.2%
167 TOL TOLL BROTHERS INC Consumer Cyclical 10,939.0 $1.5M 0.03% -246.0 -2.2% $136.47 -0.1%
168 IHI ISHARES TR 27,952.0 $1.5M 0.03% -158.0 -0.6% $53.35 -5.3%
169 RL RALPH LAUREN CORP Consumer Cyclical 4,237.0 $1.5M 0.03% -508.0 -10.7% $343.99 -4.3%
170 TECHNIPFMC PLC 21,034.0 $1.5M 0.03% -3K -13.8% $69.13
171 USFD US FOODS HLDG CORP Consumer Defensive 15,492.0 $1.4M 0.03% -2K -10.7% $92.21 -12.0%
172 FCAL FIRST TR EXCH TRADED FD III 28,695.0 $1.4M 0.03% -180.0 -0.6% $48.89 -0.1%
173 ADSK AUTODESK INC Technology 5,790.0 $1.4M 0.03% -616.0 -9.6% $239.40 +0.3%
174 VONE VANGUARD SCOTTSDALE FDS 4,683.0 $1.4M 0.03% -2K -34.7% $295.13 +13.5%
175 XMMO INVESCO EXCHANGE TRADED FD T 9,495.0 $1.4M 0.03% -1K -11.4% $145.03 +12.7%
176 VTR VENTAS INC Real Estate 16,205.0 $1.3M 0.03% -3K -15.3% $81.78 +8.3%
177 PSA PUBLIC STORAGE OPER CO Real Estate 4,889.0 $1.3M 0.03% -4K -44.2% $270.90 +11.8%
178 GL GLOBE LIFE INC Financial Services 9,376.0 $1.3M 0.03% -271.0 -2.8% $139.17 +12.5%
179 DSI ISHARES TR 10,689.0 $1.3M 0.03% -909.0 -7.8% $121.20 +16.2%
180 AM ANTERO MIDSTREAM CORP Energy 56,738.0 $1.3M 0.03% -4K -6.0% $22.80 -4.3%
Page 9 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%