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Portfolio (Quarterly) Guide ↗

MGO ONE SEVEN LLC

· CIK 0001731444
13F Portfolio $4.9B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1393 New
Page 26 of 70  ·  1,393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FDL FIRST TR EXCHANGE-TRADED FD 35,548.0 $1.6M 0.03% NEW $44.34 +13.8%
502 STRL STERLING INFRASTRUCTURE INC Industrials 5,140.0 $1.6M 0.03% NEW $306.23 +145.6%
503 ISHARES TR 68,236.0 $1.6M 0.03% NEW $22.88
504 OMC OMNICOM GROUP INC Communication Services 19,261.0 $1.6M 0.03% NEW $80.75 -8.6%
505 ULTA ULTA BEAUTY INC Consumer Cyclical 2,571.0 $1.6M 0.03% NEW $604.90 -18.5%
506 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,395.0 $1.5M 0.03% NEW $287.26 +12.4%
507 FITB FIFTH THIRD BANCORP Financial Services 33,095.0 $1.5M 0.03% NEW $46.81 +5.0%
508 SYLD CAMBRIA ETF TR 22,206.0 $1.5M 0.03% NEW $69.52 +12.6%
509 PSX PHILLIPS 66 Energy 11,948.0 $1.5M 0.03% NEW $129.04 +39.0%
510 SYY SYSCO CORP Consumer Defensive 20,891.0 $1.5M 0.03% NEW $73.69 +2.4%
511 FAST FASTENAL CO Industrials 38,343.0 $1.5M 0.03% NEW $40.13 +8.5%
512 WELL WELLTOWER INC Real Estate 8,289.0 $1.5M 0.03% NEW $185.61 +17.8%
513 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 2,550.0 $1.5M 0.03% NEW $603.32 +10.3%
514 DELL DELL TECHNOLOGIES INC Technology 12,203.0 $1.5M 0.03% NEW $125.88 +100.9%
515 SA SEABRIDGE GOLD INC Basic Materials 51,881.0 $1.5M 0.03% NEW $29.59 +3.6%
516 FCX FREEPORT-MCMORAN INC Basic Materials 30,182.0 $1.5M 0.03% NEW $50.79 +22.7%
517 VT VANGUARD INTL EQUITY INDEX F 10,844.0 $1.5M 0.03% NEW $141.06 +10.0%
518 PPL PPL CORP Utilities 43,426.0 $1.5M 0.03% NEW $35.02 +1.2%
519 WDAY WORKDAY INC Technology 7,077.0 $1.5M 0.03% NEW $214.78 -41.1%
520 TOL TOLL BROTHERS INC Consumer Cyclical 11,185.0 $1.5M 0.03% NEW $135.22 +0.8%
Page 26 of 70  ·  1,393 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 31.5%
Financial Services 21.0%
Consumer Cyclical 8.7%
Industrials 8.5%
Healthcare 7.8%
Communication Services 7.4%
Consumer Defensive 4.6%
Energy 4.2%
Utilities 2.5%
Basic Materials 2.1%