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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 28 of 70  ·  1,399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 CTRA COTERRA ENERGY INC Energy 42,589.0 $1.5M 0.03% $35.14 -7.3%
542 TOL TOLL BROTHERS INC Consumer Cyclical 10,939.0 $1.5M 0.03% -246.0 -2.2% $136.47 -0.1%
543 IHI ISHARES TR 27,952.0 $1.5M 0.03% -158.0 -0.6% $53.35 -5.3%
544 SA SEABRIDGE GOLD INC Basic Materials 52,587.0 $1.5M 0.03% +706.0 +1.4% $28.34 +8.2%
545 VGSH VANGUARD SCOTTSDALE FDS 25,265.0 $1.5M 0.03% +2K +9.2% $58.54 -0.5%
546 TER TERADYNE INC Technology 4,986.0 $1.5M 0.03% +524.0 +11.7% $296.48 +16.1%
547 CTVA CORTEVA INC Basic Materials 17,639.0 $1.5M 0.03% +5K +44.7% $83.71 -5.6%
548 CSX CSX CORP Industrials 35,532.0 $1.5M 0.03% +2K +4.5% $41.05 +11.8%
549 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,265.0 $1.5M 0.03% +930.0 +39.8% $446.54 -3.6%
550 RL RALPH LAUREN CORP Consumer Cyclical 4,237.0 $1.5M 0.03% -508.0 -10.7% $343.99 -4.3%
551 TECHNIPFMC PLC 21,034.0 $1.5M 0.03% -3K -13.8% $69.13
552 NSC NORFOLK SOUTHN CORP Industrials 5,053.0 $1.5M 0.03% +60.0 +1.2% $287.02 +8.5%
553 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 19,923.0 $1.4M 0.03% +11K +134.8% $72.69 +6.1%
554 SUSL ISHARES TR 12,635.0 $1.4M 0.03% +3K +35.3% $113.60 +15.5%
555 USFD US FOODS HLDG CORP Consumer Defensive 15,492.0 $1.4M 0.03% -2K -10.7% $92.21 -12.0%
556 LNG CHENIERE ENERGY INC Energy 5,031.0 $1.4M 0.03% +998.0 +24.8% $283.76 -15.3%
557 IWP ISHARES TR 11,061.0 $1.4M 0.03% $128.12 +7.6%
558 XLI SELECT SECTOR SPDR TR 8,761.0 $1.4M 0.03% $161.74 +5.4%
559 FCAL FIRST TR EXCH TRADED FD III 28,695.0 $1.4M 0.03% -180.0 -0.6% $48.89 -0.1%
560 QDPL PACER FDS TR 34,944.0 $1.4M 0.03% +4K +14.5% $40.14 +13.4%
Page 28 of 70  ·  1,399 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%