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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 41 of 70  ·  1,399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 DDOG DATADOG INC Technology 5,667.0 $669K 0.01% +1K +28.3% $118.05 +84.7%
802 DOC HEALTHPEAK PROPERTIES INC Real Estate 40,601.0 $667K 0.01% +3K +8.6% $16.43 +19.5%
803 WBD WARNER BROS DISCOVERY INC Communication Services 24,291.0 $667K 0.01% +8K +51.4% $27.46 -0.1%
804 TPR TAPESTRY INC Consumer Cyclical 4,713.0 $665K 0.01% -267.0 -5.4% $141.11 -3.8%
805 AWK AMERICAN WTR WKS CO INC NEW Utilities 4,877.0 $664K 0.01% +198.0 +4.2% $136.09 -9.0%
806 GIS GENERAL MILLS INC Consumer Defensive 17,733.0 $660K 0.01% +1K +8.6% $37.22 -10.1%
807 VMC VULCAN MATLS CO Basic Materials 2,423.0 $660K 0.01% -80.0 -3.2% $272.33 -3.3%
808 GWW WW GRAINGER INC Industrials 603.0 $658K 0.01% +16.0 +2.7% $1090.81 +13.6%
809 FERG FERGUSON ENTERPRISES INC Industrials 2,819.0 $658K 0.01% NEW $233.30 -4.1%
810 FOCT FIRST TR EXCHNG TRADED FD VI 13,770.0 $657K 0.01% -420.0 -3.0% $47.68 +8.6%
811 IBDT ISHARES TR 25,730.0 $652K 0.01% +457.0 +1.8% $25.33 -0.4%
812 BBMC J P MORGAN EXCHANGE TRADED F 5,979.0 $648K 0.01% -2K -21.2% $108.41 +10.9%
813 PRI PRIMERICA INC Financial Services 2,583.0 $647K 0.01% +218.0 +9.2% $250.48 +12.2%
814 CANADIAN PACIFIC KANSAS CITY 8,182.0 $644K 0.01% +122.0 +1.5% $78.66
815 WPC WP CAREY INC Real Estate 9,455.0 $643K 0.01% +840.0 +9.8% $67.97 +10.4%
816 NTR NUTRIEN LTD Basic Materials 8,492.0 $641K 0.01% -44.0 -0.5% $75.47 -6.9%
817 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 8,806.0 $638K 0.01% -1K -14.1% $72.46 +19.1%
818 XLY SELECT SECTOR SPDR TR 5,841.0 $637K 0.01% -326.0 -5.3% $108.99 +8.9%
819 KEY KEYCORP Financial Services 31,720.0 $636K 0.01% -2K -7.2% $20.05 +7.2%
820 E ENI SPA Energy 11,216.0 $635K 0.01% -666.0 -5.6% $56.61 -2.6%
Page 41 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%