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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 50 of 70  ·  1,399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 HRL HORMEL FOODS CORP Consumer Defensive 18,568.0 $421K 0.01% +4K +27.1% $22.65 -6.9%
982 IWS ISHARES TR 2,875.0 $419K 0.01% -145.0 -4.8% $145.74 +8.1%
983 BAX BAXTER INTL INC Healthcare 24,926.0 $419K 0.01% +5K +26.2% $16.80 +13.3%
984 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,807.0 $417K 0.01% -4K -70.8% $230.89 -5.5%
985 MEAR ISHARES U S ETF TR 8,286.0 $417K 0.01% +1K +16.1% $50.34 -0.3%
986 OUNZ VANECK MERK GOLD ETF Financial Services 9,245.0 $416K 0.01% +463.0 +5.3% $45.05 -3.1%
987 SYSB ISHARES TR 4,673.0 $416K 0.01% +2K +68.3% $89.00 -1.1%
988 MOAT VANECK ETF TRUST 4,299.0 $416K 0.01% +890.0 +26.1% $96.70 +4.7%
989 NDAQ NASDAQ INC Financial Services 4,858.0 $412K 0.01% +188.0 +4.0% $84.90 +6.5%
990 CTA SIMPLIFY EXCHANGE TRADED FUN 13,628.0 $412K 0.01% -700.0 -4.9% $30.22 +2.4%
991 KNSL KINSALE CAP GROUP INC Financial Services 1,204.0 $411K 0.01% -398.0 -24.8% $341.67 -8.7%
992 GSEP FIRST TR EXCHNG TRADED FD VI 10,779.0 $411K 0.01% -150.0 -1.4% $38.11 +6.4%
993 DNN DENISON MINES CORP Energy 116,365.0 $411K 0.01% +14K +13.8% $3.53 -9.3%
994 MP MP MATERIALS CORP Basic Materials 8,474.0 $409K 0.01% +348.0 +4.3% $48.26 +27.9%
995 MCHP MICROCHIP TECHNOLOGY INC. Technology 6,325.0 $409K 0.01% -2K -25.5% $64.61 +41.0%
996 CCL CARNIVAL CORP Consumer Cyclical 15,774.0 $408K 0.01% -5K -25.2% $25.88 +1.2%
997 CGCB CAPITAL GRP FIXED INCM ETF T 15,436.0 $405K 0.01% +6K +63.6% $26.26 -0.8%
998 UHAL U HAUL HOLDING COMPANY Industrials 8,480.0 $405K 0.01% +715.0 +9.2% $47.78 +5.2%
999 BFEB INNOVATOR ETFS TRUST 8,482.0 $405K 0.01% +402.0 +5.0% $47.70 +9.3%
1000 GCOW PACER FDS TR 8,742.0 $404K 0.01% +1K +15.3% $46.24 +1.1%
Page 50 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%