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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 6 of 70  ·  1,393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CME CME GROUP INC Financial Services 37,817.0 $10.3M 0.21% NEW $273.08 +5.9%
102 JEPQ J P MORGAN EXCHANGE TRADED F 176,137.0 $10.2M 0.21% NEW $58.12 +3.4%
103 PLTR PALANTIR TECHNOLOGIES INC Technology 57,497.0 $10.2M 0.21% NEW $177.75 -22.8%
104 MPC MARATHON PETE CORP Energy 62,584.0 $10.2M 0.21% NEW $162.63 +52.8%
105 BNDX VANGUARD CHARLOTTE FDS 210,492.0 $10.2M 0.21% NEW $48.32 -0.7%
106 VYMI VANGUARD WHITEHALL FDS 112,848.0 $10.2M 0.21% NEW $90.00 +11.3%
107 STIP ISHARES TR 98,827.0 $10.1M 0.21% NEW $102.39 +0.9%
108 IJR ISHARES TR 83,915.0 $10.1M 0.21% NEW $120.18 +13.4%
109 GEV GE VERNOVA INC Utilities 15,170.0 $9.9M 0.20% NEW $653.57 +59.7%
110 PANW PALO ALTO NETWORKS INC Technology 53,758.0 $9.9M 0.20% NEW $184.20 +37.3%
111 CRM SALESFORCE INC Technology 37,186.0 $9.9M 0.20% NEW $264.91 -33.4%
112 USMV ISHARES TR 103,906.0 $9.8M 0.20% NEW $94.16 +2.0%
113 CAT CATERPILLAR INC Industrials 16,994.0 $9.7M 0.20% NEW $572.85 +51.2%
114 YMAR FIRST TR EXCHNG TRADED FD VI 355,527.0 $9.6M 0.20% NEW $27.02 +5.2%
115 IAUM ISHARES GOLD TR Financial Services 223,287.0 $9.6M 0.20% NEW $42.99 +5.3%
116 VZ VERIZON COMMUNICATIONS INC Communication Services 235,140.0 $9.6M 0.20% NEW $40.73 +17.4%
117 PGR PROGRESSIVE CORP Financial Services 40,512.0 $9.2M 0.19% NEW $227.72 -11.0%
118 VTIP VANGUARD MALVERN FDS 185,090.0 $9.2M 0.19% NEW $49.46 +1.6%
119 O REALTY INCOME CORP Real Estate 162,150.0 $9.1M 0.19% NEW $56.37 +10.4%
120 GPIQ GOLDMAN SACHS ETF TR 171,279.0 $9.1M 0.18% NEW $52.87 +9.5%
Page 6 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%