Mgo One Seven LLC

13F filer · CIK 0001731444

Reported Jul 31, 2026

Net buyer this quarter

13F portfolio value$6.06BU.S. long equity reported on 13F

Positions917141 new · 54 closed

Net flow last quarter+$288MBuys minus sells

Top 10 positions weight14.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 2026917 positions
NVDANvidia Corp	$195M	3.23%	0.00%	+7.6%	Q4 2017
AAPLApple Inc.	$177M	2.92%	0.00%	+5.6%	Q4 2017
MSFTMicrosoft Corp	$93.3M	1.54%	0.00%	+12.6%	Q4 2017
AVGOBroadcom Inc.	$90.2M	1.49%	0.01%	+21.5%	Q4 2017
AMZNAmazon Com Inc	$73.4M	1.21%	0.00%	+15.7%	Q4 2017
GOOGLAlphabet Inc.	$70.4M	1.16%	0.00%	+1.4%	Q4 2017
JPMJPMorgan Chase & Co	$66.9M	1.10%	0.01%	+23.3%	Q4 2017
AMATApplied Materials Inc	$48.4M	0.80%	0.01%	+2.3%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$47.1M	0.78%	Not reported	+1.0%	Q4 2017
GOOGAlphabet Inc.	$42.2M	0.70%	Not reported	+7.9%	Q4 2017
WMTWalmart Inc.	$41.5M	0.69%	0.00%	+21.4%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$35.7M	0.59%	Not reported	+21.3%	Q3 2018
AMDAdvanced Micro Devices Inc	$33.9M	0.56%	0.00%	-7.6%	Q4 2017
MUMicron Technology Inc	$32.5M	0.54%	0.00%	+125.6%	Q4 2017
METAMeta Platforms, Inc.	$32.2M	0.53%	Not reported	+3.2%	Q4 2017
LLYELI LILLY & Co	$31.1M	0.51%	0.00%	-9.7%	Q4 2017
JNJJohnson & Johnson	$31M	0.51%	0.01%	-8.3%	Q4 2017
ETNEaton Corp plc	$30.8M	0.51%	0.02%	+39.3%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$30.4M	0.50%	0.00%	-0.9%	Q4 2017
ABBVAbbVie Inc.	$28.7M	0.47%	0.01%	+31.1%	Q4 2017
ADIAnalog Devices Inc	$28.1M	0.46%	0.01%	+44.4%	Q4 2017
MPCMarathon Petroleum Corp	$27.2M	0.45%	0.04%	+67.6%	Q4 2017
TSLATesla, Inc.	$27M	0.45%	0.00%	+30.8%	Q4 2017
HDHome Depot, Inc.	$25.2M	0.42%	0.01%	+34.6%	Q4 2017
VVisa Inc.	$23.8M	0.39%	0.00%	-5.7%	Q4 2017
GEVGE Vernova Inc.	$23.1M	0.38%	0.01%	-3.9%	Q2 2024
XOMExxonMobil Holdings Corp	$22.5M	0.37%	0.00%	+3.8%	Q4 2017
BRK.BBerkshire Hathaway Inc	$22M	0.36%	Not reported	+5.5%	Q4 2017
CBChubb Ltd	$21M	0.35%	0.02%	+63.5%	Q4 2017
GLDSPDR Gold Trust	$21M	0.35%	0.02%	+4.8%	Q4 2017
LRCXLam Research Corp	$20.5M	0.34%	0.00%	+44.1%	Q4 2017
CSCOCisco Systems, Inc.	$20.3M	0.33%	0.00%	+0.3%	Q4 2017
MSIMotorola Solutions, Inc.	$20.2M	0.33%	0.03%	+48.0%	Q4 2017
TPLTexas Pacific Land Corp	$20M	0.33%	0.07%	+2.5%	Q3 2018
APHAmphenol Corp	$19.5M	0.32%	0.01%	-3.8%	Q4 2017
JCIJohnson Controls International plc	$19.2M	0.32%	0.02%	+80.5%	Q4 2017
CATCaterpillar Inc	$19M	0.31%	0.00%	-6.6%	Q4 2017
IAUIshares Gold Trust	$18.3M	0.30%	0.03%	+11.8%	Q4 2018
VZVerizon Communications Inc	$17.4M	0.29%	0.01%	+68.8%	Q4 2017
COSTCostco Wholesale Corp	$16.3M	0.27%	0.00%	+13.5%	Q4 2017
OUSABrendan Technologies Inc	$16M	0.26%	Not reported	+0.8%	Q4 2023
UNPUnion Pacific Corp	$15.9M	0.26%	0.01%	+71.3%	Q4 2017
GLWCorning Inc	$15.9M	0.26%	0.01%	+16.9%	Q4 2017
APDAir Products & Chemicals, Inc.	$15.3M	0.25%	0.02%	+56.2%	Q4 2017
THROTheron Resource Group	$15M	0.25%	4.41%	-27.8%	Q2 2025
PGPROCTER & GAMBLE Co	$14.9M	0.25%	0.00%	+4.3%	Q4 2017
CMICummins Inc	$14.1M	0.23%	0.01%	+2.3%	Q4 2017
CMECme Group Inc.	$14M	0.23%	0.02%	+68.5%	Q4 2017
SHLDSears Holdings Corp	$13.6M	0.22%	0.21%	+30.3%	Q3 2024
LECOLincoln Electric Holdings Inc	$13.4M	0.22%	0.09%	-0.7%	Q4 2017

Q1 2026Reported May 14, 2026828 positions
NVDANvidia Corp	$158M	3.18%	0.00%	-9.5%	Q4 2017
AAPLApple Inc.	$147M	2.95%	0.00%	+0.2%	Q4 2017
MSFTMicrosoft Corp	$82.2M	1.65%	0.00%	+5.5%	Q4 2017
AVGOBroadcom Inc.	$60.8M	1.22%	0.00%	+12.2%	Q4 2017
GOOGLAlphabet Inc.	$55.9M	1.12%	0.00%	+3.9%	Q4 2017
AMZNAmazon Com Inc	$55.4M	1.11%	0.00%	-1.8%	Q4 2017
JPMJPMorgan Chase & Co	$48.8M	0.98%	0.01%	+0.4%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$40.6M	0.82%	Not reported	-15.3%	Q4 2017
WMTWalmart Inc.	$37.5M	0.75%	0.00%	-0.2%	Q4 2017
JNJJohnson & Johnson	$32.6M	0.65%	0.01%	+1.5%	Q4 2017
GOOGAlphabet Inc.	$31.8M	0.64%	Not reported	-0.4%	Q4 2017
METAMeta Platforms, Inc.	$31.7M	0.64%	Not reported	+2.0%	Q4 2017
XOMExxonMobil Holdings Corp	$26.9M	0.54%	0.00%	+1.1%	Q4 2017
LLYELI LILLY & Co	$26.4M	0.53%	0.00%	+9.9%	Q4 2017
GLDSPDR Gold Trust	$23.4M	0.47%	0.01%	-4.6%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$23.1M	0.46%	Not reported	-4.5%	Q3 2018
AMATApplied Materials Inc	$22.4M	0.45%	0.01%	+3.0%	Q4 2017
VVisa Inc.	$22.2M	0.45%	0.00%	-0.6%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$21.7M	0.44%	0.00%	+5.9%	Q4 2017
TPLTexas Pacific Land Corp	$21.1M	0.42%	0.06%	+0.4%	Q3 2018
BRK.BBerkshire Hathaway Inc	$20M	0.40%	Not reported	-1.3%	Q4 2017
IAUIshares Gold Trust	$19.1M	0.38%	0.03%	-37.8%	Q4 2018
ABBVAbbVie Inc.	$18.9M	0.38%	0.00%	+3.0%	Q4 2017
ETNEaton Corp plc	$18.5M	0.37%	0.01%	+9.5%	Q4 2017
TSLATesla, Inc.	$18.3M	0.37%	0.00%	+2.0%	Q4 2017
GEVGE Vernova Inc.	$17.9M	0.36%	0.01%	+34.9%	Q2 2024
HDHome Depot, Inc.	$17.5M	0.35%	0.01%	-0.7%	Q4 2017
THROTheron Resource Group	$17.5M	0.35%	6.10%	+20.8%	Q2 2025
ADIAnalog Devices Inc	$15.6M	0.31%	0.01%	+7.7%	Q4 2017
MPCMarathon Petroleum Corp	$15.5M	0.31%	0.02%	+1.4%	Q4 2017
COSTCostco Wholesale Corp	$15.3M	0.31%	0.00%	-15.8%	Q4 2017
OUSABrendan Technologies Inc	$15.2M	0.30%	Not reported	+0.6%	Q4 2023
APHAmphenol Corp	$14.5M	0.29%	0.01%	-5.2%	Q4 2017
MSIMotorola Solutions, Inc.	$14.2M	0.29%	0.02%	-3.5%	Q4 2017
NFLXNetflix Inc	$14.1M	0.28%	0.00%	+2.0%	Q4 2017
PGPROCTER & GAMBLE Co	$14M	0.28%	0.00%	+0.6%	Q4 2017
CATCaterpillar Inc	$13.5M	0.27%	0.00%	+12.3%	Q4 2017
CSCOCisco Systems, Inc.	$13.4M	0.27%	0.00%	+22.8%	Q4 2017
NEENextera Energy Inc	$13.1M	0.26%	0.01%	+2.6%	Q4 2017
PLTRPalantir Technologies Inc.	$13M	0.26%	0.00%	+54.8%	Q2 2021
MAMastercard Inc	$12.9M	0.26%	0.00%	-1.7%	Q4 2017
AMDAdvanced Micro Devices Inc	$12.9M	0.26%	0.00%	+75.0%	Q4 2017
TJXTJX Companies Inc	$12.7M	0.26%	0.01%	-5.9%	Q4 2017
LECOLincoln Electric Holdings Inc	$12.7M	0.25%	0.09%	-0.6%	Q4 2017
GEGeneral Electric Co	$12.6M	0.25%	0.00%	-8.1%	Q3 2021
SHLDSears Holdings Corp	$12.4M	0.25%	0.16%	+47.3%	Q3 2024
CBChubb Ltd	$12.3M	0.25%	0.01%	+3.8%	Q4 2017
VZVerizon Communications Inc	$12.2M	0.25%	0.01%	+3.3%	Q4 2017
CMECme Group Inc.	$11.1M	0.22%	0.01%	-0.3%	Q4 2017
CMICummins Inc	$10.4M	0.21%	0.01%	+30.1%	Q4 2017

Q4 2025Reported Feb 3, 2026836 positions
NVDANvidia Corp	$187M	3.82%	0.00%	-1.3%	Q4 2017
AAPLApple Inc.	$157M	3.21%	0.00%	+4.4%	Q4 2017
MSFTMicrosoft Corp	$102M	2.08%	0.00%	+4.6%	Q4 2017
AMZNAmazon Com Inc	$62.5M	1.28%	0.00%	+11.0%	Q4 2017
AVGOBroadcom Inc.	$60.6M	1.24%	0.00%	+4.5%	Q4 2017
GOOGLAlphabet Inc.	$58.5M	1.19%	0.00%	+17.9%	Q4 2017
JPMJPMorgan Chase & Co	$53.2M	1.08%	0.01%	+9.2%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$50.3M	1.03%	Not reported	+15.6%	Q4 2017
METAMeta Platforms, Inc.	$35.9M	0.73%	Not reported	+3.8%	Q4 2017
GOOGAlphabet Inc.	$34.9M	0.71%	Not reported	+4.3%	Q4 2017
WMTWalmart Inc.	$33.7M	0.69%	0.00%	+27.3%	Q4 2017
IAUIshares Gold Trust	$28.2M	0.58%	0.04%	+21.5%	Q4 2018
LLYELI LILLY & Co	$28.1M	0.57%	0.00%	-0.7%	Q4 2017
JNJJohnson & Johnson	$27.2M	0.55%	0.01%	+4.2%	Q4 2017
VVisa Inc.	$25.9M	0.53%	0.00%	+24.5%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$25.7M	0.52%	Not reported	+10.8%	Q3 2018
GLDSPDR Gold Trust	$22.6M	0.46%	0.02%	+0.4%	Q4 2017
TSLATesla, Inc.	$21.7M	0.44%	0.00%	+12.0%	Q4 2017
BRK.BBerkshire Hathaway Inc	$21.2M	0.43%	Not reported	+14.8%	Q4 2017
ABBVAbbVie Inc.	$19.3M	0.39%	0.00%	+9.5%	Q4 2017
XOMExxonMobil Holdings Corp	$18.9M	0.38%	0.00%	+7.8%	Q4 2017
HDHome Depot, Inc.	$18.4M	0.38%	0.01%	+5.5%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$18.4M	0.38%	0.00%	+18.3%	Q4 2017
APHAmphenol Corp	$16.4M	0.33%	0.01%	+1.5%	Q4 2017
AMATApplied Materials Inc	$16.3M	0.33%	0.01%	+69.0%	Q4 2017
COSTCostco Wholesale Corp	$15.7M	0.32%	0.00%	-21.8%	Q4 2017
OUSABrendan Technologies Inc	$15.6M	0.32%	Not reported	+2.4%	Q4 2023
THROTheron Resource Group	$15.4M	0.31%	5.05%	+59.6%	Q2 2025
ETNEaton Corp plc	$15.1M	0.31%	0.01%	+10.2%	Q4 2017
MAMastercard Inc	$15M	0.31%	0.00%	+22.8%	Q4 2017
GEGeneral Electric Co	$14.9M	0.30%	0.00%	-0.7%	Q3 2021
PGPROCTER & GAMBLE Co	$13.8M	0.28%	0.00%	-3.1%	Q4 2017
NFLXNetflix Inc	$13.5M	0.27%	0.00%	-0.4%	Q4 2017
MSIMotorola Solutions, Inc.	$13M	0.27%	0.02%	+17.6%	Q4 2017
TJXTJX Companies Inc	$13M	0.27%	0.01%	+19.0%	Q4 2017
ORCLOracle Corp	$13M	0.26%	0.00%	-18.2%	Q4 2017
TPLTexas Pacific Land Corp	$12.7M	0.26%	0.06%	+1.2%	Q3 2018
AXPAmerican Express Co	$12.4M	0.25%	0.00%	+4.4%	Q4 2017
ADIAnalog Devices Inc	$12.4M	0.25%	0.01%	+17.7%	Q4 2017
LECOLincoln Electric Holdings Inc	$12.3M	0.25%	0.09%	+2.3%	Q4 2017
CBChubb Ltd	$11.4M	0.23%	0.01%	+11.3%	Q4 2017
MDTMedtronic plc	$11.2M	0.23%	0.01%	+16.3%	Q4 2017
FRDMFreedom Environmental Services, Inc.	$11.2M	0.23%	Not reported	+82.0%	Q3 2023
NEENextera Energy Inc	$11M	0.22%	0.01%	+12.1%	Q4 2017
BKNGBooking Holdings Inc.	$11M	0.22%	0.01%	+44.9%	Q1 2018
CSCOCisco Systems, Inc.	$10.8M	0.22%	0.00%	+3.7%	Q4 2017
UNHUnitedhealth Group Inc	$10.7M	0.22%	0.00%	+28.9%	Q4 2017
GSGoldman Sachs Group Inc	$10.6M	0.22%	0.00%	+6.1%	Q4 2017
CMECme Group Inc.	$10.3M	0.21%	0.01%	+15.3%	Q4 2017
PLTRPalantir Technologies Inc.	$10.2M	0.21%	0.00%	-4.8%	Q2 2021

Q3 2025Reported Oct 24, 2025821 positions
NVDANvidia Corp	$190M	4.38%	0.00%	+10.7%	Q4 2017
AAPLApple Inc.	$141M	3.26%	0.00%	+23.4%	Q4 2017
MSFTMicrosoft Corp	$104M	2.41%	0.00%	+39.5%	Q4 2017
AVGOBroadcom Inc.	$55.3M	1.28%	0.00%	+71.0%	Q4 2017
AMZNAmazon Com Inc	$53.6M	1.24%	0.00%	+21.7%	Q4 2017
JPMJPMorgan Chase & Co	$47.7M	1.10%	0.01%	+64.0%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$42.5M	0.98%	Not reported	+5.3%	Q4 2017
GOOGLAlphabet Inc.	$38.5M	0.89%	0.00%	+43.2%	Q4 2017
METAMeta Platforms, Inc.	$38.4M	0.89%	Not reported	+55.5%	Q4 2017
GOOGAlphabet Inc.	$26M	0.60%	Not reported	+10.2%	Q4 2017
WMTWalmart Inc.	$24.5M	0.57%	0.00%	+48.9%	Q4 2017
JNJJohnson & Johnson	$23.4M	0.54%	0.01%	+54.2%	Q4 2017
ORCLOracle Corp	$22.9M	0.53%	0.00%	+5.2%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$22.7M	0.52%	Not reported	+44.8%	Q3 2018
COSTCostco Wholesale Corp	$21.6M	0.50%	0.01%	-3.4%	Q4 2017
IAUIshares Gold Trust	$20.8M	0.48%	0.04%	+56.6%	Q4 2018
HDHome Depot, Inc.	$20.6M	0.47%	0.01%	+91.1%	Q4 2017
VVisa Inc.	$20.3M	0.47%	0.00%	+22.5%	Q4 2017
GLDSPDR Gold Trust	$20.2M	0.47%	0.02%	-12.3%	Q4 2017
LLYELI LILLY & Co	$20.1M	0.46%	0.00%	+10.8%	Q4 2017
TSLATesla, Inc.	$19.1M	0.44%	0.00%	+23.6%	Q4 2017
BRK.BBerkshire Hathaway Inc	$18.5M	0.43%	Not reported	+17.3%	Q4 2017
ABBVAbbVie Inc.	$17.9M	0.41%	0.00%	+187.8%	Q4 2017
NFLXNetflix Inc	$17.3M	0.40%	0.00%	+10.0%	Q4 2017
XOMExxonMobil Holdings Corp	$16.4M	0.38%	0.00%	+21.9%	Q4 2017
ETNEaton Corp plc	$16.1M	0.37%	0.01%	+271.8%	Q4 2017
PGPROCTER & GAMBLE Co	$15.3M	0.35%	0.00%	+9.3%	Q4 2017
OUSABrendan Technologies Inc	$14.9M	0.34%	Not reported	+1.6%	Q4 2023
APHAmphenol Corp	$14.8M	0.34%	0.01%	+20.0%	Q4 2017
GEGeneral Electric Co	$14.6M	0.34%	0.00%	+13.1%	Q3 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$14.3M	0.33%	0.00%	+7.2%	Q4 2017
IBMInternational Business Machines Corp	$14.3M	0.33%	0.01%	+82.5%	Q4 2017
TPLTexas Pacific Land Corp	$13.7M	0.32%	0.06%	+2.2%	Q3 2018
MSIMotorola Solutions, Inc.	$13.2M	0.31%	0.02%	+914.7%	Q4 2017
MAMastercard Inc	$12.2M	0.28%	0.00%	+14.0%	Q4 2017
LECOLincoln Electric Holdings Inc	$11.8M	0.27%	0.09%	+106.0%	Q4 2017
MPCMarathon Petroleum Corp	$11.4M	0.26%	0.02%	+539.7%	Q4 2017
PLTRPalantir Technologies Inc.	$11M	0.25%	0.00%	+6.3%	Q2 2021
PANWPalo Alto Networks Inc	$10.8M	0.25%	0.01%	+5.5%	Q4 2017
AXPAmerican Express Co	$10.6M	0.25%	0.00%	+0.2%	Q4 2017
VOYAVoya Financial, Inc.	$10.6M	0.24%	0.15%	+0.1%	Q4 2017
TJXTJX Companies Inc	$10.3M	0.24%	0.01%	+36.9%	Q4 2017
PGRProgressive Corp	$9.87M	0.23%	0.01%	+78.8%	Q4 2017
RITMRithm Capital Corp.	$9.71M	0.22%	0.15%	-2.7%	Q4 2017
VZVerizon Communications Inc	$9.56M	0.22%	0.01%	+205.5%	Q4 2017
MDTMedtronic plc	$9.54M	0.22%	0.01%	+374.4%	Q4 2017
ADIAnalog Devices Inc	$9.51M	0.22%	0.01%	+835.7%	Q4 2017
THROTheron Resource Group	$9.47M	0.22%	3.16%	+334.2%	Q2 2025
CSCOCisco Systems, Inc.	$9.25M	0.21%	0.00%	+13.3%	Q4 2017
NEENextera Energy Inc	$9.24M	0.21%	0.01%	+104.1%	Q4 2017

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