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Portfolio (Quarterly) Guide ↗

Alesco Advisors, LLC, An ESL Co

· CIK 0001269978
13F Portfolio $4.4B AUM 230 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 230 New
Page 5 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IAU ISHARES GOLD TR Financial Services 24,421.0 $1.8M 0.04% NEW $75.51 +16.2%
82 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,853.0 $1.8M 0.04% NEW $477.57 -12.6%
83 IJT ISHARES TR 10,230.0 $1.8M 0.04% NEW $178.60 -3.0%
84 JNJ JOHNSON & JOHNSON Healthcare 6,829.0 $1.7M 0.04% NEW $253.98 +7.5%
85 V VISA INC Financial Services 4,950.0 $1.7M 0.04% NEW $343.09 +12.0%
86 IJS ISHARES TR 11,870.0 $1.6M 0.04% NEW $136.68 +0.8%
87 VBR VANGUARD INDEX FDS 6,644.0 $1.6M 0.04% NEW $242.98 +2.2%
88 SPYX SPDR SERIES TRUST 24,810.0 $1.5M 0.04% NEW $61.10 +2.8%
89 PAYX PAYCHEX INC Industrials 15,402.0 $1.5M 0.04% NEW $98.33 +27.1%
90 VYM VANGUARD WHITEHALL FDS 9,560.0 $1.5M 0.04% NEW $158.03 +4.3%
91 VGSH VANGUARD SCOTTSDALE FDS 24,373.0 $1.4M 0.03% NEW $58.20 -0.0%
92 META META PLATFORMS INC Communication Services 2,478.0 $1.4M 0.03% NEW $563.39 +1.2%
93 IOO ISHARES TR 10,115.0 $1.4M 0.03% NEW $136.60 +5.2%
94 CATH GLOBAL X FDS 15,232.0 $1.3M 0.03% NEW $88.50 +2.9%
95 ASML ASML HLDG NV Technology 634.0 $1.3M 0.03% NEW $1989.44 -12.3%
96 ACWV ISHARES INC 10,441.0 $1.3M 0.03% NEW $120.23 +6.2%
97 VGLT VANGUARD SCOTTSDALE FDS 22,712.0 $1.3M 0.03% NEW $55.18 -2.9%
98 SCHH SCHWAB STRATEGIC TR 52,282.0 $1.2M 0.03% NEW $23.68 +2.2%
99 VONG VANGUARD SCOTTSDALE FDS 9,624.0 $1.2M 0.03% NEW $127.81 -1.9%
100 TIP ISHARES TR 11,217.0 $1.2M 0.03% NEW $109.43 -1.6%
Page 5 of 12  ·  230 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
Financial Services 70.3%
Technology 14.8%
Industrials 3.5%
Consumer Cyclical 3.3%
Communication Services 2.2%
Healthcare 2.1%
Real Estate 1.4%
Energy 0.9%
Consumer Defensive 0.7%
Basic Materials 0.4%