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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 4 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC Communication Services 9,725.0 $3.5M 0.08% NEW $357.37 -3.8%
62 VB VANGUARD INDEX FDS 11,365.0 $3.4M 0.08% NEW $303.13 +0.4%
63 BNL BROADSTONE NET LEASE INC Real Estate 166,309.0 $3.4M 0.08% NEW $20.67 +3.9%
64 SPMD SPDR SERIES TRUST 48,013.0 $3.2M 0.07% NEW $67.56 -0.6%
65 LRCX LAM RESEARCH CORP Technology 7,201.0 $3.1M 0.07% NEW $433.33 -27.8%
66 VOO VANGUARD INDEX FDS 4,532.0 $3.1M 0.07% NEW $686.76 +2.6%
67 IVW ISHARES TR 22,146.0 $3.0M 0.07% NEW $137.53 +1.0%
68 NVDA NVIDIA CORPORATION Technology 15,148.0 $3.0M 0.07% NEW $200.09 +6.3%
69 BSV VANGUARD BD INDEX FDS 36,912.0 $2.9M 0.07% NEW $77.91 -0.3%
70 VCLT VANGUARD SCOTTSDALE FDS 37,360.0 $2.8M 0.06% NEW $75.25 -3.6%
71 IJK ISHARES TR 21,652.0 $2.5M 0.06% NEW $117.50 -1.9%
72 VTEB VANGUARD MUN BD FDS 45,530.0 $2.3M 0.05% NEW $50.58 -2.0%
73 GVI ISHARES TR 21,498.0 $2.3M 0.05% NEW $106.09 -0.6%
74 SPMB SPDR SERIES TRUST 97,915.0 $2.2M 0.05% NEW $22.31 -1.1%
75 SCHX SCHWAB STRATEGIC TR 72,071.0 $2.1M 0.05% NEW $29.43 +2.8%
76 AMAT APPLIED MATLS INC Technology 2,867.0 $2.1M 0.05% NEW $723.00 -34.1%
77 VCIT VANGUARD SCOTTSDALE FDS 23,160.0 $1.9M 0.04% NEW $82.65 -1.5%
78 IWM ISHARES TR 6,360.0 $1.9M 0.04% NEW $300.45 -0.3%
79 IWP ISHARES TR 13,015.0 $1.9M 0.04% NEW $146.41 -2.6%
80 XOM EXXON MOBIL CORP Energy 13,894.0 $1.9M 0.04% NEW $136.72 +16.7%
Page 4 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%