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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 6 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AGG ISHARES TR 12,372.0 $1.2M 0.03% NEW $98.98 -1.0%
102 VTV VANGUARD INDEX FDS 5,616.0 $1.2M 0.03% NEW $217.93 +4.1%
103 GLW CORNING INC Technology 4,701.0 $1.2M 0.03% NEW $255.45 -42.4%
104 IWO ISHARES TR 3,000.0 $1.2M 0.03% NEW $393.96 -2.1%
105 LOW LOWES COS INC Consumer Cyclical 5,353.0 $1.2M 0.03% NEW $220.49 -2.7%
106 AVGO BROADCOM INC Technology 3,094.0 $1.2M 0.03% NEW $377.75 -5.6%
107 GWX SPDR INDEX SHS FDS 25,644.0 $1.1M 0.03% NEW $43.76 +7.2%
108 INTC INTEL CORP Technology 7,993.0 $1.1M 0.03% NEW $139.63 -37.3%
109 CAT CATERPILLAR INC Industrials 1,048.0 $1.1M 0.03% NEW $1064.90 -23.8%
110 SCHM SCHWAB STRATEGIC TR 30,108.0 $1.1M 0.03% NEW $36.87 -2.7%
111 XYL XYLEM INC Industrials 9,204.0 $1.1M 0.03% NEW $118.21 -4.6%
112 VUZI VUZIX CORP Technology 367,071.0 $1.1M 0.02% NEW $2.90 -5.5%
113 VANGUARD MUN BD FDS 10,440.0 $1.1M 0.02% NEW $100.97
114 XLK SELECT SECTOR SPDR TR 5,390.0 $1.0M 0.02% NEW $190.53 -4.6%
115 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,391.0 $978K 0.02% NEW $703.34 -1.3%
116 MA MASTERCARD INCORPORATED Financial Services 1,820.0 $935K 0.02% NEW $513.60 +16.7%
117 SHY ISHARES TR 11,380.0 $934K 0.02% NEW $82.11 -0.0%
118 GOOG ALPHABET INC 2,642.0 $933K 0.02% NEW $353.33
119 EMB ISHARES TR 9,490.0 $915K 0.02% NEW $96.44 -1.1%
120 DIA STATE STR SPDR DOW JONES IND Financial Services 1,718.0 $897K 0.02% NEW $522.39 +2.5%
Page 6 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%