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Portfolio (Quarterly) Guide ↗

Almanack Investment Partners, LLC.

· CIK 0001680613
13F Portfolio $592M AUM 177 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 55 Added 43 Reduced 10 Exited
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NUKZ EXCHANGE TRADED CONCEPTS TRU 7,094.0 $467K 0.08% +1K +17.6% $65.77 +8.6%
42 HD HOME DEPOT INC Consumer Cyclical 1,372.0 $451K 0.08% +27.0 +2.0% $328.90 +1.6%
43 MCD MCDONALDS CORP Consumer Cyclical 1,258.0 $391K 0.07% +11.0 +0.9% $310.79 -10.4%
44 WMT WALMART INC Consumer Defensive 2,924.0 $363K 0.06% +288.0 +10.9% $124.27 -5.7%
45 FDLO FIDELITY COVINGTON TRUST 4,859.0 $314K 0.05% +200.0 +4.3% $64.59 +5.6%
46 LLY ELI LILLY & CO Healthcare 337.0 $310K 0.05% +24.0 +7.7% $920.24 +19.4%
47 TMO THERMO FISHER SCIENTIFIC INC Healthcare 614.0 $302K 0.05% +9.0 +1.5% $491.53 -5.5%
48 OEF ISHARES TR 823.0 $262K 0.04% +13.0 +1.6% $317.96 +15.9%
49 MRK MERCK & CO INC Healthcare 2,154.0 $259K 0.04% +141.0 +7.0% $120.29 -5.3%
50 CSCO CISCO SYS INC Technology 3,324.0 $258K 0.04% +100.0 +3.1% $77.59 +54.1%
51 PPG PPG INDS INC Basic Materials 2,311.0 $247K 0.04% +111.0 +5.0% $106.88 +10.6%
52 RTX RTX CORPORATION Industrials 1,278.0 $247K 0.04% +12.0 +0.9% $192.90 -3.8%
53 TSLA TESLA INC Consumer Cyclical 622.0 $231K 0.04% +82.0 +15.2% $371.75 +7.7%
54 QTUM ETF SER SOLUTIONS 2,139.0 $230K 0.04% +109.0 +5.4% $107.30 +56.5%
55 AGNC AGNC INVT CORP Real Estate 15,647.0 $157K 0.03% +5K +51.1% $10.03 +3.5%
Page 3 of 3  ·  55 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 41.7%
Communication Services 32.7%
Technology 9.6%
Consumer Cyclical 4.4%
Healthcare 3.6%
Energy 3.6%
Consumer Defensive 2.0%
Industrials 1.4%
Basic Materials 0.4%
Real Estate 0.3%