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Portfolio (Quarterly) Guide ↗

Almanack Investment Partners, LLC.

· CIK 0001680613
13F Portfolio $589M AUM 171 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 171 New
Page 2 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FEMB FIRST TR EXCH TRADED FD III 186,416.0 $5.6M 0.94% NEW $29.80 -0.9%
22 SPY SPDR S&P 500 ETF TR Financial Services 7,724.0 $5.3M 0.90% NEW $681.92 +9.5%
23 URBN URBAN OUTFITTERS INC Consumer Cyclical 64,687.0 $4.9M 0.83% NEW $75.26 +1.5%
24 NVDA NVIDIA CORPORATION Technology 24,453.0 $4.6M 0.78% NEW $186.50 +13.0%
25 AAPL APPLE INC Technology 16,187.0 $4.4M 0.75% NEW $271.86 +9.6%
26 MSFT MICROSOFT CORP Technology 7,760.0 $3.8M 0.64% NEW $483.62 -21.6%
27 VTIP VANGUARD MALVERN FDS 68,119.0 $3.4M 0.57% NEW $49.46 +1.5%
28 IAU ISHARES GOLD TR Financial Services 37,004.0 $3.0M 0.51% NEW $81.17 -2.3%
29 JNJ JOHNSON & JOHNSON Healthcare 13,941.0 $2.9M 0.49% NEW $206.95 +10.4%
30 GOOGL ALPHABET INC Communication Services 8,247.0 $2.6M 0.44% NEW $312.99 +17.6%
31 QUAL ISHARES TR 12,601.0 $2.5M 0.42% NEW $198.62 +8.7%
32 IWF ISHARES TR 5,189.0 $2.5M 0.42% NEW $473.30 -74.0%
33 IJJ ISHARES TR 17,145.0 $2.3M 0.38% NEW $131.59 +10.0%
34 GOOG ALPHABET INC Communication Services 7,010.0 $2.2M 0.37% NEW $313.80 +17.1%
35 DGRW WISDOMTREE TR 23,954.0 $2.1M 0.36% NEW $89.43 +7.2%
36 MOOD EA SERIES TRUST 55,265.0 $2.1M 0.36% NEW $38.43 +15.1%
37 AMZN AMAZON COM INC Consumer Cyclical 9,070.0 $2.1M 0.36% NEW $230.82 +5.9%
38 XOM EXXON MOBIL CORP Energy 16,975.0 $2.0M 0.35% NEW $120.34 +14.5%
39 USMV ISHARES TR 20,195.0 $1.9M 0.32% NEW $94.16 +0.1%
40 JAAA JANUS DETROIT STR TR 37,288.0 $1.9M 0.32% NEW $50.58 +0.1%
Page 2 of 9  ·  171 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 43.5%
Communication Services 29.2%
Technology 11.9%
Consumer Cyclical 5.3%
Healthcare 3.4%
Energy 2.9%
Consumer Defensive 1.7%
Industrials 1.2%
Basic Materials 0.4%
Real Estate 0.3%