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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 7 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MTUM ISHARES TR 1,444.0 $347K 0.06% $239.99 +41.1%
122 QQQ INVESCO QQQ TR Financial Services 593.0 $343K 0.06% -397.0 -40.1% $577.62 +28.2%
123 QVAL EA SERIES TRUST 6,354.0 $331K 0.06% $52.14 +6.3%
124 SCHD SCHWAB STRATEGIC TR 10,710.0 $329K 0.06% NEW $30.68 +3.8%
125 CMCSA COMCAST CORP NEW Communication Services 11,238.0 $323K 0.05% NEW $28.71 -21.9%
126 AVGO BROADCOM INC Technology 1,036.0 $321K 0.05% -204.0 -16.4% $309.51 +32.9%
127 FDLO FIDELITY COVINGTON TRUST 4,859.0 $314K 0.05% +200.0 +4.3% $64.59 +5.6%
128 LLY ELI LILLY & CO Healthcare 337.0 $310K 0.05% +24.0 +7.7% $920.24 +19.4%
129 TMO THERMO FISHER SCIENTIFIC INC Healthcare 614.0 $302K 0.05% +9.0 +1.5% $491.53 -5.5%
130 COF CAPITAL ONE FINL CORP Financial Services 1,646.0 $300K 0.05% $182.43 +10.5%
131 JBBB JANUS DETROIT STR TR 6,434.0 $300K 0.05% -401.0 -5.9% $46.61 +1.7%
132 SCHB SCHWAB STRATEGIC TR 11,911.0 $299K 0.05% -837.0 -6.6% $25.10 +15.4%
133 DEA EASTERLY GOVT PPTYS INC Real Estate 13,900.0 $298K 0.05% $21.43 +8.1%
134 ARCC ARES CAPITAL CORP Financial Services 16,347.0 $295K 0.05% NEW $18.02 +0.1%
135 MOAT VANECK ETF TRUST 3,033.0 $293K 0.05% $96.70 +5.6%
136 SHV ISHARES TR 2,634.0 $291K 0.05% $110.40 -0.1%
137 ABT ABBOTT LABORATORIES Healthcare 2,830.0 $291K 0.05% -167.0 -5.6% $102.67 -13.9%
138 BXSL BLACKSTONE SECD LENDING FD Financial Services 12,000.0 $284K 0.05% -12K -50.0% $23.69 -0.3%
139 BAC BANK AMERICA CORP Financial Services 5,801.0 $283K 0.05% -363.0 -5.9% $48.75 +15.3%
140 S SENTINELONE INC Technology 21,387.0 $275K 0.05% $12.88 +16.6%
Page 7 of 9  ·  177 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%