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Portfolio (Quarterly) Guide ↗

McAlister, Sweet & Associates, Inc.

· CIK 0001774087
13F Portfolio $187M AUM 41 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 13 Added 6 Reduced 3 Exited
Page 1 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 82,741.0 $61.8M 33.02% +9K +12.1% $746.77 +3.0%
2 QQQ INVESCO QQQ TR Financial Services 20,342.0 $15.0M 8.01% +436.0 +2.2% $736.40 -2.7%
3 SCHD SCHWAB STRATEGIC TR 339,024.0 $10.8M 5.75% +7K +2.0% $31.71 +10.1%
4 AAPL APPLE INC Technology 36,940.0 $10.7M 5.71% $289.36 +10.5%
5 FLHY FRANKLIN TEMPLETON ETF TR 425,028.0 $10.3M 5.52% +51K +13.7% $24.29 -0.4%
6 XLF SELECT SECTOR SPDR TR 160,155.0 $8.6M 4.59% +5K +3.5% $53.61 +8.4%
7 AMZN AMAZON COM INC Consumer Cyclical 28,945.0 $6.9M 3.69% $238.34 +11.8%
8 BA BOEING CO Industrials 28,889.0 $6.3M 3.34% $216.47 -3.1%
9 VXUS VANGUARD STAR FDS 71,115.0 $6.1M 3.25% +714.0 +1.0% $85.49 +2.4%
10 PAUG INNOVATOR ETFS TRUST 123,580.0 $5.6M 3.01% $45.64 +2.4%
11 MSFT MICROSOFT CORP Technology 14,632.0 $5.5M 2.92% $373.02 +37.7%
12 PMAY INNOVATOR ETFS TRUST 128,672.0 $5.3M 2.84% +4K +3.4% $41.30 +2.1%
13 XOM EXXON MOBIL CORP Energy 38,694.0 $5.3M 2.83% +5K +16.5% $136.72 +14.6%
14 IVV ISHARES TR 6,187.0 $4.6M 2.48% +181.0 +3.0% $748.83 +3.2%
15 BNOV INNOVATOR ETFS TRUST 80,480.0 $3.8M 2.06% $47.81 +2.9%
16 BFEB INNOVATOR ETFS TRUST 69,990.0 $3.7M 1.97% $52.64 +2.5%
17 SPACE EXPLORATION TECHN CORP 21,419.0 $3.7M 1.96% NEW $170.86
18 MU MICRON TECHNOLOGY INC Technology 2,081.0 $2.4M 1.28% +565.0 +37.3% $1154.29 -19.2%
19 VUG VANGUARD INDEX FDS 20,525.0 $1.8M 0.94% +17K +521.8% $86.14 +2.8%
20 GOOGL ALPHABET INC Communication Services 3,603.0 $1.3M 0.69% -512.0 -12.4% $357.35 -3.0%
Page 1 of 3  ·  41 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 64.9%
Technology 17.5%
Industrials 5.9%
Consumer Cyclical 5.8%
Energy 4.4%
Communication Services 1.2%
Consumer Defensive 0.3%